Recognise companies and contacts
Calls2CRM checks company phone numbers and the phone and mobile fields of contacts.
Available
HubSpot
A completed call activity on the right company or contact.
Calls2CRM searches companies and contacts by phone and mobile number. The conversation is stored as a completed call and associated with the matching relation.
How this integration works
Searches
Companies and contacts
Posts as
Completed call activity
Access
Private app token
Employee
No specific HubSpot owner
Capabilities
What does Calls2CRM do with HubSpot?
Keep the company association
If a matching contact belongs to a company, the call is posted to that company. Standalone contacts remain supported.
Complete call record
Direction, duration, date, subject and the full content are saved as a completed call.
Configuration
What needs to be configured?
Technical credentials can be entered securely in the Calls2CRM portal later. Do not share API keys or passwords through the contact form.
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01
Private app
Create a private app in HubSpot and copy its access token to Calls2CRM.
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02
Required permissions
Grant read access to companies, contacts and associations and write access to calls.
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03
Phone fields
Check that phone numbers are stored consistently in the standard phone and mobile fields.
Calls2CRM + HubSpot
Would you like to connect HubSpot to your telephony?
Tell us which environment you use. We will discuss the setup and check together whether all required information is available.