8.5 Integrating HubSpot in CloudFon CX

Connect CloudFon CX with HubSpot CRM

（1）Log in to your CloudFon CX account.

（2）From the left navigation menu, go to App & Integrations.

（3）Go to the HubSpot card, and click Settings.

Open

（4）Click Connect with HubSpot and then provide your HubSpot login credentials.

Open

（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,It's not the app account you just created！

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.