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.
Connect CloudCX with HubSpot CRM
（1）Log in to your CloudCX account.
（2）From the left navigation menu, go to App & Integrations.
（3）Go to the HubSpot card, and click Settings.
（4）Click Connect with HubSpot and then provide your HubSpot login credentials.
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.
CloudFon also supports you to custom integration with HubSpot.
（1）HubSpot Configuration
Create or Login your HubSpot Developer Account：https://developers.hubspot.com/
Click to Create a developer account
Click to build an app
Select your job role and fill in your company information
When you're done, click on the Apps menu to create an app
Fill your App Info,copy Authorized Redirect URL and pasted to your App
Select the permission scope of the app,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
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.
（2）Cloudfon CX Configuration
Click custom configuration.
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.
Clik connect with Hubspot,choose your Hubspot account.
Warnning: Choose Standard HubSpot Accounts, don't select the App Developer Account you just created, or you won't be able to connect successfully.
Then you’re done the HubSpot Custom configuration.
Integration with WebChat/Inbox
After connecting CloudFon CX with your HubSpot, you need to choose whether you want CloudFon CX to record WebChat data as Task details, Contact details, or create a Ticket in your HubSpot account.
For Sales: Record Visitors as Contacts and Chats/Messages as Tasks
A Contact will be created for each visitor who cannot be found from the existing Contacts in the HubSpot account, and a task is created for each chat/message of the visitor.
Create a Contact
If a visitor is not found by email or name from the existing Contact in your HubSpot account, a new contact will be created for the visitor when a chat ends, or an offline message is submitted.
Create a Task
When creating a new contact, the chat/message is attached as a task . For an existing Contact, each chat/message from the contact will be added as a task.
For Service: Record Visitors as Contacts and Chats/Messages as Tickets
Contact will be created for each visitor who cannot be found from the existing contacts in your HubSpot account, and a ticket is created for each chat/message of the visitor.
Create a Ticket
When creating a new contact, the chat/message of the contact is attached as a task. For an existing contact, each chat/message from the contact is attached as a case.
Update Contact Information
If a visitor can be found from the existing contacts in your HubSpot account, options are available to decide whether the contact information will be overwritten:
Do not update the contact information.
Update the contact with information from WebChat.
Only add new information (Do not overwrite existing information)
Manually Create Contact/Ticket/Task
If you don’t want to create automatically, you can create them manually in your CloudFon CX Agent Console. Manually click on the action you want to perform, and the corresponding data will be recorded in your HubSpot account.
WebChat/Inbox Data You Can Get in Hubspot
You can set the Contact/Ticket/Task Object Fields mappings and Display in CloudCX.
