Integrate Yobi WithHubSpot.
Integrate HubSpot with Yobi and help your team handle better customer communications.
Connect your HubSpot Account
Sync important contacts to your Yobi account. Keeping all communications in one app.
Record and Make Phone Calls from Yobi
Make and record phone calls to clients saved in your favorite CRM.
Sync your calls with HubSpot
Never lose track of the important history of conversations again.
Benefits of Yobi HubSpot Integration.
Contact Syncing
When a new contact is added to your HubSpot it is automatically synced with your Yobi account.
Calls Synced with HubSpot
CSM Team members can easily see the history of all calls in not only the Yobi app but in HubSpot thanks to the two-way data Sync.
Phone Calls Recorded
Your communications are recorded allowing any team member to stay up to date on topics discussed with all HubSpot contacts.
Respond from Anywhere
Respond to calls or texts anywhere once a contact is synced with Yobi calls will come in and be recorded and synced with HubSpot.
Sync your HubSpot contacts with Yobi and respond to leads and customers anytime, from anywhere.
STEP 1: Installation
Login to your HubSpot account and go to HubSpot Marketplace. On the search bar, type “Yobi App” and click “Install” to install the App.
STEP 2: Connect
Connect your HubSpot account to your Yobi account by clicking the Connect App button:
STEP 3: Authentication
After connecting the app, you will be redirected to a window to set your password.
STEP 4: Authentication
Click on the Yobi authorization link and a new window to login to Yobi will show.
Add your Username and Password for Yobi. Once you’re logged in, now you’re ready to sync!
How Data is Synced Between Yobi and HubSpot
STEP 1: Create a contact on HubSpot
STEP 2: Send a message or call your HubSpot contact on Yobi
STEP 3: Go to dashboard and sync call log data by clicking on HubSpot button.
STEP 4: Check Data Sync
On HubSpot, refresh Contact Activity page and you will see the call log data.
