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      2. Integrations
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      Hubspot

      This article explains how the Hubspot integration works in VXT, including how to connect and disconnect it, as well as where notes, calls, and SMS messages are saved.

      In this article, we’ll cover:

      How to connect the Hubspot integration to VXT

      1. Go to Settings.
      2. Find the ‘Integrations’ tab.
      3. Search and select Hubspot.
      4. Create or sign in to your HubSpot account.
      5. Choose an account to connect VXT to Hubspot.
      6. Click ‘Connect app’ to grant VXT access.

      You'll be automatically redirected to the VXT app, and a 'Connected' label will appear on the HubSpot tab to indicate that the connection has been successfully established. VXT will then download your contacts from Hubspot and sync them.

      How to find saved call notes and SMS

      1. Go to the Phone page.
      2. Select your conversation thread with another contact.
      3. Click the link, ‘Hubspot contact,’ under the contact’s name at the top of your screen.

      There you have it! Your SMS and calls should now appear on your screen, where you can view your call transcriptions, notes, and summaries.

      How to disconnect Hubspot

      1. Go to Settings.
      2. Find Integrations.
      3. Locate the Hubspot tab (Edit settings)
      4. Click the ‘Other’ tab and tap ‘Disconnect.’
      5. Hit disconnect once again when a prompt window appears.