Fonctionnalités
- Automatic call logging to HubSpot Engagements
- Contact timeline integration
- Caller matching by phone number
- Call outcome and disposition tracking
- Call recording links in HubSpot
- Works with Sales Hub and Service Hub
Comment connecter
Prérequis
- HubSpot Sales Hub or Service Hub (Starter or higher)
- HubSpot admin access for OAuth authorization
- At least one active Cliqtel SIP trunk
- Cliqtel numbers with active call routing
Intégration API
Cette intégration se connecte via OAuth. Aucune configuration de SIP trunk n'est nécessaire.
Liste de vérification après configuration
- OAuth connection shows Connected in Cliqtel portal
- Test call creates an Engagement in HubSpot
- Contact matching finds correct contact
- Call duration logged correctly