OneCloud for HubSpot Setup Guide | OneCloud Support Portal

OneCloud for HubSpot Setup Guide | OneCloud Support Portal

Setup

Users may install the OneCloud for Hubspot application from the HubSpot App Marketplace or using this link.

Info
If you do not have the required permissions to install the application, select Request to install.

Your HubSpot admin(s) will be notified and can continue the installation process.


Once the app is installed, users may access the calling features from any HubSpot Object with an associated phone number.

Selecting the Call button on the record will display the calling options.  Make sure that OneCloud is selected as the calling provider.




To place the outbound call, select the phone number in the dropdown you are attempting to call.


If this is your first time launching the application, you will need to enter your OneCloud credentials.  Once you are authenticated, the call will be placed.



Info
Your authentication session will be stored in your browser's cache allowing subsequent calls to be placed immediately.


    • Related Articles

    • Analytics Wallboard Guide | OneCloud Support Portal

      Welcome to the call center analytics user guide. This article has been designed to help familiarize you with the basic layout, as well as guide you through creating an analytics board and some advanced features. Accessing the Analytics Board Note: To ...

    • AlertBlast User Guide | OneCloud Support Portal

      The Basics You can access your account by navigating to myalertblast.com or through myonecloud.com. The home screen provides a brief overview of the steps to follow to create and send a Message. Contact Groups must be created before the sequence of ...

    • Chats vs. Channels in OneCloud Connect | OneCloud Support Portal

      In OneCloud Connect, effective communication is key to productivity and collaboration. Two primary ways to communicate within the platform are through Chats and Channels. This article will help you understand the differences between these two ...

    • Setting Up a Salesforce Integration | OneCloud Support Portal

      Note: In order for AlertBlast to get your Salesforce campaigns, you need to make sure you have a user with API credentials. Add API Credentials to Users in Salesforce Note: This section needs to be completed by your Salesforce Admin. 1. Go into your ...

    • OneCloud Connect v2.0.1 Release Notes | OneCloud Support Portal

      New Features OneCloud Connect PWA Google Calendar Integration Bug Fixes Some participants joining meeting with moderator privileges Fixes to add and edit of personal meeting IDs Fixes to Microsoft 365 calendar syncing Copy link had incorrect meeting ...