Before connecting HubSpot with Dialpad, ensure that you have:
HubSpot Blog Marketing, sales, agency, and customer success blog content. Customer Blog Examples of how real customers use HubSpot for their business. Product Updates Blog Updates on the latest releases from HubSpot’s Product team. Click to toggle HubSpot Sales switch off. If you're using the add-in in your Outlook desktop app on a Mac, you can also uninstall the add-in from Outlook 365. Or, you can take the steps below to uninstall the add-in from your Outlook desktop client: Click the Store icon in your Outlook inbox ribbon. In the left sidebar menu, click My Add-ins.
Note:
Users of this integration do not need administrator access to either HubSpot or Dialpad. https://menmecomleu.tistory.com/14. Enabling integration enables it for the entire company.
To enable for the whole company, navigate to the Company Integrations settings page on Dialpad Admin portal > on Hubspot click on Connect.
Dialpad will automatically redirect you to the HubSpot login page. Choose one account to connect to Dialpad from your listed HubSpot accounts.
Once the HubSpot account is connected to Dialpad, you will be redirected to the Integration settings page. Under HubSpot>Options, select configure which will bring up the Office Access and Settings tabs.
Office access allows you to enable the integration for users belonging to a specific office. Google home app macbook.
On the Settings tab, select ‘Log Calls as Activities’ for automatic call logging. You may also choose to post call recordings to HubSpot as well as to generate activities for voicemails
After the completion of these steps, all users with a valid HubSpot Sales Hub account will see the integration in the sidebar of their Dialpad App.
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