In order to pull HubSpot recordings, we must have every ExecVision user's HubSpot ID mapped to their ExecVision account. This empowers accurate caller-call matching and automatic recording transfer.
To find your ID in HubSpot:
- In your HubSpot account, click the setting icon in the main navigation bar
- In the left sidebar menu, click Properties
- Under the Contact information tab, search for and select the Contact owner property
- Scroll to the Dropdown options section to see the internal values (user IDs) for each user option