Login to the Cloud PBX portal (pbx.nehos.com.au or pbx2.nehos.com.au) with your credentials.
On the left menu, select CRM.
Enable : Whether you want to enable CRM integration with PBXware.
CRM type: Select the preferred CRM type. Only services available on the system already.
Page URL : e.g. https://api.hubapi.com/
API key : Go to your account settings (in Hubspot) -> Integrations -> API key (only super admin accounts can see the api key). Click on ‘Show key’, and if you don’t have any, you should create a new one, if you do, just copy the given key.
Note: Hubspot doesn’t require any special configuration.
After saving your settings for CRM Integration, Test button will appear active. Clicking on this button a new window will open where you will enter CRM account information in order to test it:
Username: Provide CRM account username.
Password: Provide CRM account password.
Caller Id: Caller ID to search for customer (optional).
Log Call: Setting Log call to Yes will create a log inside CRM.
After providing all necessary information, press Run and the CRM Integration test will be started.