HubSpot

HubSpot CRM

CallAction lead engagement automation platform can help you capture, engage and track all your calls, text and email leads and sync data directly into your HubSpot CRM system.

Why Integrate HubSpot CRM & CallAction

Some of the benefits of using CallAction with HubSpot as you call tracking and intelligent automation solution.

Inbound phone calls captured & synced into HubSpot automatically
Full call recording & call transcriptions save to HubSpot notes
Real-time reverse contact data enrichment synced into HubSpot
Full text, video sms & direct to voicemail drip campaign automations
Generate leads via Text for Info that are synced into HubSpot

Many other efficiencies are possible with this powerful integration.

HubSpot Integration Process

The integration is quite simple and will take you less than 5 mins to complete. There are two main steps.

Authorize CallAction to use HubSpot
Connect CallAction

Next, you will open a new browser window for CallAction

Connect CallAction to HubSpot CRM

Login to CallAction
Click on your Profile in top right
Click on Integrations
Click the HubSpot button
Click on HubSpot Verification button
Authorize CallAction
Click Save All Changes

Select CallAction Numbers to Integrate

Click on Numbers in top navigation
Click on Manage of the number to sync to HubSpot
Scroll down to button of list
Click ON the HubSpot CRM
Repeat with any phone numbers

Distribute & Track Calls with CallAction Call Broadcast

Are using our call broadcast system to distribute inbound lead calls to your team?

Simply have each team member repeat the steps above and calls claimed by them will be automatically entered into their HubSpot CRM account.

Try this HubSpot to CallAction Integration Free

If you are HubSpot CRM user, you can try CallAction free for 14-days. You can signup for a free trial in less than 5 mins and take advantage of CallAction text and direct to VM drip campaigns, call recording & transcriptions being synced into your HubSpot CRM.

Try Free 14-Day Trial