OneCloud for HubSpot: Setup Guide

OneCloud for HubSpot: Setup Guide

Setup

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

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.



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


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