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HubSpot

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HubSpot is a developer and marketer of software products for inbound marketing and sales. 

With Hubspot we create something called an "Engagement". This can be for example a form fill-in, or in our case, a phone call. An Engagement always attaches to a Contact, i.e. a person. We use the caller's phone number to search for a Contact.

It can be easily enabled to your Freespee account.

Here's how to do it:

1. Log in to Freespee, open the Workflows tab and search for Hubspot.

Freespee_Dashboard_1_1.png 

2. Click on the toggle to activate it and then edit to review the configuration and add the missing settings.

Freespee_Dashboard_2.png

 

3. Enter your Hubspot API key so that we can start tracking and send data. 

 

With our Hubspot workflow there are two optional selections: 
1) Only create new Engagement if Contact exists -- This means we'll only upload a new Engagement if the Contact already exists, i.e. we will not create the Contact if it doesn't exist. 
2) Automatically create missing Contacts -- This means we'll automatically create a Contact, if we cannot find the Contact

Freespee_Dashboard_4.png

 

What we track

(pick up via fs.js) 

  • hubspotutk

 

What we send

  • Engagement type ("CALL") 
  • Call start time 
  • Duration 
  • End number 
  • From number 
  • Call status (answered/missed)

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