Hubspot integration includes the following:

1. Manual processing of the lead or automated creation of:
   1. Uploading the employees from Hubspot;

• contact;
• contact and deal;
• create a company and a deal
• manual processing;

3. Click-to-call from CRM (with Google Chrome extension);

4. Pop-up widget on an inbound and outbound call;

5. Transfer of the call recording to Hubspot;

6. Forwarding to the personal manager;

<aside> 💡 If your pricing plan is Starter you can enable the integrations package in your account settings (Administrator > Account > Rates and options). For other pricing plans, the integration is included in the subscription.

</aside>

How to switch on the integration:

1. Go to Administrator > Account > Integrations

2. Find the Hubspot logo and press Enable;

3. On the Hubspot privacy page - choose the account and jump to the integration settings in the Callgear account.

Basic settings:

1. The initial call processing settings:

Choose what to create on the first incoming calls from the client: