{"id":6590,"date":"2023-10-16T14:37:57","date_gmt":"2023-10-16T12:37:57","guid":{"rendered":"https:\/\/elegant-margulis.82-165-125-94.plesk.page\/technical-documentation\/getting-started\/use-hubspot-integration\/"},"modified":"2026-09-22T10:01:51","modified_gmt":"2026-09-22T08:01:51","slug":"use-hubspot-integration","status":"publish","type":"post","link":"https:\/\/help.kavkom.com\/en\/api-integration\/hubspot-integration\/use-hubspot-integration\/","title":{"rendered":"Use the HubSpot integration"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Making Calls<\/h2>\n\n<p class=\"wp-block-paragraph\">There are several ways to make calls:<\/p>\n\n<ol class=\"wp-block-list\">\n<li>With the Kavkom Phone integrated into HubSpot, click the phone icon and then the number you want to dial<\/li>\n\n\n\n<li>Using an IP phone or the <a href=\"https:\/\/help.kavkom.com\/en\/categories\/downloads\/kavkom-phone\/\">Kavkom Phone app<\/a> by clicking the &#8220;Call&#8221; button on the Kavkom Card.<\/li>\n<\/ol>\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-passer-un-appel.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"499\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-passer-un-appel-1024x499.png\" alt=\"\" class=\"wp-image-6226\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-passer-un-appel-1024x499.png 1024w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-passer-un-appel-300x146.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-passer-un-appel-150x73.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-passer-un-appel-768x374.png 768w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-passer-un-appel-1536x748.png 1536w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-passer-un-appel.png 1902w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n<h2 class=\"wp-block-heading\">Number formats supported by HubSpot<\/h2>\n\n<p class=\"wp-block-paragraph\">When you add a number to a HubSpot property of the &#8220;Phone number&#8221; type, you can apply or remove formatting from the number.<\/p>\n\n<p class=\"wp-block-paragraph\">If number formatting is applied, HubSpot will automatically format your number into a standard format based on the number&#8217;s country code. These automatic formats will be supported by Kavkom&#8217;s HubSpot integration.<\/p>\n\n<p class=\"wp-block-paragraph\">If the formatting is removed, you can enter the number in any format you choose. In this case, to ensure that the integration works properly, be sure to enter the number in one of the supported formats listed below:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Original: 33102030405<\/li>\n\n\n\n<li>National: 01 02 03 04 05<\/li>\n\n\n\n<li>E164: +33102030405<\/li>\n\n\n\n<li>International: +33 1 02 03 04 05<\/li>\n\n\n\n<li>IDD: 0033102030405<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\">Automated Call Activities<\/h2>\n\n<p class=\"wp-block-paragraph\">Calls received or placed from a Kavkom line will trigger a call activity on the contact record if the number matches the one entered in a HubSpot &#8220;Phone Number&#8221; property, along with status, direction, and agent information, as well as the call recording.<\/p>\n\n<figure class=\"wp-block-image aligncenter size-large\" id=\"Les-fonctionnalit&#xE9;s-new-+-contact-activity-call\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-activites-appels.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-activites-appels-1024x576.png\" alt=\"Call Activities in HubSpot Contact Records\" class=\"wp-image-6229\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-activites-appels-1024x576.png 1024w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-activites-appels-300x169.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-activites-appels-150x84.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-activites-appels-768x432.png 768w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-activites-appels-1536x864.png 1536w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2023\/07\/Kavkom-integration-CTI-HubSpot-activites-appels.png 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n<p class=\"wp-block-paragraph\">If there is no match with any contacts, the call will be listed in the Contacts &gt; Calls menu without being assigned to a contact.<\/p>\n\n<h2 class=\"wp-block-heading\">Identification of the contact person<\/h2>\n\n<p class=\"wp-block-paragraph\">For every call where a contact is already saved in HubSpot, or when a new contact is created in HubSpot for numbers that aren&#8217;t yet saved, an overview card will appear in your Kavkom phone app with key information. Click (1) the link to access the contact\u2019s profile in HubSpot, or click (1) the \u201ceye\u201d icon to view more information on KavkomPhone.<\/p>\n\n<figure class=\"wp-block-image aligncenter size-full\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-identification-correspondant.webp\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"279\" height=\"557\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-identification-correspondant.webp\" alt=\"\" class=\"wp-image-7550\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-identification-correspondant.webp 279w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-identification-correspondant-150x300.webp 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-identification-correspondant-75x150.webp 75w\" sizes=\"(max-width: 279px) 100vw, 279px\" \/><\/a><\/figure>\n\n<p class=\"wp-block-paragraph\">Here is a summary of the information displayed:<\/p>\n\n<h3 class=\"wp-block-heading\">Contact<\/h3>\n\n<ul class=\"wp-block-list\">\n<li>&#8220;Title&#8221;: First and last name, if they are stored in HubSpot, with a direct link to the contact&#8217;s profile.<\/li>\n\n\n\n<li>&#8220;Company&#8221;: Name of the company associated with the number in HubSpot.<\/li>\n\n\n\n<li>&#8220;Email&#8221;: The contact&#8217;s email address.<\/li>\n\n\n\n<li>&#8220;Owner&#8221;: The owner of the contact. If there is a Kavkom user with a matching email address, the Kavkom user&#8217;s name will be displayed.<\/li>\n\n\n\n<li>&#8220;Last Contact&#8221;: The date on which the contact was last contacted, formatted as MM\/DD\/YYYY.<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">\u26a0\ufe0f Please note that HubSpot handles the routing of calls to businesses through the contact.<\/p>\n\n<h3 class=\"wp-block-heading\">Company<\/h3>\n\n<p class=\"wp-block-paragraph\">For each call in which a company is recorded in HubSpot with a calling\/received number, and no contact exists in HubSpot, the relevant information about the company will be displayed:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>&#8220;Title&#8221;: The company name as it appears in HubSpot, with a direct link to the company&#8217;s page.<\/li>\n\n\n\n<li>&#8220;Owner&#8221;: The owner of the company. If there is a Kavkom user with a matching email address, their name will be displayed.<\/li>\n\n\n\n<li>&#8220;Last Contact&#8221;: The date on which the company was last contacted, formatted as MM\/DD\/YYYY.<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\">Call Log<\/h2>\n\n<p class=\"wp-block-paragraph\">Incoming and outgoing calls will be listed in the &#8220;Calls&#8221; menu in HubSpot from the Kavkom domain.<\/p>\n\n<figure class=\"wp-block-image aligncenter size-full\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/06\/Les-fonctionnalites-integration-hubspot-x-kavkom.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1916\" height=\"932\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/06\/Les-fonctionnalites-integration-hubspot-x-kavkom.png\" alt=\"HubSpot and Kavkom Integration Features\" class=\"wp-image-2158\" title=\"HubSpot and Kavkom Integration Features\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/06\/Les-fonctionnalites-integration-hubspot-x-kavkom.png 1916w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/06\/Les-fonctionnalites-integration-hubspot-x-kavkom-300x146.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/06\/Les-fonctionnalites-integration-hubspot-x-kavkom-1024x498.png 1024w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/06\/Les-fonctionnalites-integration-hubspot-x-kavkom-150x73.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/06\/Les-fonctionnalites-integration-hubspot-x-kavkom-768x374.png 768w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/06\/Les-fonctionnalites-integration-hubspot-x-kavkom-1536x747.png 1536w\" sizes=\"(max-width: 1916px) 100vw, 1916px\" \/><\/a><\/figure>\n\n<h2 class=\"wp-block-heading\">Creating a Contact from a Call<\/h2>\n\n<p class=\"wp-block-paragraph\">If no contact in HubSpot matches the caller&#8217;s number, and no company with a matching phone number is found, you can create a new contact manually or automatically using the phone number and call activity as the information.<\/p>\n\n<h3 class=\"wp-block-heading\">Creating a Contact Manually<\/h3>\n\n<p class=\"wp-block-paragraph\">During a call using the Kavkom app, tap (1) the &#8220;eye&#8221; icon, then (2) &#8220;Add&#8221; to create the new contact.<\/p>\n\n<figure class=\"wp-block-image aligncenter size-full\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-integration-creation-contact-manuelle.webp\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"279\" height=\"555\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-integration-creation-contact-manuelle.webp\" alt=\"\" class=\"wp-image-7547\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-integration-creation-contact-manuelle.webp 279w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-integration-creation-contact-manuelle-151x300.webp 151w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-integration-creation-contact-manuelle-75x150.webp 75w\" sizes=\"(max-width: 279px) 100vw, 279px\" \/><\/a><\/figure>\n\n<h3 class=\"wp-block-heading\">Automatically Create a Contact<\/h3>\n\n<p class=\"wp-block-paragraph\">To do this, go to your Kavkom online app, then navigate to (1) Advanced Settings &gt; (2) Integrations &gt; (3) HubSpot Settings:<\/p>\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-integration-creation-contact-reglages.webp\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-integration-creation-contact-reglages-1024x576.png\" alt=\"\" class=\"wp-image-7544\"\/><\/a><\/figure>\n\n<p class=\"wp-block-paragraph\">Then (1) check the &#8220;Create contact&#8221; box and enter (2) the default code:<\/p>\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-integration-creation-contact-automatique.webp\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"446\" height=\"283\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-integration-creation-contact-automatique.webp\" alt=\"\" class=\"wp-image-7540\" style=\"width:446px;height:auto\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-integration-creation-contact-automatique.webp 446w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-integration-creation-contact-automatique-300x190.webp 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2024\/02\/Kavkom-HubSpot-CTI-integration-creation-contact-automatique-150x95.webp 150w\" sizes=\"(max-width: 446px) 100vw, 446px\" \/><\/a><\/figure>\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Making Calls There are several ways to make calls: Number formats supported by HubSpot When you add a number to a HubSpot property of the &#8220;Phone number&#8221; type, you can apply or remove formatting from the number. If number formatting is applied, HubSpot will automatically format your number into a standard format based on the [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[89],"tags":[],"class_list":["post-6590","post","type-post","status-publish","format-standard","hentry","category-hubspot-integration"],"_links":{"self":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/6590","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/comments?post=6590"}],"version-history":[{"count":10,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/6590\/revisions"}],"predecessor-version":[{"id":9289,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/6590\/revisions\/9289"}],"wp:attachment":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/media?parent=6590"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/categories?post=6590"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/tags?post=6590"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}