HubSpot CRM Integration guide

General information about integration

SipSim.fr and HubSpot CRM Integration allows you to automate part of your business processes. The following options are available for incoming and outgoing calls via SipSim SIM cards:

• Deals creation

• Contacts creation

• Tasks about missed calls creation

• Calls and call recordings creation 

• Tickets creation

• Linking entities to pre-defined owners

• Using different pipelines for different managers
  
  

How to connect the integration

    At the start, you must have an active SipSim and HubSpot CRM accounts. To set up the integration, you must complete the following steps:

1. In your SipSim personal account, go to the "Integrations" tab in the left menu.
   
   
   
   

2. In "Available Integrations", find the integration with HubSpot CRM and click "Connect".

In the pop-up window, you have to enter the login and password for your HubSpot CRM account (If you are already logged in, you may not need to enter your login and password). During the authorization process, you will need to click on the "Choose account" button to grant access to data from your HubSpot CRM account.

Note: 

To ensure improved security, we use only the minimum permission scope required for the integration to work correctly. This includes the following permissions:

After successful authorization, you will be able to see the integration with HubSpot CRM in the list of "Connected integrations" and begin setting up the rules for the integration.

Integration settings

    HubSpot CRM and SipSim integration includes a wide range of settings to make interaction between systems flexible. The default settings are quite universal, but you can change them to suit your business processes. After checking all the settings, click “save”.
    There are 5 tabs in the integration settings:

• Managers;

• Pipelines;

• Inbound calls;

• Outbound calls;

• Main settings.

Managers

In this tab, SipSim numbers are assigned to specific managers (users in HubSpot CRM).

On the right there is a "Default User" selection. When you select a default owner in the entity creation settings, the created entities will be assigned exactly the user you select here. (in cases where the HubSpot CRM manager is not specified for the SipSim number in the table, the default manager will be used).

If necessary, it is possible to block a specific SipSim number so that entities are not created if this number is involved in calls. You can do this by uncheck the numbers you want to block.

Pipelines

    In this tab you can choose which pipelines deals and tickets  will fall into.
    If the “One Pipeline for All Managers” setting is enabled, all deals/tickets will be created in the same pipeline with the same statuses for all the managers. You have to select the required Pipeline and Stage of the pipeline. 

If the “Managers' pipelines” setting is enabled, it becomes possible to select the required Pipeline and Stage of the pipeline for each manager separately.

Inbound calls and Outbound calls

    There are 2 tabs where you can change settings for outbound and inbound calls separately.

The “Create contact if there is no active one” setting is responsible for creating contacts. When this setting is enabled, a contact will be created during a call if there is no contact in the CRM that can be associated with this call.

Regarding the creation of Deals, there are 4 scenarios for creating transactions:

• Never - We never create a deal under any circumstances;

• Always – we create a deal with every call;

• If there is no active one – the deal will be created if there are no open deals 

The “Create tasks for missed calls” setting is responsible for creating tasks in case of missed calls. When the setting is enabled, regardless of whether you missed a call or did not reach someone, a task will be created with information that the call was not made.

The “Create ticket after call ends” setting is responsible for creating tickets.

Main settings

In this tab you can set a name for integration with a specific account or subaccount. You can also turn off integration with a specific account or sub-account. If this function is deactivated, entities in the selected account will not be created.