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:
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
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: