INTEGRATION ADD-IN GUIDES

HubSpot CRM Dialing Guide

This Addin Guide contains proprietary information and shall not be used, disclosed, reproduced or shared, in whole or in part, without

HubSpot and/or the database used to store your contact data should already be configured and working correctly before proceeding with this integration.

Yap Softphone must also be installed already with the initial configuration completed. If this is not the case, please see the "Technical Installation Guide" or consult your system administrator.

Please note

Setup of the HubSpot Native Dialler should only be followed by a competent IT Person, due to configuration being required from the developer tools within the browser.

Information You'll Need

  • HubSpot User Credentials

1. How to use

Login into HubSpot

Then find a contact

Then click on the  “Call” button: and it will display the a list of telephone numbers associated with the contact. 

(Details on how to setup the HubSpot Calling Feature are on Notes Section 2 of this guide) 

Note: The first time you use the dialler you just need to click Yes to authorise it.

Then the next time you click on to the phone icon, it will make the phone call, whilst you are on the call you can make notes, then you can click the Hangup button. 

  

Click Save Call, and it will add the details the recent activities section.

 

2. How to configure the HubSpot Native Dialling extension

Login into HubSpot

In Microsoft Edge / or Google Chrome the instructions are similar

Click the 3 dots on the button corner of the screen  

On the menu choose, -> More tools, and then Choose -> Developer tools

  

Dev Tools, and then select the console option.

  


Then paste the follow code in

localStorage.setItem('LocalSettings:Calling:CallingExtensions', '{"name":"Go Integrator","url":"https://purple-mushroom-0aae8c603.5.azurestaticapps.net"}')

Unless you use this development tool before, it will give you a warning, about copy n paste coding. 


Please type-'allow pasting'

Then paste the code into the console again, and click enter. Once entered it will look like the below image. 

 

 

Then, if you Press F5 / Shift + F5 to refresh you browser , and then the next time you use the Dial button it will ask for permission, Click Yes, and you can continue Section 1