LeadDesk Talk as CTI phone in HubSpot

This pages describes how to configure and deploy LeadDesk's Talk as a CTI phone in HubSpot.

• Create the LeadDesk Talk application for all users within the selected account.
• Set the HubSpot Calling Extensions to use Talk.
  The app has access to contacts and companies so that we can make calls from them and log the calls as Engagements inside HubSpot.

Please note: if you have an existing version of the LeadDesk app inside HubSpot, please ask your Customer Success Manager for an up to date installation link.

Steps	Examples
Open the URL provided by our Customer Success Manager. Log into Hubspot with your Hubspot credentials. Note: Should you get to "Your portal was enrolled in a beta for the new login flow", switch over to the "old sign-in flow". If you haven't set up two-factor authentication, you might get redirected to a Hubspot page that suggests you to do so. If that's the case, Hubspot might "forget" that it was redirecting you to the configuration process. You will have to re-open the URL above once more.
From Choose an account, select the correct one (it is possible to have access to several accounts).  Click Choose Account
Click Connect app from the next page.
A feedback page will provide you with "successful" once completed. If you run into problems at this stage, please reach out to our Support.
Navigate to Settings (top right) > Integrations (side panel) Open Connected Apps You should see LeadDesk Talk - this verifies that the app installation was successful.

Whitelisting Hubspot for cookies

If you encounter problems logging in to Talk using SSO, you may need to add your Hubspot address to the browser's third party cookie white list. 

In Chrome:

1. Click the in the top-right of your Chrome browser.
2. Click the Settings option.
3. In the Settings menu, click the Privacy and security option.
4. In the Privacy and security page, click to select Third-party cookies.
5. In the section Allowed to use third-party cookies, click the Add button.

6. Type the address that you want to white-list.
7. Click Add.