Stringee call integrates with HubSpot
1. Integration setting:
Note: Account HubSpot has a SuperAdmin role
In MarketPlace HubSpot search app “Stringee Phone”
Click Install app
After integration success, setting call in PCC:
- Users contact the support team to set up a hotline
- Then, depending on the user's business, create a Queue or IVR and allocate it to the number of hotlines
In create Agent > Click checkbox Integrate with CRM:
With:
- CRM type: HubSpot
- Agent's CRM email/id: Is email account in HubSpot (email mapping between agent PCC and account HubSpot)
- Agent's password: Is password login in softphone
Setting softphone:
Access the Chrome web store in Chrome, search the app “Stringee Phone CRM” and install
Link app: https://chromewebstore.google.com/detail/stringee-phone-crm/lcccbigjcofhklklboaomffpmjcdpoop
Note: App supporting install in Chrome, Coc Coc, Microsoft Edge (Don`t support in Opera and Safari)
Result:
Login softphone:
- Agents ID is ID agent:
- Password is Agents password in agent detail:
Result:
2. Features:
- Create a contact in HubSpot
- Push record file to HubSpot
- Display button call to call in contact list screen
