HubSpot and Dialpad

HubSpot is an inbound CRM and marketing software that helps companies attract leads online and convert them into customers. Now thanks to Dialpad’s native integration with HubSpot, you can access your business phone system and CRM in the same platform with the ability to synchronize your sales data with your call activities. For instance, you can now log your business phone calls in conjunction with specific deals to keep track of your activities with more ease and efficiency.

HubSpot Integration Highlights

Native Integration

  • Native sidebar within Dialpad mobile and desktop apps
  • Ability to tie calls to existing deals within Dialpad
  • Quick access to dispositions, deal tagging, and call notes/tasks

Activity Logging

  • Automatic call (inbound and outbound) and voicemail logging
  • Automatic call transcript logging including moments and action items
  • View recent activity with quick links to HubSpot
  • Ability to log both notes and tasks per contact

Contact Profiles

  • Automatically display contact profiles within Dialpad
  • Ability to create new HubSpot contacts from Dialpad
  • Ability to match existing HubSpot contacts to Dialpad contacts
  • Includes quick link to jump into HubSpot
Hubspot Launch Feature Page Image 2

Why HubSpot Integration?

Unified Communications
Dialpad’s integration with HubSpot presents a seamless sync presenting call activity along with sales data, so that you can get a more accurate forecast of how deals are developing. You have the option to create new HubSpot contacts from Dialpad, match existing HubSpot contacts to Dialpad contacts, and go between the two platforms with ease. It’s amazing when your tools talk to each other.

Sales Automation
Manual data entry and synchronization issues are a huge nuisance for sales professionals, not to mention that they can take up a lot of time. With HubSpot Integration, you get call logging for both inbound and outbound calls regardless of connected device, full call transcripts and voicemails, and even call notes. The best part? This is all automated so that you can be more productive and spend more time talking with prospective customers.

Customer Profiles in One Place
Whether you are on your laptop or mobile phone, Dialpad displays your contact’s profile including any past and open activities right within your app. This way, you can have a clear idea of your prospect and the interactions you have had and review any call notes and transcriptions when needed. This might seem like a small benefit, but the ability to access your customer profiles within one platform can really help to streamline your workflow and help increase your productivity drastically.

Frequently Asked Questions

What is included in this Integration?

Dialpad’s integration with HubSpot Sales Hub improves users’ productivity by auto logging inbound and outbound calls to HubSpot and by giving users the ability to log notes and save tasks against contacts.

Which plans of HubSpot Sales Hub support this integration?

Dialpad allows users on HubSpot Sales Free, Starter, Professional, and Enterprise to use this integration.

Does Dialpad store data from HubSpot locally?

No, Dialpad makes API calls to HubSpot to fetch contact and activity information. Data is not stored locally.

Do I need to select a contact match to log calls?

Yes, you need to match against a contact for call logging to work for that contact.

Why am I not seeing any deals for a call?

Dialpad searches for HubSpot Deals only if there is a deal that is tied to the contact. If a deal is not visible in the dropdown, please check HubSpot and verify whether the contact has the deal.

Can I set a deadline for a task from Dialpad?

Unfortunately, the HubSpot API for Tasks does not allow selection of a Date field.