Client Work

Creating a Dialpad to HubSpot Integration

Written by On The Fuze | Jan 12, 2024 6:51:49 AM

 

Solution

Our Backend Dev Team created a new endpoint where we can capture the caller info, use the phone number and search it in HubSpot contacts.

  1. When receiving an inbound call, Dialpad receives the information of the caller
  2. Then, via the new endpoint, searches for a matching contact in Hubspot.
  3. If the app finds the contact, it will return the Dialpad user ID and routes the call to the associated contact owner in HubSpot.
  4. If not, it will route the call to the default fallback number.