Our integration with HubSpot is different than Salesforce in that we don’t have a button inside of the CRM. We use the HubSpot system to sync the data between the two systems.
First, log into your Hubspot account and go to the app store and search for Phoneburner.
Choose the option that is "built by Hubspot".
Follow the steps to connect your Hubspot Account to your Phoneburner account and map your data.
Next, you will want to go to your PhoneBurner account and login and go to the integrations page ( account icon upper right/integration settings) and click details next to Hubspot and connect your account there and activate it.
If you see options at the bottom to map Hubspot Owners , set the owner again in Hubspot.
Once the connection between the 2 systems is done, PhoneBurner pulls your HubSpot contacts into the PhoneBurner contact manager. From that point forward, any changes made in HubSpot to those contacts are pulled into PhoneBurner and any changes to one of those contacts in PhoneBurner during a dial session is pushed into HubSpot.
To use the dialer, start a dial-session from PhoneBurner. The calls you make and the emails you send when using our system will get logged inside the contact in the HubSpot system.
Notes will appear like this:
If you manually import contacts, and then connect HubSpot, you may end up with duplicates and only those that are pulled in via the HubSpot integration will update back to HubSpot. The source area in the contact must say "HubSpot" to have it be connected .
Notes: HubSpot integration only allows two phone numbers to be pulled in for a contact.
* You can use a HubSpot trial account with PhoneBurner, but it may eventually run out and it doesn't allow for certain automation in Hubspot for mapping fields in PhoneBurner to Hubspot fields.
***Please contact firstname.lastname@example.org to get the integration reset if you have trouble connecting or get any errors in PhoneBurner.