HubSpot CRM integration & 3CX phone app

[jmbell]

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 change of address is that change updated in 3CX.

Thanks in advance

 

[Evolute IT]

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 change of address is that change updated in 3CX.

Thanks in advance

What do you mean: does it work with mobile app?

No, HubSpot Free works too. You just need access to Contacts.

No, I don't think they update once they are copied in 3CX. To force update, delete the contact and let the PBX query it once a call comes in.

 

[jmbell]

Thanks for your quick response. If a call is received on the the 3CX mobile app will its sync with HS as well?

 

[Evolute IT]

Thanks for your quick response. If a call is received on the the 3CX mobile app will its sync with HS as well?

If you're talking of Call Journaling, then yes it will. The CRM requests are done server-side on the PBX itself. It doesn't matter where you pickup the call.

 

[Justin Williams]

Will the integration ever be able to match to other telephone number fields such as "Mobile Phone Number"?

 

[Evolute IT]

Will the integration ever be able to match to other telephone number fields such as "Mobile Phone Number"?

See the doc: "Due to Hubspot API limitations, contact lookup is performed only on contacts, not companies, using the main contact phone number only, not the mobile or fax number."

 

[edossantos]

As @Frederick Marcoux said, the integration works on the server side, synchronizing contacts from Hubspot to 3CX. So, when you receive an inbound call at your 3CX mobile client, you will see the caller name, because it's added to 3CX contacts. You will not get the automatic contact popup, because that is done by the Web Client.

Also, regarding contact updates, if the contact URL remains the same, then the contact will be updated in 3CX contacts when the contact calls you again. Every time 3CX receives a call, the caller number is searched in your CRM, and if there are changes, they are applied to the contact in 3CX. So, any change is synchronized only from the CRM to 3CX. If you make changes on the 3CX side, these are lost when the contact calls again, and the 3CX contact is updated with the information retrieved from the CRM.

 

[Evolute IT]

So, any change is synchronized only from the CRM to 3CX

I did not know that! Awesome!