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How to Integrate HubSpot with CallAction to add call capture, tracking and intelligent automation. Eliminate HubSpot CRM data-entry of calls

Updated over a month ago

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 your call tracking and intelligent automation solution.

  • Inbound phone calls captured & synced into HubSpot automatically

  • Full call recording & call transcriptions saved to HubSpot notes

  • Real-time reverse contact data enrichment synced into HubSpot

  • Full text, video sms & direct to voicemail drip campaign automation

  • 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 

Login to Your HubSpot CRM

  1. Login to HubSpot CRM

Next, you will open a new browser window for CallAction

Connect CallAction to HubSpot CRM

  1. Login to CallAction

  2. Click on your Profile in the top right

  3. Click on Integrations

  4. Click the HubSpot button

  5. Click on the HubSpot Verification button

  6. Authorize CallAction 

  7. Click Save All Changes

Select CallAction Numbers to Integrate

  1. Click on Numbers in the top navigation

  2. Click on Manage of the number to sync to HubSpot

  3. Scroll down to the button of the list

  4. Click ON the HubSpot CRM

  5. 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 a HubSpot CRM user, you can try CallAction free for 14-days. You can sign up 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
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