Installing Your HubSpot Integration

Before installing your HubSpot, please ensure you have Admin access in Apex Cloud Telephony.

• Log in to the Apex Admin Dashboard

• Select Settings from the top bar menu

• Click on Integration 

• Click on New CRM Integration from the left side list

• Click on HubSpot button:

• Accept scopes

• A new pop-up will appear, and you have to sign in with your HubSpot account

• Choose your HubSpot account where the application will be installed

• Click on Connect app button to accept the permissions and install the app in your HubSpot account

• The window will be closed, and you’ll come back to the previous website to complete the installation, you have to click on Confirm Button

• This message will be shown, and you can view the details of the installation via the View button

• Now, going to the Connected apps section in your HubSpot Account, you will see this application connected

• To start using the Application, the extension of the Apex Cloud Telephony must install the Desktop App and activate their extension to synchronize their call info with the Hubspot Account

• Go to Settings on the Apex Cloud Telephony desktop app

• Click on Integrations

• Click on the Toggle button to enable the CRM Integration in the extension 1003

• The OAuth window will be open again

• Choose account

• And your account will be connected

Still in need of assistance? Please get in touch with us at support@apexpbx.com, and we’ll be happy to assist!