Hubspot Exotel CTI provides a seamless way to handle customer calls from Hubspot. Make outbound calls, take call notes, and get complete call details including recordings on your Hubspot dashboard. Customers can now increase team productivity and avail a better experience.


Integration features:

  • Click to Call - Place outbound calls to customers from Hubspot directly. Work on just one interface and improve your agent productivity by eliminating context-switching.

  • Call pop-up - All calls take place in a call pop-up that has all information related to the call including on-call actions like adding call notes.

  • Call Details - Call Recordings, Call Duration and on-call notes get automatically added to the call engagements created. More details related to the call can be added later.

  • User Mapping - Map Exotel to Hubspot Users and define their VNs and contact numbers simultaneously in one place.

  • Ticket history - Get access to engagements/tasks/leads history related to contact on the call and provide a personalized experience.


Configuration

Follow the following prerequisites and steps to configure the integration both at Exotel and Hubspot end.


Prerequisites

To have a successful integration with the Hubspot account, you must complete the following tasks:


  1. Sign up for an Exotel Account

  2. Verify your account through phone or email

  3. Get your account KYC verified

  4. Purchase ExoPhone to be used by Hubspot users/agents for outbound calls


Setting up of Exotel Integration


To set up the integration, follow these steps:


  1. Find the Hubspot CTI in App Bazaar and click on “Know More”

  2. Click on Login and login to your Hubspot Account on redirection

  3. Choose the Hubspot account you want to integrate with Exotel and the Exotel API name

  4. On the “installed Apps” page, click on “Buy” to purchase the app and access the user mapping page

  5. Click on “User-mapping” and click on the “Sync” button to fetch users from your Hubspot account. Add the details needed for the user mapping and click on done


Step 1: Find the Hubspot CTI in App Bazaar and click on “Know More”.


To Find Hubspot CTI in Exotel App Bazaar:


  1. In my.exotel.com, go to the ‘App Bazaar’ section.

  2. Hubspot CTI will be found on the top row.

  3. Click on “Know More”




Step 2: Click on Login and login to your Hubspot Account on redirection


  1. Click on “Login”, and you will be redirected to HubSpot's login page.HubSpot's

  2. Log in to your HubSpot account which you want to integrate

  3. Choose the Hubspot account you want to integrate into the case you have multiple accounts(eg:  test, developer account)




Step 3: Choose the Hubspot account you want to integrate with Exotel and the Exotel API name


  1. After logging in to Hubspot, you will be redirected to choose the Hubspot account with which you want to integrate into the case you have multiple accounts 

  2. Select the account and click on “Choose Account”

  3. Fill the reCAPTCHA and authorize Exotel

  4. Choose the API name from the dropdown using which you want to make calls in the integration and click on Install




Step 4: On the “installed Apps” page, click on “Buy” to purchase the app and access the user mapping page


  1. Once the app is installed you will be redirected to the “installed apps” page

  2. Click on the “Buy” button to purchase the app and access the user mapping page without which you won’t be able to make calls in Hubspot

  3. Once you purchase the app, the User-mapping page link will be enabled in the same row


 



Step 5: Click on “User-mapping” and click on the “Sync” button to fetch users from your Hubspot account


  1. Click on “User-mapping” for the Hubspot app

  2. Click on the “Sync” button to fetch all your users/agents from Hubspot

  3. Fill in the details like Exotel user, choose caller id(dropdown) and the mobile number of the agents where they will receive calls

  4. Click on “Done”





Known- Limitations

  • On-Call Events: For both Incoming Call and Outbound Call pop-ups, the call events (like CallAnswered, Ringing, etc.) will not be triggered. Hence, once the call is over, the outcome can be selected in the call engagement.

  • Incoming call intimation: Hubspot doesn’t support incoming calls and hence we do not provide any intimations for incoming calls in the iframe.

  • Hubspot Plan: Customers need to have a Sales/Service Hub Starter Plan or above on Hubspot to be able to use third-party calling apps. More details 

  • Cluster/Region: Hubspot CTI app is only available for customers who have their accounts in the Singapore cluster.

  • International customers: International customers do not have access to the app store in their Exotel dashboard, hence please impersonate their account and install the integration on their behalf.


Hubspot App - UI screens









Revoking Exotel-Hubspot Integration

To revoke Hubspot-Exotel Integration, please go to the “App Bazaar” → “Installed apps”  page. Click on “uninstall” for the Hubspot app listing.



Pricing :

➜  Recurring Fee for Indian customers: Rs 499/month.

➜  Recurring Fee for International customers: $10/month.

NOTE:
➜  Accounts will be charged on a pro-rata basis.