HubSpot

Automatically import and analyze calls recorded in HubSpot from Salescaling.

Call integration with HubSpot

Salescaling allows you to automatically import your calls made in HubSpot, making it easier to manage and analyze your business interactions. To take advantage of this integration, follow the steps and keep in mind the requirements described below.

How do you connect your HubSpot account?

1. Access your Salescaling.

2. Go to the Integrations in Settings.

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

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

Call import is instant. 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

In order to authorize the connection of third-party applications such as Salescaling through OAuth, the user performing the process must have Super Admin permissions or specific permissions to install and manage Marketplace applications in the account of 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 the owners (users) of the objects.

• oauth: Standard permission for authentication.

What calls are imported from HubSpot?

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

• Call date: Only calls made in 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 do you enable call recording in HubSpot?

Important notes

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

• Make sure that the users on your team in HubSpot use the same email address as in Salescaling so that 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 only one, although it is recommended to keep CRM active so that calls can be linked to contacts and opportunities.

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