HubSpot Migration Guide

We're making the move from HubSpot V1 to V2 to give you better features and a smoother experience.

New customers already have HubSpot V2 by default, and existing customers must manually update by August 30, 2025. After that, we'll automatically switch everyone over.

Let’s dive into the details

Reminders before migration

• Migration includes your existing contact matching data between Dialpad and HubSpot to keep things in sync.

• You can use the Dialpad app while the update runs.

• You'll receive notifications from Dialbot and email once the update succeeds or fails.

• All agents will need to reconnect to HubSpot individually after the migration is complete.

Tip

The HubSpot migration usually takes anywhere from a few minutes to an hour. It’s best to run the update after office hours since some calls might not be logged during the process.

To avoid any disruptions, we recommend updating early so you can choose the best time and ensure a smooth transition for your team.

Enhanced Features and Improvements in the new HubSpot

Migrating to the new HubSpot gives you new features and helps keep your data clean, so you can get more out of your Dialpad + HubSpot integration.

New Features

• Calling in HubSpot

• Dialpad Ai support

• SMS logging

• Service ticket automation

• SMS workflow support

Improvements

• You can now create contacts without needing an email.

• No more duplicate contacts from unknown numbers.

• We’ve removed automatic contact creation or unknown numbers to improve data accuracy.

Migrate to the new HubSpot integration

You can initiate the migration in two ways

• Using the HubSpot migration banner

• Manual update in the Integration Settings

Migrate using the banner

To update to the new HubSpot, head to your Dialpad app

1. Select Update on the system banner
   

2. Review the information provided

3. Select Start Update for Company to begin the migration

Migrate in Integration settings

To update to the new HubSpot through the Integration settings

1. Go to Company Settings > Integrations

   

2. Navigate to HubSpot

3. Select Options > Update

Once the migration is done, you’ll see a success banner and be prompted to reconnect your HubSpot integration in the Dialpad app.

If you have any questions or need help with the update, check out this Help Center article or reach out to your Customer Success Manager.

Note

If an update fails, don’t worry! You can always try again. If it still doesn’t work after a few tries, reach out to our Customer Care team for help.