Exotel Hubspot Calling Integration : Exotel Support Center

Video:

Hubspot Exotel CTI enables seamless handling of Hubspot customer calls.

On your Hubspot dashboard, you can make outbound calls, take call notes, and view complete call details, including recordings. Customers can now benefit from increased team productivity and a better overall experience.

Integration features:

Click to Call - Directly call customers from Hubspot. Work on a single interface to increase agent productivity by eliminating context switching.
Call pop-up - All calls are handled in a call pop-up that contains all call-related information as well as on-call actions such as adding call notes.
Call Details - Call recordings, call duration, and on-call notes are automatically added to newly created call engagements. More information about the call can be added later.
User Mapping - Map Exotel users to Hubspot users and define their VNs and contact numbers in one place.
Ticket history - Access the history of engagements/tasks/leads associated with the contact on the call to provide a personalised experience.

Pricing :

➜ For Indian customers, the recurring fee is Rs 499 per month.

➜ Monthly Recurring Fee for International Customers: $10

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

Configuration

Follow the prerequisites and steps below to configure the integration at both the Exotel and Hubspot ends.

Prerequisites

To successfully integrate your Hubspot account, you must complete the following tasks:

Sign up for an Exotel Account
Verify your account through phone or email
Get your account KYC verified
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:

Find the Hubspot CTI in App Bazaar and click on “Know More”
Click on Login and login to your Hubspot Account on redirection
Choose the Hubspot account you want to integrate with Exotel and the Exotel API name
On the “installed Apps” page, click on “Buy” to purchase the app and access the user mapping page
To get users from your Hubspot account, go to "User-mapping" and then "Sync." Fill in the blanks for the user mapping and click Done.

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

To find Hubspot CTI in the Exotel App Bazaar:

In my.exotel.com, go to the ‘App Bazaar’ section.
Hubspot CTI will be found on the top row.
Click on “Know More”

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

Click on “Login”, and you will be redirected to HubSpot's login page.HubSpot's
Log in to your HubSpot account which you want to integrate
If you have multiple Hubspot accounts, select the one you want to integrate.

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

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
Select the account and click on “Choose Account”
Fill the reCAPTCHA and authorize Exotel
Select the API name from the dropdown that you want to use to make calls in the integration and click Install.

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

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

Click on “User-mapping” for the Hubspot app
Click on the “Sync” button to fetch all your users/agents from Hubspot
Fill in the details like Exotel user, choose caller id(dropdown) and the mobile number of the agents where they will receive calls
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.