Koncert now has a turnkey integration with HubSpot CRM, which allows users to import call list(s) from HubSpot CRM into the Koncert portal for dialing.
HubSpot users can bring all of their calling list(s) into Koncert by simply integrating HubSpot with Koncert.
In order to build a tight integration with HubSpot, the following actions & settings must be performed by the Admin user:
- Send your CRM Org ID, Client ID and Client secret code to Koncert Support for integration
- Copy & paste the Redirect URL in the HubSpot Settings » Auth tab
Pre-requisites: Before setting up the Call Disposition mapping, please contact Koncert Support to enable the Third Party Integrations tab under Settings.
HubSpot Integration Setup
It is mandatory to perform the following steps in order to setup the Koncert - HubSpot Integration.
Step 1: Send your CRM Org ID from the HubSpot User menu (on the top-right) to Koncert Support for integration.
Step 2: Send your Client ID and Client secret code from the HubSpot Apps tab » click on the App name » Settings » Auth tab to Koncert Support for integration.
Step 3: Copy & paste the below Redirect URL in the HubSpot Apps tab » click on the App name » Settings » Auth tab (below Client secret section) and click Save to save the settings.
Redirect URL - https://na300.koncert.com/hubspotredirect
After sending the aforementioned information, Koncert Support will complete the setup. Once they have successfully completed their setup, the Koncert portal will be integrated with HubSpot. The Third Party Integrations tab under Settings will be enabled in the Koncert portal.
Please contact Koncert Support for any questions at email@example.com or 603-952-2505.