Skip to content

Hubspot CTI Panel

The Daktela widget within Hubspot allows users to make outbound calls by tapping on a phone number or accept incoming calls directly through the widget.

Prerequisites

These apply to both outgoing and incoming calls, on any Hubspot plan β€” including the free one.

Add a Daktela connector in Daktela Hub

Connect your Daktela instance to Daktela Hub β€” the Hubspot integration is attached to it.

  1. Visit http://hub.daktela.com.
  2. Sign in with a Gmail account you provided. (as per article Daktela Hub)

  3. Open Daktela and click + to add a new connector, or skip this section if one already exists.

    The Daktela connectors list in Daktela Hub with the add button highlighted

  4. Fill in the instance Url, Access token and Time zone, set Active to YES and click Create.

    The Add Daktela connector dialog with the Url, Access token, Time zone and Active fields

Allow Hubspot integration on Daktela Hub

Enable integration for specific instance on Daktela Hub.

Info

Daktela CTI is not currently listed on the Hubspot Marketplace β€” you install it from Daktela Hub using the steps below. During authorisation, Hubspot marks it as an app it has not reviewed.

  1. Add a new entry under Integrations -> Hubspot -> +.

    The Hubspot connectors list in Daktela Hub with the add button highlighted

  2. Choose a Hubspot account and authorise.

    The Connecting Daktela CTI to HubSpot screen with a Hubspot account selected

    Review of the permissions Daktela CTI requires before the app is connected

  3. Select the Daktela connector and press Save.

    The Add Hubspot connector form with the Daktela connector drop-down

  4. You should be able to see your new connection on the Integrations -> Hubspot tab.

    The new connector listed on the Hubspot connectors tab in Daktela Hub

Have a device registered

WebRTC/SIP device registered to Daktela instance, which is able to make/accept a call. More info at documentation.

Switch the calling provider to Daktela CTI

Hubspot uses its own calling provider by default. Switch it to Daktela CTI so that calls are handled by Daktela:

  1. Click the phone icon in the Hubspot top navigation bar to open the calling panel.
  2. Click the provider name at the top of the panel β€” it shows HubSpot by default.
  3. Select Daktela CTI from the list.

The Hubspot calling panel with the provider list expanded, showing HubSpot and Daktela CTI

How to use the phone

Open and use the phone

  1. Open the calling panel by clicking the phone icon in the top navigation bar. Daktela CTI opens inside Hubspot, docked to the right-hand side of the window β€” no separate browser window is opened.

    The Daktela CTI panel open on the right-hand side of the Hubspot window, with the Phone tab active

  2. Once call logging is set up, Hubspot shows the calls under the contact.

    Calls listed under Recent activities on a Hubspot contact

Note

The Daktela CTI panel does not log calls in Hubspot. Call logging into Hubspot is set up per customer using Daktela Events.

Uninstall Daktela CTI

To remove Daktela CTI integration from your Hubspot, go to: Settings -> Integrations -> Connected apps, select Actions and then click on Uninstall.

image-20250605-105913.png

Known bugs

  • There is no special notification on an incoming call, except the little notification in the status bar
  • A state (ready/unready/calling) is not visible for a user from the status bar (green/red/arrows icon)