Setting up the HubSpot integration

Does your team use HubSpot CRM? Using OpenPhone's HubSpot integration you can connect your phone with your CRM. In this guide, we'll show you how to get started and what's possible.

First, we’ll provide a brief look at what the HubSpot CRM is for anyone looking at different CRM solutions (if you’re a HubSpot user, you can skip this section).

What is HubSpot?

HubSpot CRM is a free and easy-to-use CRM to help you organize, track, and build better relationships with leads and customers.

With HubSpot CRM, you can:

• get full visibility into your sales pipeline in real time

• organize all your active deals

• track how contacts interact with your email marketing, landing pages, and more

• grow your leads list with HubSpot's free form builder

How does the HubSpot integration work?

With the HubSpot integration, whenever a HubSpot contact calls or messages your OpenPhone number, you can see that contact’s name in OpenPhone without having to add them as a contact in the OpenPhone app.

Note: You can not alter a HubSpot contact in OpenPhone. If you need to update the name, email address, or phone number associated with a HubSpot contact, you can make that change in HubSpot.

Activities done through OpenPhone including incoming calls, outgoing calls, call recordings, voicemail, and text messages can all automatically be logged to a relevant contact in HubSpot.

Keep in mind you can call your contacts straight from HubSpot's app with your OpenPhone number. However, you'll still be using the call minutes in your HubSpot subscription.

If you wish to call your HubSpot contacts without using your HubSpot call minutes, you'll need to first make OpenPhone the default app for calling on your Mac. Then select a contact in HubSpot and hover over their phone number. You'll see a share icon you can click that will then give you the option to call that number in OpenPhone.

After clicking the pop up, you'll be taken to the OpenPhone Mac app where you can click "Call" to dial that number.

Who can set up & use the HubSpot integration?

All customers on the OpenPhone Premium plan will be able to use the integration.

In OpenPhone, you must be a workspace owner or admin user to be able to set up the integration. You also need to be a super admin in HubSpot in order to connect HubSpot to OpenPhone.

How do I set up the HubSpot integration?

1. Go to the OpenPhone web or Mac app.

2. Select “Integrations” under the Workspace settings.

3. Select HubSpot and click “+ Connect to HubSpot”.

4. HubSpot will ask you to confirm the HubSpot account you want to connect to OpenPhone.

5. After you confirm you wish to connect the apps, you’ll be redirected back to the integration settings in OpenPhone. Scroll down to “Phone Numbers”. Here, you can toggle on and off:

• Auto-logging incoming and outgoing calls to the matching contact or company in HubSpot

• Auto-logging incoming and outgoing messages to the matching contact or company in HubSpot (Note: this setting currently auto-logs SMS messages. MMS messages sent through OpenPhone will show as a blank message in HubSpot currently. However, a sales rep can add the image, GIF, or video into the log history in HubSpot by clicking into the blank message in HubSpot and clicking “Save”.)

You can use custom activity types in HubSpot to log your OpenPhone calls and messages so you have a clearer look into how your sales team spends their time.

6. Scroll down to “Phone Numbers”. In this section, you can select the phone numbers you’d like to sync call and message data within HubSpot.

Watch below to get a video walkthrough of the HubSpot integration.

If you have any questions about connecting OpenPhone to HubSpot, drop us a note at support@openphone.co.