Hi everyone,
We are integrating New Era’s VOIP system with HubSpot and have followed the available documentation to set up a calling provider. Currently, we are able to initiate calls directly from the CRM interface. However, we are facing a critical issue that prevents the continuation of the call workflow: HubSpot is not passing any contact information (such as contactId or phoneNumber) to our system at the time of the call.
Configuration Context
We have added “VOIP” as a calling provider in HubSpot using the following API configuration:
- The provider’s endpoint is configured to initiate the call.
- Calls can be successfully started from the CRM.
curl --location --request POST
https://api.hubapi.com/crm/v3/extensions/calling/8400072/settings?hapikey=51b166d0-5dda-47dd-b0c5-2083fca31fe0’ \ --header ‘Content-Type: application/json’ \ --header ‘Cookie: __cf_bm=_jJM_Zm7JNfYCvTYASfW7SKMBWL9BWt7jdBXDImnkGA-1741613888-1.0.1.1-YXlSosWPOe0I_joqrv74VWRzUgY3TlcAj4nflvDG7ysZ_3IeZLp2BsxycMzj31vYkuopKe4HBB0uZZauMySkb5QRv.TtynQi2DfR4PfZxEo’ \ --data '{ “name”: “VOIP”, “url”: "https://dev.quatroventos.com.br/adicel/hs-click2callframe.php", “isReady”: true, “supportsCustomObjects”: false, “actionLabel”: “Call the Customer”, “objectTypes”: [“contacts”] }’
Issue Faced
When a call is initiated, HubSpot only performs a GET request of the interface in the iFrame.
- No contact information (such as contactId or phoneNumber) is being sent to our system.
- Without these details, we cannot link the call to the correct contact, which makes the integration unworkable.
Key Questions
- Should HubSpot send contact information to the iFrame?
- Is there a specific configuration required to enable this?
- If HubSpot does not send this data by default, what is the best recommended practice to retrieve this information within the call workflow?
We have already searched the documentation but couldn’t find clear guidance on how to obtain this data during the call process. Below are the reference links we used:
- SDK Documentation
- “Set up third-party calling in help desk” (BETA)
We need a solution to ensure that contact data is passed to our system at the time of the call, as this is essential for the proper functioning of our integration. Unfortunately, we have not received any responses from the community on this topic yet.
Any insights or guidance would be greatly appreciated!
Best regards,
Rafael Benito