HubSpot Integration User Guide
HubSpot Integration User Guide
Table of contents
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
2. Call Any Phone Number Directly From HubSpot
3. View Your Call History on HubSpot
4. Receive Incoming Calls on HubSpot. No need to jump between apps.
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STEP 1: Copy and paste this link
https://web.pressone.africa/integration
on your browser.
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STEP 2: Click Install. This will redirect you to the HubSpot place.
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STEP 3: Choose an account. Click Choose Account button
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STEP 4: Click Connect app button. This will redirect you to the PressOne web portal. Click Done.
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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
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Outgoing call
Outgoing call
2. Call Any Phone Number Directly From HubSpot
To enter/paste a number, click
Dial Pad
on the menu.
PressOne widget showing the Dial Pad
PressOne widget showing the Dial Pad
3. View Your Call History on HubSpot
Click
"Call logs"
menu to view your call logs
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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
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