HubSpot

  • The HubSpot integration enables bidirectional sync between Leadtosale and HubSpot.
  • Call recordings are automatically logged as engagements on matching HubSpot contacts.
  • Deal stage changes in HubSpot can automatically update lead status in Leadtosale.

Connecting HubSpot

  • Contact support to enable your account ID in the HubSpot integration app.
  • Navigate to your account settings and select “Integrations” > “HubSpot”.
  • Click “Connect HubSpot” to begin OAuth authorization.
  • Authorize Leadtosale to access your HubSpot account.

How it works

Outbound (Leadtosale → HubSpot):

  • When a call lead is captured with a recording URL, Leadtosale searches HubSpot for contacts matching the caller’s phone number.
  • If a match is found, a “CALL” engagement is created with the recording attached.
  • Call duration and other metadata are included in the engagement.

Inbound (HubSpot → Leadtosale):

  • When a deal’s stage changes in HubSpot, Leadtosale receives a webhook notification.
  • Deals marked as “Closed Won” automatically mark the corresponding lead as won.
  • Deals marked as “Closed Lost” automatically mark the corresponding lead as lost.

Requirements

  • The phone number on the HubSpot contact must match the lead’s phone number for automatic matching.
  • HubSpot credentials must be assigned to a container for tracking to work.

Troubleshooting

  • Verify OAuth connection is still active in your HubSpot account settings.
  • Check that the correct HubSpot credentials are assigned to your container.
  • Ensure phone numbers are formatted consistently between systems.
The HubSpot integration enables bidirectional sync between Leadtosale and HubSpot. Call recordings are automatically logged as engagements on matching HubSpot contacts. Deal stage changes in HubSpot can automatically update lead status in Leadtosale. Connecting HubSpot Contact support to enable your account ID in the HubSpot integration app. Navigate to your account settings and select “Integrations” > “HubSpot”. Click “Connect HubSpot” to begin OAuth authorization. Authorize Leadtosale to access your HubSpot account. How it works Outbound (Leadtosale → HubSpot): When a call lead is captured with a recording URL, Leadtosale searches HubSpot for contacts matching the caller’s phone number. If a match is found, a “CALL” engagement is created with the recording attached. Call duration and other metadata are included in the engagement. Inbound (HubSpot → Leadtosale): When a deal’s stage changes in HubSpot, Leadtosale receives a webhook notification. Deals marked as “Closed Won” automatically mark the corresponding lead as won. Deals marked as “Closed Lost” automatically mark the corresponding lead as lost. Requirements The phone number on the HubSpot contact must match the lead’s phone number for automatic matching. HubSpot credentials must be assigned to a container for tracking to work. Troubleshooting Verify OAuth connection is still active in your HubSpot account settings. Check that the correct HubSpot credentials are assigned to your container. Ensure phone numbers are formatted consistently between systems.
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