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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. We need to add your account’s callback URL to the HubSpot app before you can connect.
  • Navigate to Container settings > Integrations > HubSpot account.
  • Click “Connect a new account” to begin OAuth authorization.
  • Authorize Leadtosale to access your HubSpot account.
  • Select the connected account in the “HubSpot account” dropdown and click “Save”. Connected HubSpot accounts can be reused across containers.
  • The “HubSpot Tracking ID” is filled in automatically from the connected account. Only change it to track a different HubSpot portal.
  • To deploy the HubSpot tracking code without the sales integration, leave the account as “Not connected” and just enter a tracking ID.
  • HubSpot settings in container settings

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.
  • A HubSpot account must be selected in the container’s settings for syncing to work.

Troubleshooting

  • Verify OAuth connection is still active in your HubSpot account settings.
  • Check that the correct HubSpot account is selected in Container settings > Integrations.
  • 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. We need to add your account’s callback URL to the HubSpot app before you can connect. Navigate to Container settings > Integrations > HubSpot account. Click “Connect a new account” to begin OAuth authorization. Authorize Leadtosale to access your HubSpot account. Select the connected account in the “HubSpot account” dropdown and click “Save”. Connected HubSpot accounts can be reused across containers. The “HubSpot Tracking ID” is filled in automatically from the connected account. Only change it to track a different HubSpot portal. To deploy the HubSpot tracking code without the sales integration, leave the account as “Not connected” and just enter a tracking ID. 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. A HubSpot account must be selected in the container’s settings for syncing to work. Troubleshooting Verify OAuth connection is still active in your HubSpot account settings. Check that the correct HubSpot account is selected in Container settings > Integrations. Ensure phone numbers are formatted consistently between systems.