HubSpot Integration User Guide

HubSpot Integration User Guide









STEP 1: Copy and paste this link  https://web.pressone.africa/integration  on your browser.



STEP 2: Click Install. This will redirect you to the HubSpot place.




STEP 3: Choose an account. Click Choose Account button




STEP 4: Click Connect app button. This will redirect you to the PressOne web portal. Click Done.




4 Things You Can do with the PressOne <> HubSpot Integration



1 - Call Customers Directly From HubSpot

Go to Contacts page on your HubSpot portal.
Select the contact you want to call. Click the call icon


2. Call Any Phone Number Directly From HubSpot

To enter/paste a number, click Dial Pad on the menu.


3. View Your Call History on HubSpot

Click "Call logs" menu to view your call logs


4. Receive Incoming Calls on HubSpot. No need to jump between apps.

You will be able to receive incoming calls on the app as well