Every call gets a HubSpot contact, deal, or ticket — auto-matched if the caller is already in your CRM. Transcripts, recordings, and call summaries land on the contact timeline so your team has full context before calling back.
What it does
- ✓Auto-creates or matches the contact in HubSpot — no duplicates.
- ✓Full transcript, summary, and recording on the contact timeline.
- ✓Pipeline rules trigger automatically — score, route, assign.
How the integration works
01
Connect HubSpot
OAuth with your HubSpot account. Free, Starter, Pro, and Enterprise all supported.
02
Map fields
Decide which intake fields land on the contact, deal, or ticket.
03
Pick a pipeline
Auto-create deals or tickets in the pipeline of your choice.
Start your free trial — HubSpot CRM included
14-day free trial. All integrations included.
