Integrating CallRail with your HubSpot account allows you to send calls, text messages, and form submissions directly to your HubSpot contact activity timelines for a unified look at your lead management.
If you'd like to learn more, check out these support articles:
Calls and Texts Data in Hubspot.
Getting started
In order for CallRail to send data to HubSpot, you'll need your company's JavaScript snippet installed on your website.
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.
- Click the Settings icon on the left navigation bar.
- Choose the company you’d like to integrate with HubSpot.
- Click Integrations at the top of the page.
- Choose HubSpot from the list of integrations.
- Enter your HubSpot ID (HUB ID). This can be found by access your HubSpot account and clicking the dropdown menu in the top right corner.
- Choose whether or not CallRail should post activities for outbound calls in addition to inbound ones.
- Choose 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. - 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.
Disabling the HubSpot integration
Disabling a company's HubSpot integration will prevent CallRail from sending data to your HubSpot account. We'll keep your HubSpot credentials saved in case you'd like to reactivate your integration in the future.
- Click Settings icon on the left navigation bar.
- Choose the company where you'd like to disable the integration.
- Click Integrations at the top of the page.
- Choose HubSpot from the list of integrations.
- Click Disable Integration on the right side of the page.
