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 MyOneCloud.com
• A HubSpot account with admin privileges (required to configure user preferences)

How to Enable Integration

1. Log Into OneCloud

• Visit MyOneCloud.com
• Log in using your OneCloud credentials

2. Access the Integration Settings

• Navigate to the top menu bar and click on "Integration" (highlighted with red arrow #1 in the image)
• Scroll down to find the HubSpot CRM card (which is highlighted with blue circle #2)
• Click on the "Enable" button on the right side of the HubSpot CRM card (pointed to by red arrow #2)

3. Enable HubSpot Integration

• Click on the HubSpot CRM (It will be greyed out if not enabled)
• A prompt will appear requesting your HubSpot login or Create a new HubSpot account

- It will ask you to choose an account

-After you have selected "Choose Account", the page should update to say "Integration successfully Updated, you can now close this window"

Please note that you might need to refresh the MyOneCloud.com page to see it update.

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)

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

   Steps:

2. Log in to your HubSpot Admin account
3. Click the Settings icon (⚙️) in the top right
4. In the left-hand menu, go to Users & Teams
5. Click the user's name you want to configure
6. Navigate to the Preferences tab
7. Scroll to Main Phone Number
   • Ensure the DID is accurate
   • Input the user's extension number
8. 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:

• Return to MyOneCloud.com
• Log in with your OneCloud credentials
• Go to Users → Integrations
• Click the ✏️ Edit icon next to the HubSpot toggle
• Select or deselect users accordingly

💬 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