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HubSpot Official CRM Integrataion

Discussion in 'Ideas' started by Tyson Crouch, Feb 5, 2018.

  1. Tyson Crouch

    Feb 5, 2018
    Likes Received:
    Hi Team -

    Just looking to throw another CRM Integration idea into the mix.

    Looking to see if adding HubSpot CRM is a possability?

  2. voiptoys

    voiptoys Active Member

    Feb 13, 2013
    Likes Received:
    You can do a simple screen pop on inbound number (or name) with Hubspot without any real programming. 3CX Phone for Windows can call an external application and pass parameters (including caller number and name). Then pop this customer's account information in Hubspot. Here is a batch file we use to perform the screen pop:

    echo off
    set phone=%1
    set name=%2
    start https://app.hubspot.com/sales/<accountid>/contacts/list/view/all/?query=%phone%
    rem start https://app.hubspot.com/sales/<accountid>/contacts/list/view/all/?query=%name%

    Note that I tried searching both by phone number, and separately by name, but found searching by the caller ID name wasn't that useful so I've commented out the search by name.

    Your URL will be slightly different. You will need to put in what I'm guessing is an account number (substitute <accountid> with your account ID). All I did was browse to the search screen in Hubspot and put in a phone number, and pressed search, then looked at the URL Hubspot automatically generated.

    If you need a more in-depth integration, we can help.
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