Example Workflow Triggers and Actions

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New Inbound Call Received

Triggered when a new inbound call is received in 8x8. Use this to log call details, identify caller information, and initiate follow-up actions within HubSpot, such as updating contact records or creating tasks for agents.

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New Outbound Call Initiated

Activated when a new outbound call is initiated from 8x8. Use this to track outbound call activities, log call outcomes, and record call notes directly within HubSpot for future reference and follow-up.

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New Video Meeting Scheduled

Triggered when a new video meeting is scheduled in 8x8. Use this to create corresponding calendar events, update participant information, and record meeting details within HubSpot's CRM platform.

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New Chat Message Received

Activated when a new chat message is received in 8x8. Use this to capture chat transcripts, identify sender details, and create corresponding engagement activities within HubSpot for comprehensive communication tracking.

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Call Ended

Triggered when a call ends in 8x8. Use this to track call duration, summarize call outcomes, and update contact records or deal stages within HubSpot based on call disposition and conversation details.

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Meeting Ended

Activated when a video meeting ends in 8x8. Use this to capture meeting summaries, log participant feedback, and update contact records or task assignments within HubSpot for post-meeting follow-up and action.

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Chat Conversation Closed

Triggered when a chat conversation is closed in 8x8. Use this to summarize chat interactions, gather feedback or survey responses, and update contact records or task assignments within HubSpot based on chat outcomes.

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Voicemail Received

Activated when a voicemail is received in 8x8. Use this to capture voicemail recordings, transcribe voicemail content, and create follow-up tasks or reminders within HubSpot for timely response and follow-up.

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Call Recording Available

Triggered when a call recording becomes available in 8x8. Use this to access call recordings, review call content, and tag recordings for future reference or training purposes within HubSpot.

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Customer Reviews

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    Carrie Dudley
    Director of Client Services
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    Ben Oaksmith
    Principal & Founder
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    Ryan Ondriezek
    Associate Creative Director
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    Lauren Meeks
    Accounting Manager
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    Katie Herrmann
    Director of Digital Strategy
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    Dillon Jones
    Digital Marketing Lead
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    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

8x8 logo

8x8 + HubSpot

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Unified Communication Channels

Integrate 8x8 with HubSpot to unify communication channels. Seamlessly manage calls, video meetings, and chat conversations within HubSpot's CRM platform, providing a unified experience for sales and support teams.

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Improved Customer Interactions

Utilize 8x8's advanced communication features to enhance customer interactions. Access call transcripts, meeting notes, and chat logs directly within HubSpot, enabling personalized and informed customer engagements.

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Streamlined Collaboration

Streamline collaboration between sales and support teams with 8x8 integration. Share call recordings, meeting summaries, and chat histories within HubSpot, fostering collaboration and knowledge sharing across departments.

Hubspot integration FAQs

How does the HubSpot 8x8 Integration improve communication efficiency?

The integration improves communication efficiency by unifying communication channels within HubSpot. Seamlessly manage calls, video meetings, and chat conversations, providing a unified experience for sales and support teams.

Can I access call transcripts and meeting notes within HubSpot?

Yes, you can. Utilize 8x8's advanced communication features to access call transcripts, meeting notes, and chat logs directly within HubSpot, enabling personalized and informed customer engagements.

Does the integration support collaboration between sales and support teams?

Absolutely. Streamline collaboration between sales and support teams with 8x8 integration. Share call recordings, meeting summaries, and chat histories within HubSpot, fostering collaboration and knowledge sharing across departments.

How can I track call activities and outcomes within HubSpot?

You can track call activities and outcomes by utilizing triggers from 8x8 events such as new inbound calls, outbound calls, and call endings. Log call details, update contact records, and track call metrics within HubSpot's CRM platform.

Are video meeting schedules synchronized with HubSpot's calendar?

Yes, they are. Utilize triggers from 8x8 events such as new video meeting schedules to create corresponding calendar events within HubSpot, ensuring alignment between meeting schedules and CRM activities.

Can I capture chat interactions and customer feedback within HubSpot?

Yes, you can. Trigger chat conversation closures in 8x8 to summarize chat interactions, gather feedback or survey responses, and update contact records or task assignments within HubSpot based on chat outcomes.

Are call recordings accessible within HubSpot's CRM platform?

Yes, call recordings are accessible within HubSpot's CRM through triggers from 8x8 events such as call recording availability. Access call recordings, review call content, and tag recordings for future reference or training purposes within HubSpot.

Does the integration support real-time data synchronization between 8x8 and HubSpot?

Yes, it does. The integration supports real-time data synchronization, ensuring that contact records, call activities, and interaction histories are always up-to-date and consistent across both platforms for effective communication management.

What are the key benefits of leveraging the HubSpot 8x8 Integration for communication efficiency?

The key benefits include unified communication channels, improved customer interactions, streamlined collaboration, actionable engagement insights, personalized communication experiences, real-time data synchronization, enhanced efficiency, and overall improved communication effectiveness and alignment.

Can I automate workflows based on communication activities in 8x8?

Absolutely. Utilize triggers from 8x8 events such as call endings, meeting closures, and chat conversation closures to automate workflows, email sequences, and follow-up actions within HubSpot, based on predefined criteria and communication activities.
The integration improves communication efficiency by unifying communication channels within HubSpot. Seamlessly manage calls, video meetings, and chat conversations, providing a unified experience for sales and support teams.
Yes, you can. Utilize 8x8's advanced communication features to access call transcripts, meeting notes, and chat logs directly within HubSpot, enabling personalized and informed customer engagements.
Absolutely. Streamline collaboration between sales and support teams with 8x8 integration. Share call recordings, meeting summaries, and chat histories within HubSpot, fostering collaboration and knowledge sharing across departments.
You can track call activities and outcomes by utilizing triggers from 8x8 events such as new inbound calls, outbound calls, and call endings. Log call details, update contact records, and track call metrics within HubSpot's CRM platform.
Yes, they are. Utilize triggers from 8x8 events such as new video meeting schedules to create corresponding calendar events within HubSpot, ensuring alignment between meeting schedules and CRM activities.
Yes, you can. Trigger chat conversation closures in 8x8 to summarize chat interactions, gather feedback or survey responses, and update contact records or task assignments within HubSpot based on chat outcomes.
Yes, call recordings are accessible within HubSpot's CRM through triggers from 8x8 events such as call recording availability. Access call recordings, review call content, and tag recordings for future reference or training purposes within HubSpot.
Yes, it does. The integration supports real-time data synchronization, ensuring that contact records, call activities, and interaction histories are always up-to-date and consistent across both platforms for effective communication management.
The key benefits include unified communication channels, improved customer interactions, streamlined collaboration, actionable engagement insights, personalized communication experiences, real-time data synchronization, enhanced efficiency, and overall improved communication effectiveness and alignment.
Absolutely. Utilize triggers from 8x8 events such as call endings, meeting closures, and chat conversation closures to automate workflows, email sequences, and follow-up actions within HubSpot, based on predefined criteria and communication activities.

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