Hubspot admin guide v1 - RingCentral

RingCentral for HubSpot

Admin Guide

For version 21.4.2 and above

RingCentral for HubSpot Admin Guide Contents 2

Contents

Introduction ..........................................................................................................................................................3

About RingCentral for HubSpot............................................................................................................................................................4 About this Guide.................................................................................................................................................................................4 User Notice...........................................................................................................................................................................................4

Authentication.......................................................................................................................................................5

Authenticating from RingCentral for HubSpot Login............................................................................................................................6 Authenticating from RingCentral for HubSpot Setting........................................................................................................................10

System Requirements .........................................................................................................................................11 General Questions ...............................................................................................................................................13

RingCentral for HubSpot Admin Guide Introduction 3

Introduction

RingCentral for HubSpot Admin Guide Introduction 4

About RingCentral for HubSpot

RingCentral for HubSpot provides seamless integration between and RingCentral to improve customer services, greater agent productivity, and advanced business processes.

If you are looking for how to use this app as a normal user, please refer to the User Guide:

Key features

? Make inbound or outbound calls within your browser. ? Click-to-dial on any phone numbers/mobile phone number in HubSpot. ? Contact search by phone number/mobile phone number or name in the dialpad. ? Prompt matched caller's information in HubSpot when answering calls. ? Log calls to matched companies, contacts, deals, tickets or any existing associations. ? Create associations (companies, contacts, deals, tickets ) easily while logging a call. ? Allow switching between different hubs.

User Notice

By using the RingCentral for HubSpot integration app, you acknowledge that you have read and agree to our Terms of Service and Privacy Policy. ? Terms of Service:

About this Guide

This Admin Guide focuses on how to authenticate HubSpot accounts to RingCentral and configure settings at a company level. It's specifically designed for HubSpot administrators and is not intended for end-users.

? Privacy Policy:

privacy-notice.html

RingCentral for HubSpot | Admin Guide |Authentication | 5

Authentication

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