Make and receive calls with HubSpot Contact details directly in team messaging
The HubSpot Add-in for RingCentral allows users to take calls within the RingCentral app and see contact details directly in a team. It also allows you to find and share details of a company, contact, deal, and ticket with other team members in a team.
While on a call with a contact, you can:
While in a chat with colleagues in team messaging, you can:
You must be an admin user in HubSpot to install the add-in into your company account.
To make use of this add-in, an admin user in HubSpot must install the add-in into your company account on HubSpot. Instructions below are for installing the HubSpot Add-in into RingCentral App.
1 . Click "Install Bot" below the logo above if the bot is not installed.
2 . Then message the bot directly where HubSpot notifications will be delivered.
3 . Send the message "@bot_name help" to the bot to see a list of commands.
4 . You will need to authorize both RingCentral and HubSpot to work with this bot. Send the message "@bot_name login" to start the process.
5 . First authorizeRingCentral by clicking "Login RingCentral"
6 . Then, you need to authorize HubSpot by clicking "Login HubSpot". Make sure to pick the account you want to integrate this bot within HubSpot.
At this point, the HubSpot Add-in has been installed and setup. Next, start using the bot to search for companies, contacts, deals, tickets. As new calls are made/received, you will see the contacts information appear as a notification in the bot.
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When authorized, this app will be granted the following permissions:
|Read Accounts||View user account information, e.g. name, business name, and contact info|
|Team Messaging||Post messages, as well as view, edit and delete Team Messaging related data|
|Webhook Subscriptions||Manage and subscribe to webhook notifications|