--- title: "Overview: HubSpot integration" slug: "overview-hubspot-integration" updated: 2026-08-01T15:34:56Z published: 2026-08-01T15:34:56Z canonical: "help.8x8.com/overview-hubspot-integration" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.8x8.com/llms.txt > Use this file to discover all available pages before exploring further. # Overview: HubSpot integration The 8x8 Contact Center for HubSpot Integration offers seamless, out-of-the-box connectivity with minimal setup. It enhances agent efficiency with features like Screen-Pop for contextual CRM insights, automated interaction logging, click-to-call functionality, and automated record creation for unmatched workflow efficiency. A self-service portal allows easy configuration and customization, ensuring tailored CRM integration to meet business needs. ## Audience This guide is intended for HubSpot administrators configuring the 8x8 Contact Center integration for HubSpot. ## Features - Out-of-the-box integration with minimal setup required. - **Screen-pop and contextual information**: Automatically retrieve and present HubSpot records upon initiating or receiving an interaction, offering agents invaluable context, including past call history, to enhance customer interactions. - **Interaction logging and history**: Effortlessly record interactions upon completion, accurately linking them to the appropriate record and capturing vital data such as call duration, call recording, and SMS transcript. - **Automated record creation**: Automatically generate new records when no match is detected, boosting agent efficiency and ensuring a constantly updated customer relationship system. - **Configuration and customization**: Configure CRM Integration workflows via a self-service administration portal ## Availability The 8x8 for HubSpot Integration is available in the United States, the United Kingdom, Australia, and New Zealand. The 8x8 for HubSpot Integration is compatible with HubSpot Enterprise. ## Browser requirements This integration is only supported in Google Chrome because it uses a Chrome extension to connect with HubSpot. ## Limitations - The integration doesn’t currently support click-to-dial. - Limitations related to SMS support: - We currently don't support SMS messaging to short code numbers. We support messaging to toll-free and regular phone numbers. - We don't support MMS. - SMS messaging doesn't support images or emojis. It is plain text only. - Customer responses to agent initiated messages are not directed to the agent unless a dedicated SMS queue is set up for the agent. - Group messaging is currently not supported for outbound SMS. - For outbound SMS, an SMS channel must be set up with a number for that region. - To send a message while on a call, there must be a disposition code set up. - Alphanumeric sender ID’s are not available. - Limitations related to WhatsApp support: - Agents cannot initiate outbound WhatsApp messages. - Agents cannot send images to customers; they can only receive images. The images sent by the agent will not be received by the customer. - When a .txt file is sent, its content appears directly in the conversation and interaction log instead of as a file attachment or link. - Attachments such as images, video recordings, GIFs, and documents are not supported in the interaction log. They appear as links, but cannot be accessed or opened. - When Enable Translation is turned on, emojis sent by external users are not transferred to the agent. - Voice notes are not supported in the interaction log. - Location pins are not supported in the interaction log. ## Supported CRM objects 8x8 integration with HubSpot currently supports the **Contact** object in HubSpot. ## Required permissions - Users need to have access to Service, Contacts, and Marketing. - Under Marketing, the minimum requirements include turning on Lists. - As a Super Admin, enable **Edit property settings** to grant non-Super Admins permission to create and edit object properties. To enable this permission: 1. Log into HubSpot using your Super Admin account. 2. Click **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings-blue_17x18(2).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A29%3A33Z&se=2026-11-03T22%3A29%3A33Z&sr=c&sp=r&sig=N0DZs0mWHhRmbdrFrgNqNbsBmeocm42jlmSRfjIfRrM%3D) from the top-right corner of the page. 3. From the side navigation menu, select **Users & Teams** from the **Account Management** section. 4. Hover over a user and click **Edit permissions**. The user’s access page displays. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/edit-permissions(1).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A29%3A33Z&se=2026-11-03T22%3A29%3A33Z&sr=c&sp=r&sig=N0DZs0mWHhRmbdrFrgNqNbsBmeocm42jlmSRfjIfRrM%3D) 5. From the **Choose permissions** section, go to **Accounts** to expand the list of options. 6. Select **Settings access**. 7. Toggle ON **Edit property settings** to allow non- Super Admins to create and edit object properties. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/edit-property-settings(2).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A29%3A33Z&se=2026-11-03T22%3A29%3A33Z&sr=c&sp=r&sig=N0DZs0mWHhRmbdrFrgNqNbsBmeocm42jlmSRfjIfRrM%3D) > [!NOTE] > Note: > > The **Edit property settings** option is unavailable for users with **View-Only Seat** access. 8. Click **Save** from the top-right corner of the screen. ## Allow pop-ups and redirects To ensure the integration works as expected, you must allow pop-ups and redirects. 1. Go to your browser settings. 2. Click on **Privacy and Security** from the side navigation menu. 3. Click on **Site settings**. 4. Click on **Pop-ups and redirects**. 5. Click **Add** and enter <*https://cloud8.8x8.com*> to the list of allowed sites. Chrome automatically saves these settings. > [!NOTE] > Note: > > Ensure that a pop-up blocker is not preventing new tabs from opening from **HubSpot**. This may not be required if your default settings has allowed all pop-ups and redirects to be displayed. ## Allow third-party cookies 1. Go to your browser settings. 2. Click on **Privacy and Security** from the side navigation menu. 3. Click on **Site settings**. 4. Click on **Third party cookies**. 5. Click **Add** and enter <*https://cloud8.8x8.com*> to the list of allowed sites. Chrome automatically saves these settings. > [!NOTE] > Note: > > This may not be required if your default settings allow all third party cookies.