How to Setup the HubSpot CRM Integrator - Revision history

ERyter at 18:33, 12 June 2026

2026-06-12T18:33:19Z

← Older revision		Revision as of 13:33, 12 June 2026
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	# Access the [https://nova.vestednetworks.com/portal Nova Portal]		# Access the [https://nova.vestednetworks.com/portal Nova Portal]
	# Navigate to the '''Integration''' Tab		# Navigate to the '''Integration''' Tab
	# Enable HubSpot CRM Integration Select "Enable" next to HubSpot CRM. [[File:HSCRM.png\|frameless\|683x683px]]		# Enable HubSpot CRM Integration Select "Enable" next to HubSpot CRM. <blockquote>[[File:HSCRM.png\|frameless\|683x683px]]</blockquote>
	# Link Your Account		# Link Your Account
	## Enter HubSpot Login Credentials		## Enter HubSpot Login Credentials

ERyter at 18:32, 12 June 2026

2026-06-12T18:32:57Z

← Older revision		Revision as of 13:32, 12 June 2026
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	# Access the Nova Portal		# Access the [https://nova.vestednetworks.com/portal Nova Portal]
	# Navigate to the "Integration" Tab		# Navigate to the '''Integration''' Tab
	# Enable HubSpot CRM Integration Select "Enable" next to HubSpot CRM.		# Enable HubSpot CRM Integration Select "Enable" next to HubSpot CRM. [[File:HSCRM.png\|frameless\|683x683px]]
	# Link Your Account		# Link Your Account
	## Enter HubSpot Login Credentials		## Enter HubSpot Login Credentials
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	## Click the "Pencil" Icon		## Click the "Pencil" Icon
	## Select the specific Data being logged to HubSpot per User (Call, SMS, or Meeting)		## Select the specific Data being logged to HubSpot per User (Call, SMS, or Meeting)
	## Select "Advanced" to access Tokens being sent via the Integrator (Please note. Any edits to this can affect the outcome of the task within HubSpot) <code>~~Contact.~~ <nowiki>[[phone_number]]</nowiki></code> <code>~~Employee.~~ <nowiki>[[employee]]</nowiki></code> <code>~~Call Direction.~~ <nowiki>[[call_direction]]</nowiki></code> <code>~~Call Time.~~ <nowiki>[[call_start]]</nowiki></code> <code>~~Call Event.~~ <nowiki>[[call_event]]</nowiki></code> <code>~~Recording.~~ <nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code>		## Select "Advanced" to access Tokens being sent via the Integrator (Please note. Any edits to this can affect the outcome of the task within HubSpot)
			##* Contact. <code><nowiki>[[phone_number]]</nowiki></code>
			##* Employee. <code><nowiki>[[employee]]</nowiki></code>
			##* Call Direction. <code><nowiki>[[call_direction]]</nowiki></code>
			##* Call Time. <code><nowiki>[[call_start]]</nowiki></code>
			##* Call Event. <code><nowiki>[[call_event]]</nowiki></code>
			##* Recording. <code><nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code>
	# Adding Extension number to HubSpot User Please Note. - This process is critical for matching the Nova agent to the HubSpot User if the agent does not have an Email Address - Once a User in HubSpot is created with a specific email address that address cannot be changed.		# Adding Extension number to HubSpot User Please Note. - This process is critical for matching the Nova agent to the HubSpot User if the agent does not have an Email Address - Once a User in HubSpot is created with a specific email address that address cannot be changed.
	## Select on the "Gear" Icon to go to Settings		## Select on the "Gear" Icon to go to Settings

ERyter at 16:37, 12 June 2026

2026-06-12T16:37:27Z

← Older revision		Revision as of 11:37, 12 June 2026
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	## Click the "Pencil" Icon		## Click the "Pencil" Icon
	## Select the specific Data being logged to HubSpot per User (Call, SMS, or Meeting)		## Select the specific Data being logged to HubSpot per User (Call, SMS, or Meeting)
	## Select "Advanced" to access Tokens being sent via the Integrator (Please note. Any edits to this can affect the outcome of the task within HubSpot)~~<blockquote>~~<code>Contact. <nowiki>[[phone_number]]</nowiki></code> <code>Employee. <nowiki>[[employee]]</nowiki></code> <code>Call Direction. <nowiki>[[call_direction]]</nowiki></code> <code>Call Time. <nowiki>[[call_start]]</nowiki></code> <code>Call Event. <nowiki>[[call_event]]</nowiki></code> <code>Recording. <nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code~~></blockquote~~>		## Select "Advanced" to access Tokens being sent via the Integrator (Please note. Any edits to this can affect the outcome of the task within HubSpot) <code>Contact. <nowiki>[[phone_number]]</nowiki></code> <code>Employee. <nowiki>[[employee]]</nowiki></code> <code>Call Direction. <nowiki>[[call_direction]]</nowiki></code> <code>Call Time. <nowiki>[[call_start]]</nowiki></code> <code>Call Event. <nowiki>[[call_event]]</nowiki></code> <code>Recording. <nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code>
	# Adding Extension number to HubSpot User Please Note. - This process is critical for matching the Nova agent to the HubSpot User if the agent does not have an Email Address - Once a User in HubSpot is created with a specific email address that address cannot be changed.		# Adding Extension number to HubSpot User Please Note. - This process is critical for matching the Nova agent to the HubSpot User if the agent does not have an Email Address - Once a User in HubSpot is created with a specific email address that address cannot be changed.
	## Select on the "Gear" Icon to go to Settings		## Select on the "Gear" Icon to go to Settings

ERyter at 16:33, 12 June 2026

2026-06-12T16:33:18Z

← Older revision		Revision as of 11:33, 12 June 2026
Line 12:		Line 12:
	## Click the "Pencil" Icon		## Click the "Pencil" Icon
	## Select the specific Data being logged to HubSpot per User (Call, SMS, or Meeting)		## Select the specific Data being logged to HubSpot per User (Call, SMS, or Meeting)
	## Select "Advanced" to access Tokens being sent via the Integrator (Please note. Any edits to this can affect the outcome of the task within HubSpot)<blockquote>Contact. <nowiki>[[phone_number]]</nowiki> Employee. <nowiki>[[employee]]</nowiki> Call Direction. <nowiki>[[call_direction]]</nowiki> Call Time. <nowiki>[[call_start]]</nowiki> Call Event. <nowiki>[[call_event]]</nowiki> Recording. <nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></blockquote>		## Select "Advanced" to access Tokens being sent via the Integrator (Please note. Any edits to this can affect the outcome of the task within HubSpot)<blockquote><code>Contact. <nowiki>[[phone_number]]</nowiki></code> <code>Employee. <nowiki>[[employee]]</nowiki></code> <code>Call Direction. <nowiki>[[call_direction]]</nowiki></code> <code>Call Time. <nowiki>[[call_start]]</nowiki></code> <code>Call Event. <nowiki>[[call_event]]</nowiki></code> <code>Recording. <nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code></blockquote>
	# Adding Extension number to HubSpot User Please Note. - This process is critical for matching the Nova agent to the HubSpot User if the agent does not have an Email Address - Once a User in HubSpot is created with a specific email address that address cannot be changed.		# Adding Extension number to HubSpot User Please Note. - This process is critical for matching the Nova agent to the HubSpot User if the agent does not have an Email Address - Once a User in HubSpot is created with a specific email address that address cannot be changed.
	## Select on the "Gear" Icon to go to Settings		## Select on the "Gear" Icon to go to Settings

ERyter at 16:32, 12 June 2026

2026-06-12T16:32:13Z

← Older revision		Revision as of 11:32, 12 June 2026
Line 12:		Line 12:
	## Click the "Pencil" Icon		## Click the "Pencil" Icon
	## Select the specific Data being logged to HubSpot per User (Call, SMS, or Meeting)		## Select the specific Data being logged to HubSpot per User (Call, SMS, or Meeting)
	## Select "Advanced" to access Tokens being sent via the Integrator (Please note. Any edits to this can affect the outcome of the task within HubSpot)<blockquote>Contact. <nowiki>[[phone_number]]</nowiki> Employee. <nowiki>[[employee]]</nowiki> Call Direction. <nowiki>[[call_direction]]</nowiki> Call Time. <nowiki>[[call_start]]</nowiki> Call Event. <nowiki>[[call_event]]</nowiki> Recording. <nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></blockquote>		## Select "Advanced" to access Tokens being sent via the Integrator (Please note. Any edits to this can affect the outcome of the task within HubSpot)<blockquote>Contact. <nowiki>[[phone_number]]</nowiki> Employee. <nowiki>[[employee]]</nowiki> Call Direction. <nowiki>[[call_direction]]</nowiki> Call Time. <nowiki>[[call_start]]</nowiki> Call Event. <nowiki>[[call_event]]</nowiki> Recording. <nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></blockquote>
	# Adding Extension number to HubSpot User Please Note. - This process is critical for matching the ~~UCaaS~~ agent to the HubSpot User if the agent does not have an Email Address - Once a User in HubSpot is created with a specific email address that address cannot be changed.		# Adding Extension number to HubSpot User Please Note. - This process is critical for matching the Nova agent to the HubSpot User if the agent does not have an Email Address - Once a User in HubSpot is created with a specific email address that address cannot be changed.
	## Select on the "Gear" Icon to go to Settings		## Select on the "Gear" Icon to go to Settings
	## Once in Settings go to Users & Teams		## Once in Settings go to Users & Teams

ERyter: Created page with "# Access the Nova Portal # Navigate to the "Integration" Tab # Enable HubSpot CRM Integration Select "Enable" next to HubSpot CRM. # Link Your Account ## Enter HubSpot Login Credentials ## Choose Account ## Allow for the connection by selecting "Connect App" # Integration Successfully Enabled ## Success confirmation ## Showing "Enabled" on domain # Enable Users and Access Tokens being sent via the Integrator ## Click the "Pencil" Icon ## Select the specific Data being l..."

2026-06-12T16:23:00Z

Created page with "# Access the Nova Portal # Navigate to the "Integration" Tab # Enable HubSpot CRM Integration Select "Enable" next to HubSpot CRM. # Link Your Account ## Enter HubSpot Login Credentials ## Choose Account ## Allow for the connection by selecting "Connect App" # Integration Successfully Enabled ## Success confirmation ## Showing "Enabled" on domain # Enable Users and Access Tokens being sent via the Integrator ## Click the "Pencil" Icon ## Select the specific Data being l..."

New page

# Access the Nova Portal
# Navigate to the "Integration" Tab
# Enable HubSpot CRM Integration Select "Enable" next to HubSpot CRM.
# Link Your Account
## Enter HubSpot Login Credentials
## Choose Account
## Allow for the connection by selecting "Connect App"
# Integration Successfully Enabled
## Success confirmation
## Showing "Enabled" on domain
# Enable Users and Access Tokens being sent via the Integrator
## Click the "Pencil" Icon
## Select the specific Data being logged to HubSpot per User (Call, SMS, or Meeting)
## Select "Advanced" to access Tokens being sent via the Integrator (Please note. Any edits to this can affect the outcome of the task within HubSpot)<blockquote>Contact. <nowiki>[[phone_number]]</nowiki> Employee. <nowiki>[[employee]]</nowiki> Call Direction. <nowiki>[[call_direction]]</nowiki> Call Time. <nowiki>[[call_start]]</nowiki> Call Event. <nowiki>[[call_event]]</nowiki> Recording. <nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></blockquote>
# Adding Extension number to HubSpot User Please Note. - This process is critical for matching the UCaaS agent to the HubSpot User if the agent does not have an Email Address - Once a User in HubSpot is created with a specific email address that address cannot be changed.
## Select on the "Gear" Icon to go to Settings
## Once in Settings go to Users & Teams
## Use the Search function in Users & Teams to locate the specific users
## Select on the User's Name to access Account
## Select "Preferences" out of the Columns
## Add User's Extension Number into the Extension Box Please Note. HubSpot will require a phone number within the field next to extension, this can be the User's DID, Main Number, etc.