Sync your leads between Novocall and Hubspot, and follow up on them within the Hubspot CRM.
Want to integrate Novocall with Hubspot to streamline your workflow? With the Hubspot CRM integration,
you can choose how to sync contacts between Novocall and Hubspot, and be notified of new events right
from the Hubspot interface.
1. Register a HubSpot Account
Navigate to Integrations > CRMs on the Novocall Dashboard.
Click on the HubSpot card to register a HubSpot account
Select the notifications that you would like to be notified of in HubSpot, as well as whether contacts
should be synced with HubSpot, and if so, in which direction(s).
Upon clicking on Create, you'll be redirected to HubSpot. Select which HubSpot account you would like
to integrate with, and accept the permissions to allow Novocall to send and receive data to and from your
HubSpot account.
2. Display at Hubspot
Navigate to any contact, click on Filter activity and check Novocall under Integrations.
This allows Novocall notifications to appear in your contact's timeline events.
On the right hand panel, you can find a Contact via Novocall card that allows you to call the lead
directly via Novocall.
3. Editing Settings
You can change the notifications you receive on HubSpot back at the integrations page.
In order to remove the Contact via Novocall card and remove the Novocall integration with HubSpot,
you'll have to navigate to Settings > Integrations > Apps on your HubSpot dashboard.