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.
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.
Follow the following prerequisites and steps to configure the integration both at Exotel and Hubspot end.
To have a successful integration with the 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
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:
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
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
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
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
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”
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.
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.
➜ Recurring Fee for Indian customers: Rs 499/month.
➜ Recurring Fee for International customers: $10/month.
➜ Accounts will be charged on a pro-rata basis.