When you integrate HubSpot with CXone Agent, the two applications share contact and interaction data. Data from HubSpot records appears in CXone Agent, and data from CXone Agent appears in HubSpot records.
Prerequisites
Before you begin:
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Make sure Agent Integrations is enabled for your system. Your CXone Account Representative can help with this.
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Create a user account in HubSpot specifically for CXone configuration. This is the System User. It is recommended to give the System User administrator privileges. If you do not want to give the System User administrator privileges, you must give it all the permissions your CXone Agent users have.
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Enable the Customer Card employee profile attribute in Admin > Employees. This enables the agent to see the customer card.
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Enable the Agent Integrations employee profile attribute in Admin > Employees. This enables the agent to see HubSpot records in the customer card.
Process
To integrate HubSpot with CXone Agent, complete these steps: