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.
- 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.
- Once you've selected your configurations, click Authorize.
- You'll be taken to HubSpot and asked to login to your HubSpot account. We will never see your HubSpot password. If you have access to multiple accounts, this is where you'll choose which one you'd like to connect to the integration. Click Choose Account.
- After choosing your HubSpot account, you will be asked to agree to the scope of CallRail data the integration needs access to. Click the checkbox to agree to the scope, and click Connect App.
Spam prevention settings in Hubspot
Our integration creates and uses the following forms: Call Tracking Email and Form Capture. We recommend not enabling spam prevention/CAPTCHA for these specific forms, as it will impact our integration's ability to send call and SMS data. If you have enabled spam prevention in HubSpot for these forms, we recommend disabling it.
See HubSpot’s support article on spam prevention/CAPTCHA.
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.
Uninstalling the CallRail app in your HubSpot account
Uninstalling CallRail as a connected app in HubSpot will prevent CallRail from passing lead data to your HubSpot account. Follow the instructions below to disconnect the CallRail app from your HubSpot account.
Prefer HubSpot's instructions? Check out their help article on uninstalling connected apps.
- In your HubSpot account, click the Marketplace icon in the main navigation bar.
- Under Manage, select Connected apps.
- Click Actions on the CallRail app, then click Uninstall.
- In the dialog box, type "uninstall" and click Uninstall.
