HubSpot CTI panel

Important: Daktela CTI panels do not replace a voice device. Agents still need a registered device (e.g. Daktela Desktop App, WebRTC, or SIP phone) to make and receive calls.

The HubSpot CTI integration embeds a Daktela softphone widget directly inside HubSpot. It enables agents to place outbound calls by clicking phone numbers in HubSpot and to receive inbound calls via the integrated widget – all without leaving the CRM interface. Activities are automatically logged to the relevant HubSpot contact.

Setup Overview

This integration uses HubSpot's Calling Extensions SDK and requires configuration by Daktela. Each instance must be registered and authorized on hub.daktela.com before use.

Steps include:

• Authorizing your HubSpot account via OAuth.
• Selecting and connecting your Daktela instance.
• Registering a WebRTC/SIP device for call handling.
• Opting into HubSpot's New Dialer feature (required for inbound calling, only with paid plans).
• Setting Daktela CTI as the default calling provider in HubSpot's settings.
• Note: Changes to CTI configuration may take up to 5 minutes to apply.

iFrames must be allowed on the instance in Globals:

• In the Security tab, uncheck the Cookies SameSite and Block in iFrame fields.
• In the Integrations tab, check the Salesforce field.

Requirements

• Daktela HubSpot integration enabled in hub.daktela.com.
• Registered WebRTC or SIP device.
• HubSpot paid plan for inbound call support.
• Manual opt-in to New Dialer BETA for full functionality.

Known Limitations

• No call notifications beyond status bar icon.
• Call state (e.g. ringing, connected) isn't visible in the status bar.
• HubSpot documentation incorrectly implies inbound support on free plans.
• Go-Live Speed: Approx. 30–60 minutes (requires both OAuth setup and admin access to HubSpot & Daktela Hub).

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