1. 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
2. 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.
3. 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
4. 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.
Once you have completed these quick steps, your integration is turning active! Now, let’s give it a try by making your first call!
💡 Calls are automatically imported every hour on average.