How to Configure OneCloud Integrator + HubSpot

Overview:
The OneCloud HubSpot integration is a zero-touch solution designed to automatically log Voice/Calls, SMS, and Meetings at the contact level within HubSpot. Once configured, this integration requires no further user interaction for logging and provides accurate activity tracking for your sales and support teams.

Prerequisites

• OneCloud Office Manager Scope or above with access to manage.onecloud.com
• A HubSpot account with admin privileges (required to configure user preferences)

How to Enable Integration

1. Log Into OneCloud Manage

• Visit manage.onecloud.com
• Log in using your OneCloud credentials

2. Access the Integration Settings

• From the left-hand navigation bar, click Users
• Select the Integrations on the left side toolbar
• You will see a list of available CRMs

 

3. Enable HubSpot Integration

• Toggle the HubSpot CRM Integration switch ON
• A prompt will appear requesting your HubSpot login credentials
• Once entered, you’ll see a screen outlining the access permissions required for the integration

You’ll see a preview screen (shown below in this article) explaining what data the app can view and manage before final confirmation.

Permissions Requested

By enabling the integration, OneCloud will have access to:

• View and manage CRM contact data
• Create, delete, and modify contacts
• View user details and contact ownership
• Read and write to user CRM objects
• Basic account data (e.g., primary domain, HubSpot user emails)
• Allow app cards and other features tied to HubSpot records

Set User Extensions in HubSpot (Admin Step)

Once the app is connected, HubSpot admins need to configure user extensions for accurate call and SMS logging.

Steps:

1. Log in to your HubSpot Admin account
2. Click the Settings icon (⚙️) in the top right
3. In the left-hand menu, go to Users & Teams
4. Click the user’s name you want to configure
5. Navigate to the Preferences tab
6. Scroll to Main Phone Number
• Ensure the DID is accurate
• Input the user's extension number
7. Save your changes
   

You're All Set!

Once both the integration and user preferences are set:

• Voice calls, SMS messages, and meetings will auto-log on the associated HubSpot contact record
• No manual input is required
• Call transcriptions and summaries (if enabled) are also logged automatically

Managing Users & Modifying Integration Settings

If you need to add, remove, or change which users are synced:

Modify Users:

1. Return to manage.onecloud.com
2. Log in with your OneCloud credentials
3. Go to Users → Integrations
4. Click the ✏️ Edit icon next to the HubSpot toggle
5. Select or deselect users accordingly
   

Disable Integration:

• To turn off the integration, simply toggle the HubSpot CRM switch to OFF in the same menu.
  This will immediately deactivate all CRM syncing.

• 
  

💬 Need Help?

If you run into any issues or have questions, please contact our support team at support@onecloud.com or call 1-800-921-9680