All content on these pages are related to the latest supported release of the PHONE-LiNK client.
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HubSpot

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

CRM

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

HubSpot Inc.

Application:

HubSpot

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via PHONE-LiNK:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

Notes / Advisories

The method of integration we use for HubSpot is to periodically (daily/hourly) 'cache' the contact data which would then be available to identify the caller. This 'cached' contact data is used to identify callers therefore would not be 'live' data. Please note, Click to Dial will only work from the Contacts List view. Clipboard Dialling is the preffered method of dialling when the Contacts record is opened.

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Optional.

Product:

PHONE-LiNK v3

References

  1. Watch Integration Video
  2. HubSpot (Product Website)
  3. HubSpot Inc. (Manufacturer Website)