HubSpot & Daktela: Align Your Sales and Support in 15 Minutes

"Hello, I'm calling about the quote you sent me last week."

When a potential client calls, your sales representative or support agent needs to know exactly which quote they are talking about—immediately. If they have to ask "What is your name again?" and then frantically search through HubSpot while the client waits, the momentum of the deal can be lost.

With our native integration for HubSpot CRM, you can eliminate this friction. By connecting your sales data directly to your communication platform, you ensure that whoever picks up the phone has the full context of the business relationship instantly.

Why connect HubSpot with Daktela?

The goal is to break down the silo between your CRM and your phone system. This integration provides your agents with up-to-date data without them ever needing to leave the Daktela interface.

Key benefits for your business:

• See the Full Pipeline: When a contact calls, the agent sees not just their name, but also their associated Companies and open Deals. They know immediately if they are speaking to a cold lead or a prospect about to close a major contract.
• Automated Data Sync: Forget about manual exports and imports. The integration automatically pulls Contacts, Companies, and Deals from HubSpot into Daktela.
• Faster Call Handling: With all customer details visible on the screen before the call is even answered, agents can skip the basic questions and dive straight into business.
• Included in your license: This powerful connection is included in your standard Daktela Contact Center (CC) license at no extra cost.

How does it work technically?

The integration establishes a reliable one-way synchronization (HubSpot → Daktela).

Every 30 minutes, Daktela checks your HubSpot account for new or updated records. This ensures that your Daktela address book is always fresh and reflects the latest changes made by your sales team in the CRM.

Setup Overview: Live in 15 Minutes

We have designed this integration to be "plug-and-play." You don't need IT specialists or developers to set it up.

1. Get your HubSpot API Key:

Log in to your HubSpot account as a super admin. Navigate to Settings → Integrations → API key. If you haven't used the API before, simply click "Generate API key" and copy it to your clipboard.

2. Configure in Daktela:

Head over to the Daktela interface (Manage → Integrations) and select HubSpot.

• Paste your API Key.
• Enter your HubSpot URL.
• Click Authorise.

3. Map your fields:

To ensure the data lands in the right place, you will see a simple list where you map HubSpot fields to Daktela fields (e.g., matching the HubSpot "Mobile Phone Number" to the Daktela "Phone" field).

Once you click Activate, the system will begin its first synchronization.

For a detailed, click-by-click guide, you can refer to our documentation here.

Bridge the gap between your sales and support teams. Connect HubSpot to Daktela today and make every conversation count.

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