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CloudFon CX's integration with HubSpot allows you to access customer information in the CloudFon CX Agent Console easily and synchronize data conveniently from CloudFon CX to HubSpot. The integration delivers a consistent customer information management experience and improves your agent efficiency. |
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Fill your App Info,copy Authorized Redirect URL and pasted to your App
Select the permission scope of the app
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,You can choose to turn advanced scope Settings on or off the Required scope.if you turn on the options,These required scopes must be included:
crm.lists.read
crm.lists.write
crm.object.companies.read
crm.object.companies.write
crm.object.contacts.read
crm.object.contacts.write
crm.object.owners.read
ouath
tickets
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if you turn off the options,These required scopes should be included:
crm.object.companies.read
crm.object.companies.write
crm.object.contacts.read
crm.object.contacts.write
crm.object.owners.read
ouath
tickets
After you have created the App, copy the client ID and client secret,it will be used later.
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Fill in the Client Id and Client Secret of your HubSpot application into Client-id and Client-Secret, and fill "https://app.hubspot.com/" into both Account Server Address and CRM address.
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Clik connect with Hubspot,choose your Hubspot account,It's not the app account you just created！
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Then you’re done the HubSpot Custom configuration.
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