hubspot

  1. Hubspot Contact Creation - From Certain Queues Only

    So we have a bunch of ring groups, a digital receptionist, and a queue for sales agents. I am using an old template to automatically create Hubspot contacts as inbound calls come in. Is there any way to limit the Hubspot contact creation for calls that only come in to the sales queue and...

  2. Hubspot Contact Creation - No +1XXX

    I have set up the custom XML file per the instructions posted here: https://www.3cx.com/community/threads/hubspot-not-showing-all-calls.122311/#post-573343 My goal is to get the contact creation working based on the incoming call and not the agent clicking to add the contact. I got it to work...

  3. Custom object integration in XML code

    hi I need to add the option to search in contact an also object that have been created in hubspot is their a way to that in XML file
  4. Justin Moors

    Call Recording Transcriptions in CRM

    Hi all I was under the impression that with U3 we'd be able to journal call recording transcriptions and links to the call recording over to our CRM - but I cant seem to make this work. My demo system is running U3 RC and I have Whisper AI configured which is handling the transcriptions etc...
    • Justin Moors
    • Thread
    • call recording hubspot hubspot integration transcription
    • Replies: 4
    • Forum: Hubspot

  5. Integration for Ticket Creation - Hubspot

    Hi there, I'm trying to develop an integration using CFD to create a ticket in Hubspot, but since the authentication method changed to OAuth 2-0 I don't have no idea how to proceed or if it's possible to do it. I have the URL and all the ID's and Secrets to proceed but I always stop in this...

  6. HubSpot Customer Pop-up

    Greetings all. We have a 3CX v20 server which we've integrated (apparently successfully) with the end-user's HubSpot CRM, but I'm having some difficulties with the pop-ups when a customer calls in. Inside the per-user Integration settings, if we set it up with "Open Contact in Supported CRM"...

  7. HubSpot Configuration: Not going to plan

    Hi team, We have a customer who has integrated their Hubspot with their 3cx. Their main goal is that when a call comes through and it is picked up, the customer's contact card opens up/or an auto ticket opens up so that they can straight away put details in. This is not happening on their end...
    • andytelco
    • Thread
    • hubspot hubspot integration integration crm hubspot
    • Replies: 1
    • Forum: Hubspot

  8. HubSpot log sales enquiry (deal)

    Hi, is it possible to only log certain calls in HubSpot, e.g. only calls that went to a sales group/queue? Also is it possible for 3CX to create a "deal" in HubSpot?
    • jw123
    • Thread
    • crm hubspot
    • Replies: 1
    • Forum: Hubspot

  9. Call Recording Backup in Hubspot

    Hi everyone, I'm here seeking assistance from the greatest 3cx specialists since I'm trying to figure out how to sync call recordings of contacts with or without server-side connectivity in Hubspot. Would you kindly let me know if it's possible? I really need to put this into action. I need...
    • PrateekChoudhary
    • Thread
    • backups call recordings hubspot hubspot integration recordings
    • Replies: 12
    • Forum: Hubspot

  10. Recording Backup in Hubspot

    I just want some help regarding the integration 3cx system with HubSpot As I am facing some issues in access failure during connection I have attached the screenshot And also let me know one thing that do we can save the recording of the call in Hubspot, is there any functionality that...
    • PrateekChoudhary
    • Thread
    • developer hubspot hubspot integration integration crm integration crm hubspot recording
    • Replies: 4
    • Forum: Hubspot

  11. 3CX integration not journaling or creating contacts

    Hi, We have followed the steps outlined here: https://www.3cx.com/docs/hubspot-pbx-crm-integration/ and we are able to "test" the integration and look up contact information from HubSpot however we aren't seeing calls get journaled against known contacts in HubSpot nor are we seeing new contacts...
    • Akki78
    • Thread
    • 3cx integration hubspot hubspot integration hubspot integration call journaling
    • Replies: 11
    • Forum: Hubspot

  12. Not associating 3CX / Hubspot numbers for outgoing local calls

    Good morning, within our hubspot all numbers are archived according to the E164 standard, therefore, also the national numbers are saved as +39 0212345678. By making calls from the hubspot with click to call from the Chrome browser, the numbering is regularly passed to 3CX with the country code...

  13. CRM created Contacts are not showing up for the users

    Hi, hope everyone is doing well ; We're having a problem with CRM created contacts not showing up for users, only the contacts created in 3CX show up, and these CRM created contacts are synced with 3CX, I can see them in the management console, at least the ones that are automatically created...
    • zakaria m
    • Thread
    • contacs crm hubspot hubspot hubspot integration
    • Replies: 6
    • Forum: Hubspot

  14. 3CX Call Flow Designer Dialer and Hubspot Integration

    Hello, We are trying to integrate Hubspot into a 3cx call flow designer auto-dialing solution but information on how to pull phone numbers from Hubspot based on its life cycle is not clear. The information on the internet is not clear despite days upon days of research. Let me share how our...
    • Hubmarkco
    • Thread
    • 3cx auto dial autodialer crm hubspot outboundcalls phone numbers predictive dialer
    • Replies: 2
    • Forum: Call Flow Designer

  15. Hubspot integration

    Hello everybody, I use 3cx hosted. I'm trying to integrate hubspot by following the guide https://www.3cx.com/docs/hubspot-pbx-crm-integration/ I can't find the setting In 3CX Management Console go to “Settings”> “CRM Integration”> “Server Side” tab. Do I need to enable it or it is not...

  16. Integrate Hubspot in EU

    Hello, I am really new here. But i tried to integrate my hubspot account and that is working fine. Only when i get an incoming client he open the wrong URL. Their is another forum post where they find the solution but i don't understand how i can get this fixed. (this forum post) Is their...
    • Next-Tech
    • Thread
    • crm integration hubspot
    • Replies: 4
    • Forum: Hubspot

  17. HubSpot integration not bringing up contact when url is https://app-eu1.hubspot.com/...

    I've started with the HubSpot integration in 3CX. Logging works just fine. However, the original integration generates the wrong url to bring up the contact. At least in my (or the EU) case. The integration uses https://app.hubspot.com/contacts/[PortalID]/contact/[ContactID] as contactUrl...
    • i.thut
    • Thread
    • hubspot integration url
    • Replies: 6
    • Forum: Hubspot

  18. HubSpot and FreshDesk Integration Issue

    We have been exploring CRMs in our organization over the past few years. It's been a corporate goal for a while, but things have side-tracked forward progress in this area for a while. We first tried FreshDesk as a trial - this was back on a previous 3CX version (probably a 1 or 1.5 years...
    • Scot Busby
    • Thread
    • freshdesk hubspot integratoin
    • Replies: 2
    • Forum: Hubspot
  19. speedhost

    HubSpot Integration

    Hello, We want to integrate HubSpot. But we don't find HubSpot in the integration list. Settings>CRM We attached a screenshot. Please advise us. -- Shahadat
  20. Jonathan-Marsden-TTG

    Help with 3CX / Hubspot CRM Integration

    Hi Everyone, First post on the forums so please go gentle on me :) I run a company called The Technology Group in the UK, and whilst from a Technical Sales background, I'm not a full-blown engineer, so apologies if I have missed something in the documentation. We have a prospective customer...
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