Guía de Marcación de HubSpot CRM

INTEGRATION GUIDE

This Addin Guide contains proprietary information and shall not be used, disclosed, reproduced or shared, in whole or in part, without

HubSpot y/o la base de datos utilizada para almacenar sus datos de contacto ya debería estar configurada y funcionando correctamente antes de continuar con esta integración.

HiHi Vision también ya debe estar instalado con la configuración inicial completada. Si este no es el caso, por favor consulte la "Guía de Instalación Técnica' o consulte a su administrador del sistema.

Por favor, tenga en cuenta

Setup of the HubSpot Native Dialler should only be followed by a competent IT Person, due to configuration being required from the developer tools within the browser.

Información que necesitará

HubSpot User Credentials

1. How to use

Then find a contact

Then click on the “Call” button: and it will display the a list of telephone numbers associated with the contact.

(Details on how to setup the HubSpot Calling Feature are on Notes Section 2 of this guide)

Note: The first time you use the dialler you just need to click Yes to authorise it.

Then the next time you click on to the phone icon, it will make the phone call, whilst you are on the call you can make notes, then you can click the Hangup button.

Click Save Call, and it will add the details the recent activities section.

2. How to configure the HubSpot Native Dialling extension

In Microsoft Edge / or Google Chrome the instructions are similar

Click the 3 dots on the button corner of the screen

On the menu choose, -> More tools, and then Choose -> Developer tools

Dev Tools, and then select the console option.

Then paste the follow code in

localStorage.setItem('LocalSettings:Calling:CallingExtensions', '{"name":"Go Integrator","url":"https://purple-mushroom-0aae8c603.5.azurestaticapps.net"}')

Unless you use this development tool before, it will give you a warning, about copy n paste coding.

Please type-'allow pasting'

Then paste the code into the console again, and click enter. Once entered it will look like the below image.

Then, if you Press F5 / Shift + F5 to refresh you browser , and then the next time you use the Dial button it will ask for permission, Click Yes, and you can continue Section 1