HubSpot Integration

Innocalls Calling App for HubSpot - Setup Guide

This guide will walk you through installing and configuring the Innocalls calling app for HubSpot.

Prerequisites

Before you begin, make sure you have:

• A HubSpot account (Free, Starter, Professional, or Enterprise)
• An Innocalls account with an active subscription
• Admin access to install apps in HubSpot

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Step 1: Install the App

1. Go to the Innocalls App in the HubSpot Marketplace
2. Click "Install app"
3. Select the HubSpot account where you want to install
4. Review the requested permissions and click "Connect app"

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Step 2: Complete the OAuth Connection

1. After installation, you'll be redirected to the Innocalls success page
2. Click "Go back to HubSpot" button to return to HubSpot

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Step 3: Select Innocalls as Your Calling Provider

1. In HubSpot, look for the phone icon in the top navigation bar
2. Click on it to see available calling providers
3. Select Innocalls as your calling provider

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Step 4: Login to Innocalls

1. A login prompt will appear
2. Enter your email and password (the same credentials you use to login to Innocalls as an agent)
3. Click "Login" to authenticate

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Step 5: Allow Microphone Access

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Step 6: Make Your First Call

1. Navigate to any Contact, Company, or Deal record
2. Click the phone icon or the phone number
3. The call will connect through your Innocalls line
4. After the call, add notes and select an outcome

You can now make and receive calls directly within HubSpot!

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Troubleshooting

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Need Help?

If you need assistance, please reach out to us:

• Email: support@innocalls.com
• Phone: +966 920031131