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HubSpot Connector Activation
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Installing the HubSpot integration is quick and easy. Follow these steps to learn how.

Note: If you wish to start using Talkdesk HubSpot Connector, please reach out to your Customer Success Manager before you follow the steps below.

 

Finding the Contact List ID

Note: If you don’t intend to use a specific Contact List, skip this section.

By default, the HubSpot integration fetches all Contacts in your HubSpot instance, but you can fine-tune it to only use Contacts from a specific Contact List.

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To find your Contact Lists, in the navigation bar on top of the screen, navigate to Contacts > Lists in the navigation bar.

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In the All Lists page [1], find the desired List and click on it to open the “List Details” page.

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Now, in the list details page, click on Actions [2] on the upper right side of the page, and then choose Details [3].

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On the “List details” modal, find the “List ID” field and copy its value. In the example above, this would be 1.

 

Activating the HubSpot Connector in Talkdesk

The HubSpot integration can be activated in Talkdesk by following these steps.

 

Configurations on Talkdesk

  1. Log in to your Talkdesk account as an Administrator.

  1. Go to Builder [1] > Integrations [2]
  2. On the Browse Integrations tab [3], search for Talkdesk HubSpot Connector and click Add [4] 

  1. Fill the Contact List field with the List ID data, and choose the desired options for the integration:
    • Connect to CTI: ensure CTI connection, mandatory for using Talkdesk Embedded, and perform click-to-call action
    • Synchronize Contacts: Import and synchronize contacts from HubSpot.
    • Synchronize Agents: Match agents in HubSpot to Talkdesk agents with the same email address.
    • Load Interactions: Automatically load past interactions (e.g., calls) with your contacts when opening their profile.
    • Interaction Types: Type of interactions to be loaded.
    • Contact Types: Type of Contacts to be loaded.
  2. Once you have selected all the options, click the Save and Authorizer button [3]. This will open a new browser page in HubSpot.
  3. Log into a HubSpot account with Super Administrator privileges on the desired instance, click the radio button next to said instance and click the Choose Account button [4].
  4. On the following page, you will find a list of the access requests for the integration. Finish by clicking on the Connect app button. image5.png
  5. If the setup was done correctly, you see a screen confirming that the integration was successfully installed. 
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Note: If you see an error screen with the message “Denied: 422” it means you have chosen an incorrect List ID in the integration configuration page. Revisit the earlier steps to see how to correctly get the List ID and try again.

You can now close this tab and go back to the Talkdesk configuration page. Once there, refresh your browser to update the integration configuration page.

Note: Integrations installed using OAuth authentication cannot be modified once the installation is completed. The only way to change a value or option is to remove the integration and add it again.

 

Configurations on HubSpot

  1. On HubSpot, go to Settings [1] and on the Integrations section, select Connected Apps [2].

  • On Apps [3], select Talkdesk Connector [4].

  • Select the region in which your Talkdesk account is provisioned.

For more information about Talkdesk HubSpot Connector and how to configure click-to-call, Talkdesk Embedded, or automations, check these articles.

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