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:
The customer must have an Admin account set up in HubSpot and be an Office Manager Scope in the UCaaS Portal to setup this integrator.

⚠️ 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 Successful! ✅

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: Setup Complete

Below is a Call Example within HubSpot:

How to Locate Calls:

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