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Integrate Euphoria with Hubspot CRM to write records to Campaign dialler in real time

Good day.


I wanted to find out if its possible to integrate Euphoria and our Hubspot CRM in such a way that as a new contact gets created in our CRM, it writes a record to an ongoing campaign on Euphoria for all new leads that hit our CRM so we can call the clients immediately? 


Our agents will be permanently logged into this dialler and as a lead gets written to that campaign's dialing list there will always be agents available in that campaign.


Would this be possible through the API? 

Best Answer

Hi Tendayi,


Currently we don't have any documentation on webhooks yet. You are more than welcome to speak to one of our technical support technicians that will be able to show you how the integration center works.  


We are primarily working on the integration center which will act as a tool for you to integrate to almost any system. As you know API integration is not a small subject, hence why we are busy with developing the integration center in such a way, so it can be possible for you as a client to use it to integrate with almost anything from the TMS.


This can change, but we currently are not working on any integration directly with 3rd party applications such as Hubspot. This will have to be developed client side as advised by Jon. 


Thank you

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Hi Tendayi


Yes it is, unfortunately, at the moment we can only supply our API calls.

Any integration to external third-party applications has to be done on the client's side, however, we are currently investigating a better solution to offer our customers. 


 

Thank you

Hi  Jonathan


Thank you for confirming this. Are the API calls to do this specified in your API document or would we have to request for the relevant API calls to be made available to us?


Would it be possible to assign the new lead that gets written to the new lead campaign to a specific consultant when that lead gets dialled? So perhaps the sticky agent functionality is enabled in the campaign and as we write a lead to the campaign database it also specifies an agent that should be given that call? If not its not a problem, just want to understand what the possibilities are.


Also you mentioned you are investigating a solution to offer your clients related to this? How far are you guys with researching/developing such a solution?


Regards


Tendayi


Hi Tendayi


The API calls should be specified in the docs. 


AS for the leads. Yes it is possible. when you upload the csv in the add list you can specify which extension each number should be assigned to.


We have got the integration currently on our road map and are busy with it at the moment,


regards

Hi Jonathan


Ok I see. Thank you for all the feedback so far.


Regarding your comment on the leads, you said if we upload a CSV we can specify which extension each lead/number should be assigned to. We would be using the API to write leads to the campaign, not uploading leads through a CSV file.  So just want to confirm that we can specify which extension each lead/number should be assigned through the API when we write leads to that campaign in real time?


Regarding your comment about the integration being on your roadmap, are you able to give some kind of estimate when this will be complete  and available to your clients? 


Regards


Tendayi

Morning,


The document attached will walk you through the entire API call to assign new leads into the campaign and assign them to an extension.

With regards to the integration timeline, we are hoping to achieve this in the first half of next year,


Regards

docx
DialerTrickl...
(41 KB)

Hi Jonathan


Thank you very much for Dialler Trickler feed API document. 


Are you able to send me the rest of the API documentation in similar format to the dialler feed document you sent? Am particularly interested with any information relating to webhooks.


Regards


Tendayi 

Hi Tendayi,


We are currently in the process of documenting all our API calls in the same format as to what we sent to you. We are hoping to get that released sometime early next year, so unfortunately I won't be able to send it to you as of yet. 


If you do however have any queries or you need something specific, please do let us know as we can still assist you in the meantime with that.


Thank you

Regards

Hi Divian and Jonathan


Thank you for the feedback. Are you able to send me API documentation regarding webhooks if available or what API calls can be used to push call data to the CRM?


Also previously you mentioned you have the integration between hubspot and Euphoria on your roadmap. Are you able to provide an estimate in terms of when this would potentially be available for all clients and also to what extent will the 2 systems be integrated? We would just like to gauge if we should do some development work on this ourselves now or wait for your integration project to be completed.


Regards


Tendayi 

Answer

Hi Tendayi,


Currently we don't have any documentation on webhooks yet. You are more than welcome to speak to one of our technical support technicians that will be able to show you how the integration center works.  


We are primarily working on the integration center which will act as a tool for you to integrate to almost any system. As you know API integration is not a small subject, hence why we are busy with developing the integration center in such a way, so it can be possible for you as a client to use it to integrate with almost anything from the TMS.


This can change, but we currently are not working on any integration directly with 3rd party applications such as Hubspot. This will have to be developed client side as advised by Jon. 


Thank you

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