Hubspot

hubspot-logoTo set up call2CRM to interact with Hubspot you’ll need your ID which can be found in the top left of the screen when you log in.

Once you add your Hubspot ID the app will then ask you to log in to complete the authorisation process.

*Important* Email Addresses

To create a new contact in Hubspot and email address is a required field. To over come this (as you might not know it at the time) we’ve set the app to automatically generate a random email address, this enables the contact to be created.

A task is also created prompting you to check the contact will be created within Hubspot so that you can edit the email address at a later stage.

Premium Users

If the contact stored on your phone has an email address populated then this, instead of the random auto generated one, will be passed to Hubspot to create the new contact.