Vitecall
CRM
Vitecall and HubSpot
Every call made in Vitecall is added to the HubSpot contact record, with its duration, outcome, and the sales rep's note.
What is synced
- Connection per sales rep: each one links their own HubSpot account.
- La fiche contact HubSpot est retrouvée par numéro de téléphone, puis par email.
- If no record matches, Vitecall creates one (workspace setting enabled by default, modifiable by an admin).
- Vitecall never modifies fields of an existing record.
- If multiple records match, nothing is sent for that call.
- Each call is added as a HubSpot call to the contact, with duration, outcome, rep note, and a link to the Vitecall recording. The connected rep is the owner.
- The outcome and note are updated on the same HubSpot call if entered later.
- Do not call: a note is added to the HubSpot record.
- Import HubSpot contacts into a Vitecall call list.
Setup
- 1Dans Vitecall, ouvrez Configuration puis Intégrations et cliquez sur Connecter à côté de HubSpot. Chaque commercial connecte son propre compte.
- 2Autorisez l'accès dans la fenêtre HubSpot qui s'ouvre, puis revenez dans Vitecall.
- 3An administrator chooses if Vitecall can create a record when no match is found (enabled by default).
- 4Lancez vos appels : chacun est ajouté sur la fiche HubSpot à la fin de l'appel.
- 5Pour vous déconnecter, cliquez sur Déconnecter dans Vitecall, puis retirez l'application Vitecall dans les réglages de HubSpot.
Exchanged data
- Read: contacts (name, phone, email, company) and HubSpot owner of the connected rep.
- Write: contacts created when no match is found, calls and notes associated with the contact.
- Permissions requested: crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.owners.read, oauth.
Question about this integration? Email us at bonjour@vitecall.fr.
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