Configure HubSpot with Dialpad
Users with HubSpot Sales Free, Starter, Professional, and Enterprise can use this integration.
To connect Hubspot with Dialpad, you'll need to be a Dialpad Company Admin, with Admin access to your HubSpot Sales Hub account.
To enable HubSpot for your company, head to your Admin Settings from Dialpad.com
- Select My Company
- Navigate to Integrations
- Beside Hubspot, select Options
- Select Enable
Dialpad will automatically redirect you to the HubSpot login page.
Choose one account to connect to Dialpad from your listed HubSpot accounts.
Once the HubSpot account is connected to Dialpad, you will be redirected to the Integration settings page. Now, you'll need to configure your integration options.
Head back to your Admin Settings from Dialpad.com,
- Select My Company
- Navigate to Integrations
- Beside Hubspot, select Options
- Select Configure
From the Office Access tab, select which offices will access the HubSpot integration.
On the Settings tab, configure your desired call logging preferences — settings apply at an office, department, and user level.
- Log calls as activities: A HubSpot activity will automatically be created for each call
- Post call recordings to HubSpot: A link to the call recording will be posted to the HubSpot activity
- Log auto external transferred calls: If auto recording is enabled, a link to the call recording will be posted to the HubSpot activity even if the call is transferred
- Log voicemails as activities: A HubSpot activity will automatically be created for each voicemail. A link to the voicemail would be logged in the comments.
Once configured, all Users with a valid HubSpot Sales Hub account will see the integration in the sidebar of their Dialpad App.
Ready to start using this integration? Click here for more information.