HubSpot Marketplace Installation Guide

Modified on Fri, 10 Apr at 11:29 AM

This guide explains how to install the bOnline phone app for HubSpot Marketplace integration.

Prerequisites

HubSpot user account with App Marketplace access permissions
bOnline user account
bOnline user CRM add-on
bOnline CRM client installed (URL)
A browser supporting the HubSpot calling tool

Key features

Click-to-dial is enabled for every phone number field in HubSpot.
Caller recognition on incoming calls.
Automatic logging of calls with the option to add notes.
Quickly update or create contacts.

For an overview of and instructions on using the app, see the HubSpot Marketplace User Guide.

Installation steps

Enter your HubSpot credentials to sign into HubSpot.

The HubSpot sign-in page showing the email and password fields.

Start the installation process by following the installation link.
Choose your preferred HubSpot account for the installation.

The HubSpot account selection screen showing available accounts to install the bOnline app on.

Grant access to allow bOnline to retrieve data from your account.

The HubSpot permissions screen asking the user to grant access for the bOnline app.

You will be redirected to the following page to log in with the authorised account.

The bOnline CRM login screen shown after granting HubSpot access.

The application is now installed. You can remove the application at any time from HubSpot via Settings > Integrations > Connected Apps.

The HubSpot Connected Apps page showing the bOnline app installed.

Using the app: dialling

On the contact page of your choice, select the call button, then select Change Provider.

A HubSpot contact page showing the call button and the Change Provider option.

From the options list, choose bOnline.

The calling provider list in HubSpot showing bOnline as a selectable option.

You can now make outbound calls using the bOnline phone client. Select the Call {phone number} option.

The HubSpot calling interface showing the Call phone number option using bOnline as the provider.

Alternatively, select the dial icon next to a phone number. The app will activate and open a pop-up window:

Select Choose application. Your browser may suppress pop-up messages, in which case you will need to allow pop-ups for HubSpot.com first.
Search for or select the Make Call application. Double-select the option or select Open Link to start the call.

Using the app: receiving calls

Open the bOnline for HubSpot app by selecting the phone icon in the top-right corner of the screen and entering your bOnline phone login. The app must be open on at least one tab for the incoming call functionality to work.

The bOnline phone for HubSpot login screen.

When receiving a call, a notification will appear in the app containing call information, quick actions, and a notes field.

The bOnline for HubSpot app showing an incoming call notification with contact recognition, quick actions, and the notes field.

If the number is not recognised, the name field will not be shown and the View note button will not be available. If multiple contacts or companies match the number, a dropdown will appear where you can select the preferred contact or company. The icon next to the name indicates whether the match is a contact or a company.

Next step: Once you have completed the installation, see the HubSpot Marketplace User Guide to learn how to use the app.