Integrate your phone system with HubSpot CRM. Handle calls and queries efficiently and build stronger relationships with better context for every call.
Category:CRMWorks with:P-Series PBX System
HubSpot CRM integration for Yeastar P-Series PBX System helps your sales and support teams with better call handling and CRM experience.
With features like single-click dialing, inbound screen pop-ups, auto call journal, and more, users get the ability to track every interaction directly in HubSpot, make better calls, and get the most out of the customer’s data. No matter where you are and what phone terminal you use, connect with your contacts at ease and build relationships one conversation at a time.
Contact Synchronization. Sync CRM contacts to your business phone system, IP Phones, and Linkus Web/Mobile/Desktop Clients in near-real time. Always see the caller’s name no matter what phone terminal you are using. And get the convenience to search and call CRM contacts right from your own mobile/PC no matter where you are.
Incoming Call Screen Pops. An inbound call from your HubSpot contacts automatically triggers a browser screen-pop that shows the contact’s CRM records, bringing contextual details for quality interaction.
Single-click Dialing. By using Yeastar Linkus for Google Chrome extension, call a customer directly on HubSpot by clicking on their phone number, removing the need to toggle between systems.
Call Control. Make and receive calls without leaving HubSpot. Fetch all call control features (like call record, hold, transfer, etc.) in a matter of seconds.
Automatic Call Logging. Automatic logs your inbound/outbound calls in HubSpot CRM with data metrics such as date and time, call duration, call status, and more. Keep accurate call history and let your team spend more time on deals, not data entries.
Auto Contacts Creation. The optional feature to automatically create a new HubSpot contact/lead for an unknown inbound or outbound call.
P-Series PBX System
PBX plus more. Available as cloud, software, or hardware.
Quick Start Reference
Before you start, you need to have a Yeastar P-Series PBX (Enterprise Plan or higher) and a HubSpot account.
Not having a Yeastar P-Series PBX yet? Apply for a 30-day free trial here.
Login to your Yeastar PBX admin portal, go to Integrations > CRM > HubSpot get the authentication information.
Login to your Salesforce admin account and follow the instruction to create and configure an application for the integration..
Go back to the PBX admin portal to authenticate the application with your PBX.
Click to associate HubSpot CRM users with PBX extensions and start enjoying!
For a step-by-step guide with screenshots, please refer to the guides or video tutorial below.
Yeastar P-Series PBX: Enterprise Plan or Higher
HubSpot CRM: Free, Starter, Professional, or Enterprise
Contact the Developer
Please contact the developer to get the app or for tech support