Calls Enrichment

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.

Call Enrichment with HubSpot

How to Generate an Access Token from HubSpot

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

    Create Private App in HubSpot

  2. Click Create to create a private app

    Create Private App in HubSpot

  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

    Configure Permissions

  4. Create the App — Once you’ve configured the permissions, create the app.

    Configure Permissions

  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.