HubSpot Phone System Integration

    Give sales and support teams caller context in HubSpot, one-click dialing and call logs that write themselves. Available on a dedicated OfficeCalling instance after we confirm your HubSpot account and setup.

    HubSpot logo

    HubSpot connects to the phone platform behind every dedicated OfficeCalling instance. HubSpot is a trademark of its owner; no partnership or endorsement is implied.

    What the HubSpot integration does

    Features documented for this integration. Which ones we switch on is agreed during your assessment.

    • Contact sync

      HubSpot contacts sync to the phone system, desk phones and the desktop and mobile apps in near real time, so you see the caller's name.

    • Incoming call screen pops

      A call from a HubSpot contact opens their record in your browser.

    • Single-click dialing

      Click a number in HubSpot to call it, using the phone system's browser extension.

    • Call control in HubSpot

      Hold, transfer and record calls without leaving HubSpot.

    • Automatic call logging

      Inbound and outbound calls are logged in HubSpot with date, time, duration and status.

    • Optional contact creation

      Unknown inbound or outbound numbers can create a new HubSpot contact.

    • Conversation records

      Call notes and messages sync to HubSpot; transcriptions and AI summaries can sync where those features are in use. Recording and transcription features use the $20/month company-wide call recording and transcription add-on.

    Example workflows with HubSpot

    • Example

      Support call with the full picture

      The contact's record pops up on answer, so the agent sees recent tickets and emails first.

    • Example

      Accurate activity for every deal

      Calls are logged with duration and status, so pipeline reviews reflect real phone work.

    • Example

      Free HubSpot, real call logging

      Teams on HubSpot's free CRM can still get calls logged to contacts.

    How we set it up

    1. 1

      Tell us about your software

      Which CRM or platform, which edition, who administers it, and what you want calls to do.

    2. 2

      Compatibility assessment

      We review what your software exposes (for example an API or webhooks) and whether the workflow is achievable.

    3. 3

      Scoped quote

      If it's feasible, you get a written scope and quote for the dedicated instance and the integration work. If it isn't, we tell you.

    4. 4

      Build, test and hand over

      Agreed work is configured on your dedicated instance, tested with your team, and supported under the terms in your quote.

    New to phone integrations? Start with CRM phone integration or browse all integrations.

    HubSpot integration questions

    Does OfficeCalling integrate with HubSpot?

    Yes, on a dedicated OfficeCalling instance. The phone platform we run has a published HubSpot integration, and we set it up for your instance after confirming your HubSpot version, licensing and compatibility.

    Can I use the HubSpot integration on a shared plan?

    No. HubSpot integration is only available with a dedicated OfficeCalling instance. Shared plans (up to 15 extensions) don't include CRM integrations of any kind.

    What do you check before quoting a HubSpot integration?

    Your HubSpot edition and licensing (HubSpot CRM Free, Starter, Professional or Enterprise), administrator access, how many people take calls and on which devices, and which features you actually want switched on. If something doesn't fit, we say so before you commit.

    Is the HubSpot integration included in the dedicated price?

    Dedicated instances start at $279/month and are quoted to your size and requirements. HubSpot integration setup is scoped during the assessment and shown in your quote. Your HubSpot subscription stays separate and is billed by its provider.

    Is OfficeCalling a HubSpot partner?

    No. We don't claim a partnership with or endorsement by HubSpot. The integration is provided by the phone platform, and HubSpot is a trademark of its owner.

    Talk to Sales about HubSpot

    Tell us your HubSpot edition and what you want calls to do. We'll confirm whether it fits and what a dedicated instance would involve — no charge to ask.

    Contact Information

    Office

    6103 East Molloy RdEast Syracuse, NY

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