Stringee call integrate with Hubspot
1. Create Hubspot account
Click the link to register an account: Sign up.
If having an account, click the link to login.
2. Register Stringee PCC account
Login https://pcc.stringee.com/login and select a project:
- Create Queue https://pcc.stringee.com/setting/queue.
- Create Group https://pcc.stringee.com/setting/group.
- Create Agent https://pcc.stringee.com/setting/agent.
- Go to Agent setting, tick the box Integratie with CRM, at CRM type choose Hubspot and input email/password.
3. Add Softphone extension in Chrome
- Turn on Chrome developer mode.
- Download extension: Softphone
- After downloading, go to chrome://extensions. Click button Load unpacked and load the extension file.
- You can see the extension Stringee Phone CRM after successful upload.
4. Integrate PCC and Hubspot
Click the link Integrate
After Hubspot connects with PCC, click the Softphone extension and login Softphone:
In here:
- Username: Agent ID.
- Password: Password you create in Agent setting Integrate with CRM -> Agents password.
Then, in contact list and contact detail, click the call icon, Softphone will pop-up. Now you can make call.
Note: The agent account to login to Softphone must belong to the PCC project that connects with Hubspot, otherwise you can't get a call log.