HubSpot Add-In for RingCentral app integration

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.

Key Features

While on a call with a contact, you can:

1. Display contact's essential information from the inbound or outbound voice call
2. Update the contact's lead status and life cycle stage in HubSpot
3. Create a new contact in HubSpot if one does not exist already
4. Block spam calls
5. Log call notes, outcome, and type to HubSpot

While in a chat with colleagues in team messaging, you can:

1. Search for a contact and display details from HubSpot
2. Find and display company details from HubSpot
3. Search for a deal from HubSpot and share with the team
4. Display a ticket from HubSpot and share with the team

Requirements

You must be an admin user in HubSpot to install the add-in into your company account.

Installation instructions

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.

RingCentral Labs

RingCentral Labs is a program that lets RingCentral engineers, platform product managers and other employees share RingCentral apps they've created with the customer community. RingCentral Labs apps are free to use, but are not official products, and should be considered community projects - these apps are not officially tested or documented. For help on any RingCentral Labs app please use the feedback link on the bottom left of each posted card and include your email address - RingCentral support is not yet available for these applications.