HubSpot CRM
Steps to integrate HubSpot CRM with Servetel
- Login to your Servetel account.
- Select Integrations under Services tab.
- Enable the HubSpot CRM integration with Servetel by enabling the toggle button.
- Enable the CRM for the user and enter the HubSpot API token.
- Note: The HubSpot API key is located under Integrations tab of Settings in your Hubspot account.
- Login with User's Servetel account and install the HubSpot native app through it.
- Click on Grant access button to authenticate. You may further proceed to use the HubSpot CRM services.
- You can make calls from HubSpot CRM by clicking on dial icon present next to the contact.
- You can view the list of call logs under Calls section.
Updated 12 months ago