How to Setup the HubSpot CRM Integrator: Difference between revisions
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## Showing "Enabled" on domain | ## Showing "Enabled" on domain | ||
# 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 19: | ||
##* 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. | ||
Revision as of 11:45, 15 June 2026
- 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
- 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.
