integration crm hubspot

  1. What happened to the Hubspot/3CX intergration guide?

    I was looking this page over a few days ago because a client was going to be purchasing HubSpot. They have now done so and when I went to look at it again to setup the integration, it's an empty page. https://www.3cx.com/docs/hubspot-pbx-crm-integration/
    • josh24_15
    • Thread
    • integration crm hubspot
    • Replies: 2
    • Forum: Hubspot

  2. 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

  3. 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

  4. Limit 3CX and HubSpot integration to specific Call Queues

    Hi, The current server side 3CX integration with HubSpot creates a contact for every call that lands on the 3CX (including calls to Security, Admin, Transport etc.). We need to limit the integration scope to only those calls that land to specific call queues (e.g. Sales). Is there way to...
  5. MatthewMartins

    CRM HubSpot / Integration / Doesn't show up Contacts

    Hi, first time posting here. So I've already done the integration following this tutorial < https://www.3cx.com/docs/hubspot-pbx-crm-integration/ >, the problem is doens't show the contatcts from our Hubspot. I did the the test here : This is what happens: Any idea what it might be? Did I...
  6. 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...

  7. 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

  8. 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

  9. 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
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