A sayso call Activity logged on a HubSpot contact record. The Activity entry will note the date and time of the call, which sayso topic was discussed, which web page the caller called in from, which of your business’s representatives answered the call, if the call was answered or not, and the call’s duration. Logging sayso Activity in the Caller’s HubSpot Contact RecordĪn Activity will be logged in a sayso caller’s HubSpot contact record. If no matching HubSpot contact record is found, a note stating that no record was found will be displayed in the OnSIP app. If a HubSpot cookie is found, it will get the exact Contact ID for the caller and display that contact record in the OnSIP app. If it finds a match*, it will display the contact record in the OnSIP app.įor incoming sayso calls, the Integration will look for a HubSpot cookie on the caller’s computer. The HubSpot Integration works for both incoming PSTN calls and incoming sayso calls.įor incoming calls from the PSTN, the Integration will take the phone number of the caller and search for a matching phone number in your HubSpot database. How the Integration Matches a Caller to a HubSpot Contact Record The caller’s recent HubSpot activity will be presented there, as well as a link to view the caller’s contact record in HubSpot.Ī HubSpot contact record embedded in the OnSIP app during a phone call. Then, on an incoming call window in the OnSIP app, as well as the main active call screen, the caller’s matching HubSpot contact record will be embedded below the call handling options.If the user has forgotten his login credentials (SIP address and/or password), he can retrieve or reset it from the app’s login page. Open and log into the OnSIP web app at, using the user’s OnSIP login credentials (different from his HubSpot credentials).Direct each user to log into HubSpot with his own unique login credentials.Once the integration is enabled, have each of your business’s OnSIP app users follow these brief directions: Read through the Request for Integration Permissions page and click on the Grant Access button.Įnabling the Integration for Each OnSIP App User.Enter in your user credentials and click on the Log In button. A new window will open up requiring you to log into your HubSpot account.Scroll down the App Settings page to the HubSpot Integration toggle.Click on your profile picture in the top right corner of the app and select App Settings from the dropdown menu.Have your OnSIP Account Administrator log into the OnSIP web app at.Here’s how you can enable it:Įnabling the Integration at the Organization Level ![]() This free integration is for businesses that use HubSpot CRM.Ĭurrently, this integration is only available for the OnSIP web app. With the OnSIP HubSpot Integration, an incoming caller’s matching HubSpot contact record will be automatically embedded in your OnSIP app.
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