How to Setup the HubSpot CRM Integrator: Difference between revisions
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'''Important Note:''' | |||
To setup this Integration you must have an administrative account set up in HubSpot as well as an Office Manager scope in the Nova Portal to complete the following guide. | |||
'''User/Agent Identity:''' | |||
The Nova Portal matches email addresses from the portal to HubSpot. | |||
If there is no email on the Nova Agent/User, the HubSpot admin can add the user’s extension number in HubSpot to be matched across the platforms. | |||
This process is crucial for accurate data delivery and for verification. | |||
For a Step-by-Step Guide on the Agent Setup in HubSpot or how to add the Extension Number go to Step 7. | |||
'''Setup Steps:''' | |||
# 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 | ||
| Line 6: | Line 22: | ||
## Choose Account | ## Choose Account | ||
## Allow for the connection by selecting "Connect App" | ## Allow for the connection by selecting "Connect App" | ||
# Integration Successfully Enabled | # Integration Successfully Enabled | ||
# | #* Screen Prompt/Confirmation Message: <code>Integration Successfully Enabled, you can now close this window</code> | ||
# | #* Nova Integrator Status: HubSpot is now showing "Enabled" in the "Integrations" tab (button will change to blue). | ||
# Enable Users and Access Tokens being sent via the Integrator | # Enable Users and Access Tokens being sent via the Integrator | ||
## | ## From the Nova Portal under the "Integrations" tab, click the "Pencil" icon to the right of HubSpot. | ||
## 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) | ## 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) | ||
| Line 19: | Line 35: | ||
##* Call Event. <code><nowiki>[[call_event]]</nowiki></code> | ##* Call Event. <code><nowiki>[[call_event]]</nowiki></code> | ||
##* Recording. <code><nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code> | ##* Recording. <code><nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code> | ||
# Adding Extension number to HubSpot User | # 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. | ||
## | ## From HubSpot, select on the "Gear" Icon to go to Settings | ||
## Once in Settings go to Users & Teams | ## Once in Settings go to Users & Teams | ||
## Use the Search function in Users & Teams to locate the specific users | ## Use the Search function in Users & Teams to locate the specific users | ||
## Select on the User's Name to access Account | ## Select on the User's Name to access Account | ||
## Select "Preferences" out of the Columns | ## Select "Preferences" out of the Columns | ||
## Add User's Extension Number into the Extension Box | ## 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. | ||
<code>If you have any questions about this process, or if you need assistance, please reach out to our Support Team by dialing HELP(4357) on your desk phone, calling (972) 924-6488, or submitting a ticket.</code> | |||
Latest revision as of 10:45, 16 June 2026
Important Note:
To setup this Integration you must have an administrative account set up in HubSpot as well as an Office Manager scope in the Nova Portal to complete the following guide.
User/Agent Identity:
The Nova Portal matches email addresses from the portal to HubSpot.
If there is no email on the Nova Agent/User, the HubSpot admin can add the user’s extension number in HubSpot to be matched across the platforms.
This process is crucial for accurate data delivery and for verification.
For a Step-by-Step Guide on the Agent Setup in HubSpot or how to add the Extension Number go to Step 7.
Setup Steps:
- 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
- Screen Prompt/Confirmation Message:
Integration Successfully Enabled, you can now close this window - Nova Integrator Status: HubSpot is now showing "Enabled" in the "Integrations" tab (button will change to blue).
- Screen Prompt/Confirmation Message:
- Enable Users and Access Tokens being sent via the Integrator
- From the Nova Portal under the "Integrations" tab, click the "Pencil" icon to the right of HubSpot.
- 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)
- Contact.
[[phone_number]] - Employee.
[[employee]] - Call Direction.
[[call_direction]] - Call Time.
[[call_start]] - Call Event.
[[call_event]] - Recording.
[[recording_url]] [[transcription]]
- Contact.
- 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.
- From HubSpot, 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.
If you have any questions about this process, or if you need assistance, please reach out to our Support Team by dialing HELP(4357) on your desk phone, calling (972) 924-6488, or submitting a ticket.