This article describes integrating the Dialer with HubSpot CRM to sync your CRM leads directly into your Dialer.

If you have an active HubSpot Click2Call integration in the CommPeak Dialer, you can initiate the installation from the CRM Integrations Management section. Otherwise, start with establishing a connection as described in Step 1.

You can start your integration by installing CommPeak from the HubSpot App Marketplace.

Step 1: Connect CRM With CommPeak

Choose how you prefer to initiate your connection. We recommend using Option 1.

Option 1: CommPeak One-Click Integration

1. Start by connecting your CRM with CommPeak via HubSpot One-Click Integration.
2. Continue to Step 2.

Option 2: HubSpot App Marketplace

1. Navigate to HubSpot App Marketplace.

2. Log in to your HubSpot account. Enter your email address registered with HubSpot and proceed further.

   

3. Select your HubSpot account to continue.

   

4. Use the search prompt to find CommPeak.

   

5. Click Install app.

   

6. Continue to Step 2.

Step 2: Connect CommPeak to HubSpot

1. Select your account in HubSpot and click Choose Account.

2. Click Connect app.

3. Enter your CommPeak Portal account credentials, verify that you are human, and click Login.

4. Select your CommPeak account and then click Authorize.

5. The system will redirect you to the CommPeak Portal home page.

✔️ Congratulations! The connection installation setup is completed.

Step 3: Integrate Your Dialer Account With the HubSpot Connection

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NOTE

Please coordinate with your Dialer manager to align your setup:

1. Your Dialer manager must add a HubSpot adapter in your Dialer account.
2. If you have HubSpot enterprise account, you can choose to integrate the Dialer with a predefined webhook. For this setup described in Step 4, ask your Dialer manager to provide a dedicated Webhook URL and secret key .

HubSpot Connection Settings in the adapter will use the connection established in Step 2.

Your Dialer manager will provide the secret value from Integration Settings in the adapter.

Input Groups section in the adapter is as follows.

Step 4: Connect the HubSpot Webhook Scenario With the Dialer

❗This step is optional and requires a HubSpot enterprise account.

1. Set up your flow according to this example to push contacts to the dialer while the contact gets an update:

Webhook URL: the URL you got from your Dialer manager in Step 3.
API Key: authorization
API key name: authorization
API key location: Request Header

The flow should include a trigger that pushes your contacts to the Dialer every time a contact gets updated.
Coordinate with your Dialer manager for more complex flows according to your business logic.

2. Secure the webhook connection to your Dialer account by adding the authorization token from Step 3:

   1. Click Add secret.

      

   2. Enter the secret key for your Dialer - HubSpot adapter.

      

   3. Click Save.

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Hubspot Webhook Benefits

1. Webhook flows allow you to update your CRM contacts with the Dialer in specific senarios and not only while any contact in your CRM got an update.
2. Webhooks help you to reduce the API traffic between CommPeak and HubSpot.

Uninstallation

If you decide to uninstall the CommPeak app from your HubSpot account later, act so as follows. This will not affect your HubSpot data in any way.

1. In your HubSpot home page, navigate to Settings by clicking the gear icon in the top right.

   

2. Go to Integrations > Connected Apps.

3. Find CommPeak, then expand Actions and click Uninstall.