How does it work?
Modjo binds with HubSpot CRM allowing to:
Find your HubSpot contacts, accounts and opportunities related to your calls in order to import and display them within the platform.
Make sure the calls were logged in HubSpot as a "call activity" in the contact/account/opportunity timeline. If the call was already logged by the phone provider (ex: Aircall), we'll solely add the link to the call in Modjo. In the event that the call wasn't logged, Modjo adds the call activity (with a few extra details) as well as a link to the call.
Display within HubSpot's calls' activities the comments made on their corresponding calls in Modjo.
Synchronize email activities present in HubSpot (related to your contacts/accounts/opportunities) in order to quickly visualize in Modjo the timeline of your past interactions.
(Optional) If your company uses HubSpot telephony to make phone calls, we can import them (see step 3 below).
🚨 Prerequisite:
You must have the Admin rights in both HubSpot and Modjo. If so, follow the quick and easy steps described below:
⏱️ Duration time: 5' on average
Step 1: Grant us access to HubSpot via OAuth
Log in Modjo
Go to Settings => Integrations => Click on CRM
Below HubSpot's icon, click on Connect
You should be redirected to a HuSpot login page and must log in with your regular HubSpot credentials
Once logged in, you should be redirected back to Modjo.
Step 2: Make sure every user access is bound to the corresponding HubSpot's user access
Go to Settings => Users
Check the users list and make sure that for each user who should be connected to HubSpot, a HubSpot icon is displayed on their row.
Good to know: you can use the Auto-match button to let Modjo link your users based on email matching.
If certain users do not have the HubSpot icon displayed:
Click on Edit User (pencil icon on the right side)
In the menu displayed, find HubSpot
Use the drop-down to find the HubSpot user
Click Save
Step 3: HubSpot telephony (optional)
If you use HubSpot as your phone provider, make sure that the call recording is enabled. To do so:
Under the heading Data Management, go to Objects => Activities
At the bottom page, find Call Recording, click on Allow call recording.
IMPORTANT : HubSpot is willing to be GDPR compliant. Therefore, the automatic call recording is unavailable in countries under the GDPR law.
=> As a result, the user must click manually on "Record" and confirm that the attendees are well-aware of the call's recording.
In Modjo, Go to Integrations => Click on HubSpot => Enable "import call from hubSpot"
*Note that we solely import calls containing interactions as an algorithm excludes voicemails and very short calls.
Congratulations! 🙌
Once you have completed these quick steps, your integration is turning active! Now, let’s give it a try by making your first call!
💡Good to know: calls are automatically imported every hour on average.