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
Login to HubSpot CRM
Next, you will open a new browser window for CallAction
Connect CallAction to HubSpot CRM
Login to CallAction
Click on your Profile in the top right
Click on Integrations
Click the HubSpot button
Click on the HubSpot Verification button
Authorize CallAction
Click Save All Changes
Select CallAction Numbers to Integrate
Click on Numbers in the top navigation
Click on Manage of the number to sync to HubSpot
Scroll down to the button of the 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 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.