Dialpad’s integration with HubSpot Sales Hub improves users’ productivity by auto logging inbound and outbound calls to HubSpot and by giving users the ability to log notes and save tasks against contacts.
Recent HubSpot activity would be shown on the sidebar in the Dialpad app. Note that the integration does not provide in-HubSpot calling capability at this point.
Matching Dialpad Contacts to Hubspot Contacts
Dialpad searches for contacts on HubSpot using the Dialpad user’s email, name, and phone number.
Single Contact Found
If a single match is found on HubSpot, Dialpad automatically matches against that contact. Clicking on "View Contact" opens up the contact page in HubSpot Sales Hub.
Multiple Contacts Found
If multiple matches are found on HubSpot, users are notified in the HubSpot area of the sidebar. Users can then select a match from the list.
Please note that if there are multiple potential matches, a match needs to be selected before or during a call for that call to be logged.
Creating New Hubspot Contacts from Dialpad
Users can click on Create HubSpot Contact to create contacts in HubSpot from Dialpad.
Unmatching HubSpot Contacts
Users can unmatch a HubSpot contact from a Dialpad contact to either match against a different HubSpot contact or create a new HubSpot contact by clicking on Wrong Contact.
Logging Calls to HubSpot
After a HubSpot contact has matched against a Dialpad contact, the sidebar will automatically log calls to the contact.
Users can still update the call and set the Deal, add notes, and log Dispositions (outbound calls only) during or after the call.
Logging Notes and Tasks to HubSpot
Users can log notes or tasks against contacts while not on calls by clicking on Log Notes or Log Tasks
Does Dialpad store data from HubSpot locally?
No, Dialpad makes API calls to HubSpot to fetch contact and activity information. Data is not stored locally.
Do I need to select a contact match to log calls?
Yes, you need to match against a contact for call logging to work for that contact.
Why don’t I see deals for this call?
Dialpad searches for HubSpot Deals only if there is a deal that is tied to the contact. If a deal is not visible in the dropdown, please check HubSpot and verify whether the contact has the deal.
Can I set a deadline for a task from Dialpad?
Unfortunately, the HubSpot API for Tasks does not allow selection of a Date field.