Hello,
It looks like i was able to successfully integrate 3CX with Hubspot, i am starting to see data, but when i go to my “Calls Performance” report, in the reports section, I only see 2 users showing data, not seeing anything from our other users. How do i see that data??
Hey @MPUCKETT - thanks for posting in the Community!
I’d like to check in with some of our experts to see if they have any insight on how to view this data in your “Calls Performance” report!
@webdew, @DinithiAbeysiri, and @KhushbooP11 - any thoughts based on your prior experiences with this integration?
Shane, Community Manager
Hi @MPUCKETT
You’ll only see users in the Calls Performance report if their HubSpot user accounts are correctly associated with the integrated calling app.
A couple things to double-check:
Make sure each of your 3CX users is also a HubSpot user with the integration permission enabled. HubSpot will only log calls against licensed users that are connected
Verify that the 3CX integration is actually recording calls for all of them. Sometimes only the first mapped users start syncing, and the rest need to be re-linked in the integration settings. You can test this by having a missing user place a call and then checking the contact record activity feed. HubSpot has more details here:
Once all users are mapped and generating activity in the CRM, they’ll appear automatically in reporting.
On a side note some teams that hit limits with native reports use a sync layer like Stacksync to pipe all call events into their database in real time, then push clean metrics back into HubSpot.
That way every rep’s activity is captured consistently, even across multiple integrations.
Hope this helps.