https://docs.na.xarios.cloud/desktop/en-us/config/integration/crm/ Recent content in CRM Integration on ~.UcClient.~ Unified Communications Hugo en-us https://docs.na.xarios.cloud/desktop/en-us/config/integration/crm/hubspot/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs.na.xarios.cloud/desktop/en-us/config/integration/crm/hubspot/ <h1 id="hubspot"> HubSpot <a class="anchor" href="#hubspot">#</a> </h1> <p>The HubSpot server-side integration connects ~.Dimensions.~ directly to your HubSpot CRM, enabling automatic contact lookup on calls and pushing call activity data into HubSpot without any browser add-on required for end users.</p> <p>Once configured, ~.Dimensions.~ will:</p> <ul> <li>Automatically look up the caller's phone number against HubSpot contacts when a call is received or made</li> <li>Create a call activity record in HubSpot when a call completes, populated with the call details</li> <li>Push transcriptions and follow-up tasks to HubSpot where Conversational Intelligence is enabled</li> </ul> <h2 id="prerequisites"> Prerequisites <a class="anchor" href="#prerequisites">#</a> </h2> <p>Before configuring the integration, ensure the following are in place:</p>