HubSpot

Call integration with HubSpot

Salescaling allows you to automatically import your outbound calls into HubSpot, making it easier to manage and analyze your sales interactions. To take advantage of this integration, follow the steps and consider the requirements described below.

How do you connect your HubSpot account?

1. Log in to your Salescaling.

2. Go to the Integrations section in Settings.

3. Find the HubSpot Calls integration and click Connect. A window will open where you must sign in with your HubSpot account and authorize access.

4. Once the connection is complete, you will be redirected back to Salescaling.

Call import is instantaneous. As soon as HubSpot finishes processing a new recorded call, it sends it directly to Salescaling and it will appear on your platform ready for analysis.

Required Permissions in HubSpot

To be able to authorize third-party app connections like Salescaling via OAuth, the user performing the process must have Super Admin permissions or specific permissions to install and manage Marketplace apps on the HubSpot.

During the process, Salescaling will request access to the following permissions (scopes) in order to read the necessary information:

• crm.objects.contacts.read: Permission to read contacts.

• crm.objects.owners.read: Permission to read object owners (users).

• oauth: Standard permission to perform authentication.

Which calls are imported from HubSpot?

After connecting your account, Salescaling will automatically import HubSpot calls that meet all the following requirements:

• Call date: Only calls made within the two weeks prior to the time of import will be imported.

• Matching user: The call must have been made by a HubSpot user whose email matches that of a paid user in Salescaling.

• Recording available: The call must have the recording stored in HubSpot. If the call has no recording, it will not be imported. How to enable call recording in HubSpot?

Important notes

• If you reconnect your account in the future, calls that meet the above requirements within the new two-week range will be re-imported, but only those that have not been imported previously.

• Make sure your team members in HubSpot use the same email address as in Salescaling so their calls are recognized and imported correctly.

• Imported calls will be available on the platform for analysis and management.

• The HubSpot Calls integration is different from the HubSpot CRM integration; you can have both active at the same time or just one, although it is recommended to have the CRM one active so that calls can be related to contacts and opportunities.

If you have questions or need help, contact Salescaling support.