CircleLoop integrates with Hubspot CRM, to give you synchronised contacts, click-to-call functionality and automated CRM notes for calls received, made, missed and voicemail.
Linking your CircleLoop & Hubspot Accounts
STEP 1: Create Your CircleLoop/ Hubspot Integration
- Open a new browser window, and navigate to integrations.circleloop.com
- Sign-in using your CircleLoop account email address & password
- Scroll down and locate the Hubspot integration
- Click on the Install button
- If you are not currently logged in to Hubspot, you will be asked to do that now:
- Your CircleLoop-Hubspot integration will now be installed (this can take up to 30 seconds).
Once initial setup is complete on the integrations page you can now select options to Log Call Recordings or Log Call Activities if you wish:
With your Hubspot and CircleLoop now linked make sure that within Hubspot Activity filter the CircleLoop feature is turned on.
STEP 2: Install our Google Chrome Extension
- Go to the Google Chrome Web Store
- Search for CircleLoop and Add the Extension (Add To Chrome)
The integration is now complete. Restart your CircleLoop app, refresh Hubspot and you're good to go!