Overview: 8x8 Contact Center for HubSpot

8x8 Contact Center offers multichannel integration with HubSpot, allowing you to set up quickly and combine the benefits of your CRM with the capabilities of 8x8 Contact Center. The integration supports communication with customers via phone, chat, and voicemail channels, allowing you to access data from your CRM through an integrated 8x8 Agent Workspace. 8x8 8x8 Contact Center provides key information about each customer interaction, giving you insight into the full customer experience, and allowing you to access detailed records of communications with each customer.

During an inbound interaction, 8x8 Contact Center tracks if the caller is an existing user by searching CRM records and presenting the matching record for preview by agents. Agents can be better informed and prepared to answer customer interactions by previewing relevant customer record details.

8x8 Contact Center’s custom screen pop integration with your CRM offers the following benefits:

  • Out-of-the-box integration with minimal custom development work.
  • Tools that help provide agents with up-to-date information and knowledgeable service.

Audience

This guide is intended for agents who use version 1.0 of 8x8 Contact Center integration with HubSpot.

Features

8x8 Contact Center for HubSpot offers the following features:

  • Integrate with the online implementation of HubSpot.
  • Take advantage of phone, chat, and voicemail media support for communications.
  • Manage customer phone calls and chat requests from the integrated interface.
  • Get instant access to customer records via screen pop.
  • Track history of customer interactions via call logs and chat logs.
  • Set your status to accept or block interactions.
  • Check the status of other agents and communicate via phone or chat.
  • Use integrated functionality with 8x8 Agent Workspace via a browser tab.
  • View real-time queue status and agent presence.
  • Log phone, chat, and voicemail interactions automatically based on the associated Contact.
  • View screen pop for web callback interactions.

  • Perform warm/cold call transfers between agents. This feature is only available in 8x8 Agent Workspace.

Limitations

The HubSpot integration:

  • Supports only the Contact object in HubSpot.
  • Does not currently support click-to-dial.

Browser requirements

As integration with HubSpot is in the form of a Chrome extension, Google Chrome is required.

Supported CRM objects

8x8 integration with HubSpot currently supports the Contact object in HubSpot.

Before you begin

  • Gather the login credentials of your HubSpot account.
  • Gather the login credentials of your 8x8 8x8 Contact Center agent account.
  • Gather the online 8x8 Contact Center domain your organization uses.
  • Gather the Client ID of 8x8 Contact Center for HubSpot from your admin.
  • Users need to have access to Service, Contacts, and Marketing.
  • Under Marketing, the minimum requirements include turning on Lists.