Get started with the 8x8 integration for HubSpot

In order for your organization to take advantage of the 8x8 integration for HubSpot, you must connect your integration with 8x8 Work and/or 8x8 Contact Center. Once you connect the app, your agents can install the integration.

Connect the integration as an administrator

In order for your agents to install and use the 8x8 integration for HubSpot, you must connect the app to your HubSpot service.

To connect the app:

  1. Go to the 8x8 Virtual Office for Integrations page in the Chrome web store.
  2. Click Add to Chrome, and then confirm the installation of the Chrome extension.
  3. In HubSpot, go to Contacts. In the lower corner of the window, you see a new 8x8 button that gives access to the integration panel. The first time you click this button, you must authorize your integration.
  4. If you are asked to select an account, make your selection and click Choose Account.
  5. Finally, click Connect app to complete your installation.
  6. To confirm the installation, navigate in Hubspot to Settings > Account Setup > Connected Apps. The 8x8 Integration will appear on the Connected apps page.

    7. Your agents are now ready to install and use 8x8 integration with HubSpot.

Note: If your agents are integrating with 8x8 Contact Center, ensure that you provide them with the integration data request token created for the integration in 8x8 Configuration Manager, as agents need this token to log in to 8x8 Contact Center for HubSpot.

Installation by agents

Once you connect the app, no further installation is required from you as an administrator. Your agents continue as follows to install the integration individually.

Note: The following steps are performed by your agents.

For your agents to install HubSpot integration:

  1. Go to the 8x8 Virtual Office for Integrations page in the Chrome web store.
  2. In the integration page, click Add to Chrome, and confirm.
  3. In HubSpot, go to Contacts. In the lower corner of the window, you see a new 8x8 button that gives access to the integration panel. The first time you click this button, you must authorize your integration.