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Overview

The HubSpot app integration allows your agent to seamlessly interact with your HubSpot CRM during and after calls. This integration enables your agent to send emails, schedule meetings, create tasks and tickets, and manage customer data directly within HubSpot.

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How to configure HubSpot

Step 1: Navigate to the HubSpot app In your Strada dashboard, navigate to the Apps section in the left sidebar, then locate and click on HubSpot to begin the configuration process. Step 2: Connect to HubSpot Click the Connect button to initiate the OAuth authorization flow. You will be redirected to HubSpot where you can authorize Strada to access your HubSpot account.
Make sure you’re logged into the correct HubSpot account before clicking Connect. You’ll need admin permissions to authorize the integration.
Step 3: Authorize Strada in HubSpot On the HubSpot authorization page:
  1. Review the permissions that Strada is requesting
  2. Select which HubSpot account to connect (if you have multiple)
  3. Click Connect app to grant Strada access to your HubSpot account
HubSpot will then redirect you back to Strada with the connection established. Step 4: Verify the connection Once redirected back to Strada, you should see a confirmation that your HubSpot account is successfully connected. The connection should then show up on your list of Connected Apps.

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Available HubSpot Actions

Once connected, your agent can perform the following actions:

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During Calls (In-Call Actions)

  • Send Transactional Email - Send time-sensitive emails through HubSpot
  • Send Marketing Email - Trigger marketing emails based on conversation context
  • Get Meeting Availability - Check available meeting slots in HubSpot calendars
  • Book Meeting - Schedule meetings directly in HubSpot
  • Create Task - Generate tasks for team members
  • Create Ticket - Open support tickets in HubSpot Service Hub

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After Calls (Post-Call Actions)

  • Log Call Activity - Automatically record call details in contact records
See the In-Call Actions and Post-Call Actions documentation for detailed information on configuring these actions.

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Post-Call Workflow Actions

HubSpot can be used in post-call workflows to automate follow-up processes:
  • Create Ticket - Create support tickets in HubSpot’s service hub
  • Create Task - Generate action items and assign tasks to team members
  • Log Call Activity - Automatically log call activities in HubSpot CRM
  • Create/Update Contact - Create new contacts or update existing contact information
See the Post-Call Workflows documentation for detailed information on configuring HubSpot workflow actions.

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HubSpot Permissions

The HubSpot integration requires the following permissions:
  • Contacts: Read and write access to create and update contact records
  • Deals: Read and write access to manage deals and pipelines
  • Tickets: Create and update support tickets
  • Meetings: Read and write access to manage calendar availability and bookings
  • Tasks: Create and assign tasks
  • Marketing Emails: Send marketing emails
  • Transactional Emails: Send transactional emails
You can review and modify these permissions at any time in your HubSpot account settings under Connected Apps.

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Security Best Practices

  • Only grant the minimum required permissions for your use case
  • Regularly review connected apps in your HubSpot account
  • Monitor API usage in HubSpot to detect any unusual activity
  • Disconnect the integration if it’s no longer needed
  • Keep your HubSpot account secured with strong passwords and two-factor authentication
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