HubSpot CRM

HubSpot CRM is a feature-rich and powerful CRM with a free subscription plan. Ringotel integrates seamlessly with HubSpot CRM, offering the following features:

• Identifies contacts on incoming and outgoing calls.

• Automatically creates Phone Call entities for incoming and outgoing calls.

• Syncs call recording, call subject, and call comment with the corresponding call activity record in CRM.

• Provides links to open Phone Call and Contact entities from the Ringotel app.

• Allows you to create contacts in CRM using the Ringotel mobile or desktop app.

• Imports contacts from CRM into the Contact lists of Ringotel users.

• Initiate a call from a CRM contact profile using the click-to-call feature.

Get started

To begin, sign in to your Ringotel Shell admin portal. Then navigate to Organization -> Integrations tab.

Open

On the HubSpot integration card, click "Enable Integration" and review permissions for connected users' accounts. Click Save & Continue, which will redirect you to authenticate on the CRM webpage.

Open

After successful authentication, grant requested permissions to enable Ringotel integration. You will then be redirected back to your Ringotel Shell portal for finalizing the integration.

In the Ringotel Shell portal, map your HubSpot users with those created in Ringotel. Users with matching email addresses in both systems will be automatically mapped.

Click Save changes. The integration should now be configured for all mapped users.

Importing CRM contacts

The integration allows automatic identification of contacts during incoming calls. Additionally, you can import existing C/RM contacts into contact lists of Ringotel users.

Go to Organization -> Contacts, then click on Import button.

Switch to the HubSpot tab if it appears (this indicates successful configuration).

Click on Next button to retrieve a list of your CRM contacts.

Once loaded, click on Import button to start importing them. The process may take some time depending on the number of contacts in your CRM. You can close the window, as the import will continue in the background.

Click-to-call HubSpot Contacts

With the click-to-call feature, users can initiate a call from their HubSpot contacts page and dial them through the connected Ringotel Softphone or desk phone registered using the Terminal Password feature.

1. In the customer’s profile, click “Call” and select Ringotel as a Calling Provider (Call From → Other Providers → Ringotel):

2. Initiate call to a phone number and the calling widget popup should appear:

3. Your Ringotel app or connected IP Phone should receive a callback call. The desktop app, when connected via the Terminal Password IP Phones, should automatically answer the calls. On the mobile app, simply answer the incoming call and the system will connect you with the customer automatically.