HubSpot Integration

HubSpot is a premium integration available to customers on the Pro or Elite pricing plan. Learn about the benefits and how to upgrade your account in this article.

Integrating CallRail with your existing HubSpot account allows you to view calls and texts as form submissions in the lead timeline. Using CallRail's integration with HubSpot, you're able to view caller's contact info, like lifecycle stage, first and last touch, and recent interactions. You'll also be able to segment and score leads based on their calls and text messages to your business.

Use this article to learn:

  • How CallRail reports data to HubSpot
  • How to integrate CallRail with HubSpot
  • Where to see your HubSpot data in CallRail

Getting Started

In order for CallRail to send data to HubSpot, you'll need an active tracking number for an online campaign, and have dynamic number insertion installed on your website. CallRail will send your tracker number, tracker name, call recording link, and call duration data to HubSpot.

Your CallRail Data in HubSpot

As soon as the phone call begins, CallRail creates a lead for the person calling your business. Once your call ends, we'll send the phone call to HubSpot as a form event. We'll push data to HubSpot according to a caller's cookie ID or telephone number as follows:

  • If the caller's web session is already associated with a HubSpot tracking cookie, we'll tie the activity tracked within CallRail with the corresponding contact's cookie ID.

  • If no HubSpot cookie is available, CallRail will search your HubSpot contact phone number for a match. If a match is found, the activity tracked by CallRail will be associated with the corresponding contact with that phone number.

  • If no HubSpot cookie ID is available, and if the caller's telephone number does not match any of your HubSpot contacts, CallRail will create a new contact and associate the phone call or text message activity with the new contact.

Integrating with HubSpot 

CallRail's integration with HubSpot is company-dependent within your account. Use the instructions below for each company you'd like to integrate with HubSpot.

  1. Choose the company you’d like to integrate with HubSpot.



  2. Click Settings at the top of the page.



  3. Select the Integrations tab, then click All Integrations.

    Integrations_All_Integrations.png

  4. Select Activate from the HubSpot integration option.



  5. Enter your HubSpot ID (HUB ID), which can be found by clicking the Help icon from your HubSpot Dashboard. You can also find your HUB ID at the very bottom of your HubSpot Dashboard, in the gray bar that stretches across the page.



  6. Indicate whether or not CallRail should create a new lead in your HubSpot account when no lead is found.



    • Choose Create a new lead when no lead is found to allow CallRail to post new leads to HubSpot.
    • Choose Do not create new leads, and CallRail will only post call activities to existing leads within your HubSpot account.

  7. Click Authorize once you've entered your HubSpot ID. You'll be taken to HubSpot and asked to authorize CallRail to use data from your account. We will never see your HubSpot password.



Your HubSpot Data in CallRail

Once your HubSpot integration is active and sending data, you can see a caller's lead details in Copilot.

  1. Choose the company whose HubSpot data you'd like to access.



  2. Click Copilot at the top of the page.



  3. Select the caller whose HubSpot data you'd like to review.



  4. Select Integrations from the caller's timeline, and choose HubSpot. The caller's timeline will update to show the caller's overview, as well as tracking information associated with the caller.



  5. If you'd like to edit a caller's details, click Edit this contact in HubSpot to be redirected to your HubSpot account.

Disabling HubSpot Integration

Disabling a company's HubSpot integration will prevent CallRail from sending campaign data to your HubSpot account. We'll keep your HubSpot credentials saved in case you'd like to re-activate your integration in the future.

  1. Choose the company whose integration you'd like to disable.



  2. Click Settings at the top of the page.



  3. Select the Integrations tab, then click All Integrations.

    Integrations_All_Integrations.png

  4. Click Configure on the HubSpot integration option.



  5. Select Disable Integration on the right side of the page.



  6. Click Disable to turn off your HubSpot integration.



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