| Info |
|---|
CloudFon CXCloudCX's integration with HubSpot allows you to access customer information in the CloudFon CX CloudCX Agent Console easily and synchronize data conveniently from CloudFon CX CloudCX to HubSpot. The integration delivers a consistent customer information management experience and improves your agent efficiency. |
...
| Table of Contents |
|---|
...
Connect CloudCX with HubSpot CRM
（1）Log in to your CloudCX account.
...
Note: You need to have particular sets of permissions in your HubSpot account for the integration to work. It is recommended that you use an Admin HubSpot account.
| Info |
|---|
CloudFon CloudCX also supports you to custom integration with HubSpot. |
...
After you have created the App, copy the client ID and client secret,it will be used later.
...
（2）Cloudfon CX （2）CloudCX Configuration
Click custom configuration.
...
Then you’re done the HubSpot Custom configuration.
Integration with WebChat/Inbox
After connecting CloudFon CX CloudCX with your HubSpot, you need to choose whether you want CloudFon CX CloudCX to record WebChat data as Task details, Contact details, or create a Ticket in your HubSpot account.
...
If you don’t want to create automatically, you can create them manually in your CloudFon CX CloudCX Agent Console. Manually click on the action you want to perform, and the corresponding data will be recorded in your HubSpot account.
...