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General CRM · HubSpot

HubSpot

WindowsStandardPlus Client Add-In
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Published feature support

What this configuration supports

Address Book Search
Supported
Caller details preview
Supported
Pop contact in edit mode
Supported
Live Mode
Supported
Click to dial via Telogix
Supported
Manual screen pop
Supported
Automatic call activity logging
Supported
Integration with Notes
Supported
Cached Mode
Not marked supported
Click to dial via business application
Not marked supported
Auto screen pop
Supported
Manual call activity logging
Not marked supported
Add contact
Supported
Additional features
Not marked supported

Notes & advisories

v3 Products: The method of integration we use for HubSpot is to periodically (daily/hourly) 'cache' the contact data which would then be available to identify the caller. This 'cached' contact data is used to identify callers therefore would not be 'live' data. (If you are unsure if your product is v3, please contact your account manager.)Please note, Click to Dial will only work from the Contacts List view. Clipboard Dialling is the preffered method of dialling when the Contacts record is opened.HubSpot no longer support API Keys. The new HubSpot integration works with Private Apps/Access Keys.

References & walkthroughs

Original Telogix listing