HubSpot integration

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:

Forms Submissions in HubSpot.

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.

  1. Click the Settings icon on the left navigation bar.

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

  3. Click Integrations at the top of the page.

  4. Choose HubSpot from the list of integrations.

  5. Choose whether or not CallRail should post activities for outbound calls in addition to inbound ones.

  6. In the Contact settings in HubSpot section, you'll have the following options.

    - Choose Create a new contact when no contact is found, to allow CallRail to post new contacts to HubSpot.

    - Choose Do not create new contacts, and CallRail will only post call activities to existing contacts within your HubSpot account.

    - Choose Create "@call.com" email addresses, and CallRail will include @call.com email addresses for every new contact we create. We only recommend choosing this setting if part of your HubSpot configuration requires an email address for each contact.

  7. Once you've selected your configurations, click Authorize.

  8. 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.

  9. 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.

    CallRail Updated Scope Approval Screen (1).png

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 deactivating it.

See HubSpot’s support article on spam prevention/CAPTCHA.

Deactivating the HubSpot integration

Deactivating 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.

  1. Click Settings icon on the left navigation bar.

  2. Choose the company where you'd like to deactivate the integration.

  3. Click Integrations at the top of the page.

  4. Choose HubSpot from the list of integrations.

  5. Click Deactivate 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.

  1. In your HubSpot account, click the Marketplace icon in the main navigation bar.

  2. Under Manage, select Connected apps.

  3. Click Actions on the CallRail app, then click Uninstall.

  4. In the dialog box, type "uninstall" and click Uninstall.
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