HubSpot - Call Enrichment

Enrich inbound calls with HubSpot contact data

Connecting HubSpot with call enrichment is very simple. Just select the provider HubSpot and add the Access Token.

How to Generate an Access Token from HubSpot

  1. Create a Private App — In HubSpot, go to Development > Legacy Apps > Create

  2. Click Create to create a private app

  3. Configure Permissions — Select the following required permissions for your private app:

    • crm.objects.contacts.highly_sensitive.read
    • crm.objects.contacts.sensitive.read
    • crm.schemas.contacts.read
    • crm.objects.contacts.read
  4. Create the App — Once you’ve configured the permissions, create the app.

  5. Copy the Access Token — After creating the app, copy the Access Token that’s generated.

Connect to Call Enrichment

In the Atlas app, select HubSpot as the provider and paste the Access Token you copied from HubSpot.