功能
- 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
如何接入
1
Connect your HubSpot account
Click Connect below to authorize Cliqtel with your HubSpot portal via OAuth.
2
Configure call logging
Select which call types to log and set default call outcomes for automatic logging.
3
Verify contact matching
Make a test call from a known contact to verify the call appears on their timeline.
4
Test end-to-end
Confirm call duration, direction, and recording link appear correctly in HubSpot.
前置要求
- 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
API 集成
此集成通过 OAuth 连接。无需配置 SIP 中继。
鉴权方式
oauth
类型
API / Webhook
接入后核对清单
- OAuth connection shows Connected in Cliqtel portal
- Test call creates an Engagement in HubSpot
- Contact matching finds correct contact
- Call duration logged correctly