This article will guide you in setting up a pre-configured integration to log any calls made to Telia Smart Connect to the corresponding contact in HubSpot.
You will need an account for Telia Smart Connect, HubSpot, and Bosbec.
Preparing the account
This workflow requires synchronizing the Smart Connect and HubSpot contacts to your account, as the caller’s phone number will be matched to a HubSpot ID to log the call. You can find a guide on how to do this here: Integration – Import HubSpot Contacts to Smart Connect.
If you’ve already followed and set up the workflow from the guide above, you can skip the following preparation steps. However, if you have built a different HubSpot sync, make sure that you have the following settings.
- Go to Settings at the top right and select Account Settings.
- At the bottom left, under Account, enter the data in the table below.
| Key | Value |
|---|---|
| tsc_username | Username for Telia Smart Connect |
| tsc_password | Password for Telia Smart Connect |
| hubspot_access_token | Access token for HubSpot. |
Example of format: pat-eu1-12345678-9abc-4def-9012-3456789abcdef |
Creating the workflow
When you’ve prepared the account, you can follow the steps below to set up the workflow.
- Go to Workflows in the Bosbec admin panel.
- Click the yellow plus sign (+) to create a new workflow.
- Give your workflow a name, for example: Telia Smart Connect – Log calls to HubSpot.
- Click Save.
- Double-click your new workflow, or click the edit icon, to open it.
- Import the
.wfbfile (can be downloaded at the top of this article). - Select File → Import from wfb file.
- Select the scheduling rules by double-clicking the Get call logs trigger at the top left in the workflow area.
- Select File → Save.
- Set your workflow to Live by toggling the switch next to Run (top right).
You are now done, and calls made to the queues in Telia Smart Connect will be logged on existing HubSpot contacts!