HubSpot CRM

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Steps to integrate HubSpot CRM with Servetel

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  1. Login to your Servetel account.
  2. Select Integrations under Services tab.

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  1. Enable the HubSpot CRM integration with Servetel by enabling the toggle button.

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  1. Enable the CRM for the user and enter the HubSpot API token.

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  1. Note: The HubSpot API key is located under Integrations tab of Settings in your Hubspot account.

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  1. Login with User's Servetel account and install the HubSpot native app through it.

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  1. Click on Grant access button to authenticate. You may further proceed to use the HubSpot CRM services.

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  1. You can make calls from HubSpot CRM by clicking on dial icon present next to the contact.

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  1. You can view the list of call logs under Calls section.

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Updated 5 months ago