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).
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!