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Symphony Labs for HubSpot
Symphony Labs for HubSpot
by RingCentral Labs

Enhance HubSpot with an embedded webphone and a more collaborative CRM experience.

HubSpot Chrome extension for Symphony

Let Symphony for HubSpot enhance your Hubspot CRM experience by automating workflows, increasing call efficiency and improving the quality of customer interactions via this Chrome Extension.

This integration is an open-source community project found on Github, and is built on top of Symphony Embeddable, another open-source project supported by the Symphony community.

Key features

  1. Click-to-Call / SMS / Schedule Meeting: Place calls, texts and schedule meetings from within HubSpot using a hover-to-show tooltip to show click-to-call button on any phone number, saving time and improving call efficiency.
  2. Instant screen pop-up: Incoming and outgoing calls trigger screen pops with 360° view of the caller enabling quality interactions.
  3. Contacts sync: Sync HubSpot contacts to Symphony widget for easy direct dialing.
  4. Contacts activities access: view contact activities from within the widget.
  5. Call/SMS log sync: Sync Symphony call/SMS log and call recording to HubSpot contacts and deals automatically or manually so agents efficiently log call details.
  6. Easy Access: Connect on both Windows® and Mac®, using Google Chrome/Firefox.
  7. Active call control: Control active calls in other devices.
  8. Symphony Video: Click to open Symphony Video, sync Symphony Video to HubSpot

Known issues

  1. Calls dropped while navigating HubSpot website: While on a call, you may notice your call is dropped while navigating the HubSpot website. This is because HubSpot reloads the entire page, including any Chrome Extension, as part of the navigation. Page reloads reset every operation occurring on that page including the Symphony call.

Workaround: You can redirect calls to the Symphony App or Symphony Phone App. Doing so will retain the call in these apps while navigating the HubSpot site. Once the call ends, the Chrome Extension will allow you to choose an outcome and take notes on the call before the call is automatically logged into HubSpot.

  1. Many log notification messages pop for a single text: When the first text using the new Chrome Extension is logged, multiple log notifications will appear. This is due to the Chrome Extension logging the history of your text messages and will only occur the first time.

Workaround: Just wait for the messages to gradually disappear.

  1. May prompt you to create a new contact when the contact already exists: Occasionally, you may notice that the Chrome Extension is prompting you for a name and email address to create a new contact with the number, even though you already have a contact with that name and email. Trying to repeat the name and email and submitting the contact will result in a "Contact create failure". The reason is the index either hasn't completed or had an initial issue with syncing the contact record.

Workaround: By looking up the contact and adding a dot (.) or dash (-) to the number, you can trigger an immediate sync and the contact record will become available and match. Then you will be able to add your notes and call result (call outcome) to log the call to the contact.


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App Scope and Permissions

When authorized, this app will be granted the following permissions:

Read MessagesView message store data, including SMS, fax, voicemail, etc.
Read PresenceView user presence status
MeetingsCreate, view, update and delete meetings
VoIP CallingRegister VoIP-enabled devices, and make and receive VoIP calls
Read Call RecordingDownload call recording content and media
GlipDeprecated: TeamMessaging permission should be used instead
InteroperabilityFacilitate inter-app authorization and perform other interoperability functions
Read ContactsView personal address book contacts
Read AccountsView user account information, e.g. name, business name, and contact info
Telephony SessionsControl advanced telephony session features
Ring OutPerform two-legged ring out phone calls
SMSSend and receive SMS/MMS messages
Team MessagingPost messages, as well as view, edit and delete Team Messaging related data
Internal MessagesSend, and edit intra-company text messages
Read Call LogView user call log records
Edit MessagesView and update message store data, including SMS, fax, voicemail, etc.
Edit PresenceView and modify user presence status