Using Dialpad while working in HubSpot shouldn’t mean bouncing between apps. With Calling in HubSpot, you can handle calls right from your CRM and still capture all the key details Dialpad provides.
Who can use this
This feature is in an Early Adopter Program (EAP). If you’d like to use this filter, please contact your Customer Success Manager.
Turn on Calling in HubSpot
To enable Calling in HubSpot
Navigate to the phone icon
Select Change provider
Select Dialpad (Beta)
If you haven’t linked HubSpot to Dialpad yet, a prompt will appear to connect to HubSpot.
If your HubSpot is linked to Dialpad, select Open calling window to launch the Dialpad widget.
Once you're connected, a mini Dialpad calling widget opens in a new window. You can place calls, search contacts, and see your recent and favorite contacts, just like in the app.
Note
If HubSpot calling fails to activate after clicking Open calling window, contact your Customer Success Manager to enroll in the EAP.
Tip
Make sure you grant microphone access, otherwise, you won’t be able to make calls.
Make & receive calls
Place and receive calls in HubSpot by navigating on the calling widget.
To make a call
Navigate to any contact
Select the Call icon
Select a number to start the call
Make sure that the Dialpad calling widget is visible so you can see the call in progress.
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To receive a call
When you get an incoming call, you’ll see a notification in HubSpot..png)
To answer a call, just bring the Dialpad calling widget into focus.
Note
Can’t see the calling window?
Press Ctrl/Cmd + to bring the calling window into focus or go to Menu → Window → Calling Integration | HubSpot.
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Contact matching
Once your call is connected, Dialpad automatically matches the number with the appropriate HubSpot contact.
Rematch a contact
Need to change the matched contact? No problem!
To rematch a contact
Hover over the contact details on the calling widget
Select Rematch
Enter a different contact’s name or number in the search bar
Select the name of the contact you’d like to match
Note
You'll need to match a contact before you can log call details.
Multiple contact match
When multiple contacts are found, we’ll show you the possible matches so you can pick the right one before logging the call
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Select the correct contact’s name to make the match in HubSpot.
Create a contact
No match? You can create a new contact if the number or name isn’t in HubSpot yet.
To create a new HubSpot contact
Navigate to the calling window > select Create
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Enter the contact’s details
Select Create
Call logging
When you make or receive a call, you’ll see an option to log it with key details like subject, deal, outcome, and notes.
You can even make outcome logging required by adjusting your settings in HubSpot.
View call logs
Once you log a call, you’ll see the logged calls under Recent activities.
If Dialpad Ai is enabled, the call log will also include a call summary and action items for added insights.
Frequently asked questions
Can I send SMS from the calling widget?
Yes! Choose a contact in the widget, and a conversation view will pop up so you can send your SMS.
If SMS logging is turned on, your messages will be saved to the contact’s record.
Why does the calling widget open separately from HubSpot?
Calls can get disconnected if you move around HubSpot, so the widget opens in a separate window to keep the connection steady.
What should I do if the calling widget isn’t responding?
Try doing a hard refresh on the calling window.
Press Cmd/Ctrl + Shift + R or go to View → Reload this page a couple of times, then give it another try.