Overview: 8x8 Contact Center for HubSpot

The 8x8 Contact Center for HubSpot Integration offers seamless, out-of-the-box connectivity with minimal setup. It enhances agent efficiency with features like Screen-Pop for contextual CRM insights, automated interaction logging, click-to-call functionality, and automated record creation for unmatched workflow efficiency. A self-service portal allows easy configuration and customization, ensuring tailored CRM integration to meet business needs.

Audience

This guide is intended for HubSpot agents using the 8x8 Contact Center integration for HubSpot.

Availability

  • The 8x8 for HubSpot Integration is available in the United States, the United Kingdom, Australia, and New Zealand.
  • The 8x8 for HubSpot Integration is compatible with HubSpot Enterprise.

Features

8x8 Contact Center for HubSpot offers the following features:

  • Out-of-the-box integration with minimal setup required.
  • Screen-pop and contextual information: Automatically retrieve and present HubSpot records upon initiating or receiving an interaction, offering agents invaluable context, including past call history, to enhance customer interactions.
  • Interaction logging and history: Effortlessly record interactions upon completion, accurately linking them to the appropriate record and capturing vital data such as call duration, call recording, and SMS transcript.
  • Automated record creation: Automatically generate new records when no match is detected, boosting agent efficiency and ensuring a constantly updated customer relationship system.
  • Configuration and customization: Configure CRM Integration workflows via a self-service administration portal.

Limitations

The integration doesn’t currently support click-to-dial.

Browser requirements

This integration is only supported in Google Chrome because it uses a Chrome extension to connect with HubSpot.

Supported CRM objects

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

Before you begin

  • Install the 8x8 Contact Center integration.
  • 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.
  • Ensure you have access to Service, Contacts, and Marketing.
  • Under Marketing, the minimum requirements include turning on Lists.