Source information sent to contact records instead of Call Records in HubSpot
When call records are imported to HubSpot, the source detail (name of the tracking number) is added to "Last Source Contacted" in HubSpot within "Contact" records. There is no unique identifier added to the call record itself past the first source listed as "CallRail."
I suggest that the exact information being added to the call record in the field named "Record Source Detail 2" so that more accurate reports can be made.
Currently, any reporting features in HubSpot are using the contact source, and are impacted when the same contact reaches out to multiple different numbers, thus making the report inaccurate.
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Hey! Following up! Still have not heard any new news on this.
Hello Jacob!
At this time, the requested feature is not available. However, I believe this is a great suggestion, and our product team has been notified of your request to be considered for future improvements.
Hello! I’m experiencing the same issue and wanted to add a few additional considerations from a multi-brand perspective.
As a parent company managing ~30 companies under a single CallRail account, the ability to accurately segment and report on call data within HubSpot is critical. Enhancements in this area would provide significant value for all CallRail + HubSpot users, but especially for organizations managing multiple brands or locations.
It would be extremely helpful to have the following properties available on both the Call Activity record itself (not just the contact record):
Currently, these values are written to the contact record and are overwritten with each new call, which limits historical visibility and introduces data integrity issues over time.
Bringing these properties onto the call activity record would unlock several important use cases:
Accurate call reporting in HubSpot
The ability to report on call volume and duration by company, number, or source directly in HubSpot—without relying on external reporting in CallRail.
Holistic, cross-channel dashboards
Building centralized dashboards that combine calls, form submissions, web activity, and revenue—giving teams a true, unified view of performance by brand/location.
Improved attribution and ROI measurement
Enabling calls to be leveraged in HubSpot attribution reporting, so we can clearly track the role phone calls play in revenue and understand how they contribute across the full customer journey.
Today, much of this analysis requires going back into CallRail just to answer basic questions like monthly call volume by company. Consolidating this data at the activity level in HubSpot would significantly improve reporting efficiency, adoption by our teams, data accuracy, and overall visibility.
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