FAQs: HubSpot

Overview

This article addresses frequently asked questions regarding the HubSpot integration with JustCall.

FAQ 1: Why Am I Seeing New JustCall Contacts in HubSpot?

JustCall creates new contacts only when the system cannot locate an existing contact associated with a call's phone number. The matching process checks against both the phone number and mobile number fields in HubSpot.

FAQ 2: Why Does a Team Member Face Permission Issues While Integrating with HubSpot?

The Problem

HubSpot has recently experienced an issue where super admin privileges may be temporarily required for team members to connect their JustCall account with HubSpot. Users encountering permission errors need to contact their super admin.

Steps to Make Someone a Super Admin

1. Navigate to settings from the top menu bar
2. Select "Users & Teams" from the left-side menu
3. Choose the agent's profile
4. Click "make super admin" from the Action dropdown on the right

Alternative Solution

Rather than modifying permissions, the super admin can integrate their own JustCall account with HubSpot. They should then inform JustCall support of team members' names and HubSpot email addresses, allowing the support team to configure the integration without requiring additional permission changes.