https://docs.au.xarios.cloud/en-us/config/integration/crm/ Recent content in CRM Integration on ~.Dimensions.~ Hugo -- gohugo.io https://docs.au.xarios.cloud/en-us/config/integration/crm/hubspot/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs.au.xarios.cloud/en-us/config/integration/crm/hubspot/ HubSpot # The HubSpot server-side integration connects ~.Dimensions.~ directly to your HubSpot CRM, enabling automatic contact lookup on calls and pushing call activity data into HubSpot without any browser add-on required for end users. Once configured, ~.Dimensions.~ will: Automatically look up the caller's phone number against HubSpot contacts when a call is received or made Create a call activity record in HubSpot when a call completes, populated with the call details Push transcriptions and follow-up tasks to HubSpot where Conversational Intelligence is enabled Prerequisites # Before configuring the integration, ensure the following are in place: