With HubSpot activity integration, users can check the time and type of MiiTel phone calls on HubSpot.
IMPORTANT
- To use this feature, you'll need to set the HubSpot integration.
- Only one Hub ID can be integrated for one Company ID.
How to integrate
- Log in to MiiTel Admin.
- Click Third Party Integration > HubSpot
- Click the Activity integration tab.
- Check Enable activity integration.
- Check the fields you like to register to the HubSpot activity, and click Save.
IMPORTANT
- Do not include hyphens (-) or spaces when registering the phone number to HubSpot. The activity will not be registered to the HubSpot record if hyphens or spaces are included in the phone number.
- If there are multiple records for the same phone number, the activities will be registered by the following conditions.
- If you are using MiiTel Phone for HubSpot and make a call to the phone number on the page where MiiTel Phone is activated:
→ Activities will only be registered on the page where MiiTel Phone is activated. - Other than the above
→ Activities will be registered to all records with the same phone number.
- When you add or delete the call memo in the call history, these changes will also be reflected in the activity.
- MiiTel's call history details will be registered in the "=" area. Also, if you add or delete a call memo, the details in this area will be updated. Therefore, if you like to directly add the call memo to the activity, please add the memo outside the "=" area.
- The following details can automatically be entered into the activity.
Outcome:
Connected is entered:
・If the other person answers the phone call
No answer is entered:
・If nobody answers the phone call
・Missed phone calls
・If the incoming call gets connected to a voicemail
Direction:
Outbound is entered:
・If you make a phone call
Inbound is entered:
・If you answer the phone call
・If the incoming call gets connected to a voicemail