hubspot

  1. 3CX logged calls in HubSpot: How to assign them to an agent?

    Hi all We use 3CX with HubSpot as CRM. 3CX automatically logs all Calls in the HS Activitiy Feed. Current Problem: All those 3CX Calls are shown in the HubSpot-Dashboard as Unassigned. See dashboard-screenshot: On the next screenshot (Activity Feed) you see a call log that was logged...
    • SantiagoBS
    • Thread
    • dashboard hubspot hubspot integration call journaling integration crm hubspot
    • Replies: 13
    • Forum: Hubspot

  2. Exceptions URL placeholders and specific paths

    Exceptions URL - Convert phone numbers on website/CRM to clickable links Is it possible to define exceptions for the function Exception URL, which refer only to a part of a URL ? We use Hubspot as a CRM and would like to use the clickable numbers feature in some places on hubspot.com...
    • _NL
    • Thread
    • clickable links convert phone numbers exception url hubspot
    • Replies: 0
    • Forum: Other

  3. Error During Test CRM Integration within 3CX for Hubspot

    Hello, After successfully setting up and activating the 3CX - Hubspot integration per the 3CX guide, I attempted to test a known-in-Hubspot phone number. I have tried multiple numbers and some fail with same results and others work but don't show contact information (only company name). I have...
    • BAH
    • Thread
    • hubspot
    • Replies: 1
    • Forum: Hubspot

  4. Hubspot CRM integration : how to activate Hubspot lookup/sync on a limited list of our SDA ?

    Hi, my issue may looks simple, however didn't find any clue to solve this anywhere. We operate plenty of SDAs: they are typically used for different sales/support teams on our different products (that do not share customer bases) and also legal, HR... I want to activate the Hubspot CRM Server...

  5. Problem with Hubspot CRM - Contact URL

    Hi, so I seem to be having a problem with Hubspot and 3CX. So when I call in on a number that is in Hubspot, it shows up on the client, shows the little CRM contact picture, but once it goes and opens the contact URL, it goes to a URL of Hubspot but not the one assigned to that contact or any...
    • GH-JD
    • Thread
    • crm hubspot
    • Replies: 2
    • Forum: Hubspot

  6. Discussion on Best CRM for 3CX with Searchable Custom Fields for low budget companies

    Hi team, we are in the process of integrating our 1st CRM with 3CX. We began with HubSpot, fully configured it, we got their "Starter" plan, everything seemed to work great until we went live and realized that we were not able to Search Custom created fields, and 3CX was not able to pull up...
    • flashcashsolutions
    • Thread
    • crm hubspot hubspot integration call journaling integration crm hubspot
    • Replies: 4
    • Forum: Other

  7. HubSpot CRM integration & 3CX phone app

    Hello, Re HubSpot CRM integration https://www.3cx.com/docs/hubspot-pbx-crm-integration/ I have a couple of questions. Does this work with 3CX mobile app? Does 3CX user need to be a paid HubSpot user for the integration to work? If changes are made in the CRM contact record for example...
    • jmbell
    • Thread
    • crm hubspot integration crm hubspot integrations mobile app
    • Replies: 7
    • Forum: Hubspot
3CX Logo Footer Copyright © Sitemap Privacy
Top Bottom