Pre-release
Hero VOIP + SMS + AI ConnectIndependent HubSpot integration by CompuLoop
HeroHubSpot

Setup guide

Hero HubSpot integration.
Setup in four steps.

Your business administrator handles setup. Sales staff join the team and use their own phone.

Start setupGet help with setup
1

Sign in and connect HubSpot

Choose Sign in with HubSpot. Select your business account and approve the connection. The same button works for a new account or an existing account.

Prefer Google or Microsoft? Use either button, then choose Connect HubSpot. If HubSpot already says Connected, move to the next step.

Hero sign-in screen with HubSpot, Google and Microsoft buttons
The actual app sign-in screen. Select the image to enlarge it.
2

Connect your Hero account

Choose Connect Hero. Your phone-account administrator may need to help with this step. SMS is optional — leave it off if you only want calls.

What does my administrator need?

A dedicated Hero customer login and customer account number. Enter these on the secure provider page. After assigning staff, choose each person’s line and use Connect this phone line to store its existing line password. The line password may differ from the customer login password.

Enter passwords and API keys only in the secure app forms. Never email them to support. Connecting does not buy numbers, change call routing or start a call.

Open Hero connection setup
Hero account connection form with optional SMS setup
Actual setup screen with example data. Your account details will differ. Select the image to enlarge it.
3

Choose who uses each phone

Open Team and phones, refresh the HubSpot staff list and match each person to their phone line or extension. Invite the people who need access. Staff do not need to repeat the business connection.

Open team setup
Hero team setup matching a HubSpot user to a phone
Actual team screen with example data. Your staff and phone details will differ. Select the image to enlarge it.
4

Choose your package and check your connection

Choose Basic at US$300 per connected user/year or Advanced at US$420 per connected user/year, paid annually upfront. These are equivalent to US$25 or US$35 per user/month. There is no monthly payment option. Start with one user and choose the number your team needs. Prices are in US dollars (USD), excluding applicable tax. There is no mandatory setup fee.

Checkout is currently closed. Before activation, we check calling and the HubSpot activity together. SMS checks are needed only if you choose messaging.

View subscription options
Hero Basic and Advanced per-user plans starting from one user
The actual package comparison. Annual prices are paid upfront in USD, excluding tax. Select the image to enlarge it.

For your sales team

Once the service is activated, open a HubSpot contact and use the integration’s call button. The intended flow rings your existing phone first, then connects the contact. The Hero calling flow is still being verified. You can see the contact and follow-up work in HubSpot.

If a call or message has an unknown result, check its status before retrying. Use Features to see what each package includes.

Need a hand?

Choose optional setup help, or email sales@compuloop.com.au with the step you are on. You do not need to understand API keys or phone settings to ask for help.