דגשים לממשק עם מערכת טלפוניה בענן:
💡 Important real-world tip
Make sure your phone system:
- Uses contact ID (not just phone number), OR
- Searches contact by phone before logging
Otherwise:
- You’ll get duplicate contacts
- Or calls won’t attach correctly
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🎯 Minimum permissions for “contacts-only” call logging
Inside HubSpot service key:
✅ Required
- contacts → read + write
- calls (or engagements) → read + write
- associations → read + write
❗ Why associations are STILL required
Even if you're only working with contacts:
A call is created as a separate objectIt must be associated to the contact to appear in the timeline
👉 Without associations, the call will exist — but won’t show under the contact
⚠️ What you can skip now
Since you don’t care about other objects:
❌ companies❌ tickets
❌ deals
You can safely leave them out
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דוגמא לטבלאות שצריך לסמן:
אין תגובות:
הוסף רשומת תגובה