OneCloud Integration | Setting Up HubSpot CRM Integrator in the UCaaS Portal

Guide to Setting Up the HubSpot CRM Integrator in the UCaaS Portal

Important Note:
You must have an Admin account set up in HubSpot and be an Office Manager Scope in the UCaaS Portal to setup this integrator and access the Recording links.

User/Agent Identity:

The OneCloud Portal matches emails from the portal to HubSpot.

If there is no email on the UCaaS Agent/User, the HubSpot admin can add the user's extension number in HubSpot to be matched.

Step 1: Access the OneCloud Portal

a. Login to your OneCloud Portal
https://myonecloud.com/portal/home

Step 2: Navigate to Integration Tab

Step 3: Enable HubSpot CRM Integration

Select "Enable" next to HubSpot CRM (this will launch a window).

Step 4: Link Your Account

a. Enter Login Credentials

b. Choose Account

c. Allow for the connection by selecting "Connect App"

Step 5: Integration Successfully Enabled

The integration is now Enabled in the OneCloud Portal.

a. Successful Integration confirmation

Step 6: Enable Users (Click the Pencil Icon)

Here you can enable specific users to send Call, SMS, and Meeting Data to HubSpot CRM.

      a. 

            

Step 7: Adding Extension number to HubSpot User

(This process is critical for matching the UCaaS agent to the HubSpot User if the agent does not have an Email Address)

Please Note: Once a User in HubSpot is created with a specific email address that address cannot be changed.

1. Select on the "Gear" Icon to go to Settings

2. Once in Settings go to Users & Teams

3. Use the Search function in Users & Teams to locate the specific users

4. Select on the User's Name to access Account

5. Select "Preferences" out of the Columns

6. Add User's Extension Number into the Extension Box

Please Note:

HubSpot will require a phone number within the field next to extension, this can be the User's DID, Main Number, etc.

Step 8: Accessing Calls

Below is a Call Example within HubSpot:

How to Locate Calls:

Step 9: Accessing Call Recordings

Please Note: Due to security reasons OneCloud provides a link to the recording in the Notes/Description Section of the Call Recording. 

Additionally, for a call recording to be attached the UCaaS user who initiated or received the call must have Call Recording enabled on the User Level.

UCaaS User Recording Setting:


How to Access the Recording Links within HubSpot:

1. Select Recorded Calls View

2. Select Desired Call Record

3. Select call recording link within Notes Section 

4. Enter your email address for authentication (Authenticate by either Login with OneCloud or Enter email address and send code)

5. select Send Code

4. Authenticate via Login with OneCloud (Continue to last step if authenticating through login with OneCloud)

6. Enter Code received on email 

Once authenticated, you will have access to listen to the call recording

If you have any questions or issues, please feel free to reach out to OneCloud Support. 

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