Using OpenPhone’s HubSpot integration allows you to connect your phone with your CRM. We’ll show you how to set up the integration and what’s possible.
How does the HubSpot integration work?
The HubSpot integration makes it easier to view contact details as a HubSpot contact, whenever a HubSpot contact calls or messages your OpenPhone number. You don’t even have to add them as an OpenPhone contact. The contact profile in OpenPhone will display the following fields from HubSpot:
- First Name
- Last Name
- Phone
Additionally, if these fields are not empty in HubSpot, they will also display:
- Job title
- Company
- Associated company
- Contact/Lead Owner
- Link to a HubSpot record
Limitations of contact syncing with HubSpot
Contact syncing with HubSpot has some limitations:
- To display HubSpot contact details, a call must be with a phone number that matches the number of an existing HubSpot contact’s phone number.
- Updating contacts in OpenPhone does not update them as HubSpot contacts. If you need to update the name, email address, or phone number associated with a HubSpot contact, you need to make those changes directly in HubSpot.
- Contacts created and updated in OpenPhone do not automatically sync to HubSpot at this time.
Integrated OpenPhone activities logging to HubSpot contacts
Activities done through OpenPhone, including incoming calls, outgoing calls, call recordings, voicemail, and text messages, can all automatically be logged to a relevant contact in HubSpot.
Option to use HubSpot call minutes or not
You can call your contacts straight from HubSpot's app with your OpenPhone number. Doing so means you won't be using the call minutes in your HubSpot subscription.
To call your HubSpot contacts without using your HubSpot call minutes, follow these steps:
- First, make OpenPhone the default app for calling on your computer.
- Select a contact in HubSpot and hover over their phone number. You'll see a share icon.
- Click the icon for the option to call that number in OpenPhone.
4. After clicking the pop up, you'll be taken to the OpenPhone desktop app where you can click "Call" to dial that number.
Who can access and set up the HubSpot integration?
All customers on the OpenPhone Business plan have access the integration. Only an OpenPhone workspace owner or admin user can set up the integration.
From within HubSpot, you can access this integration with any HubSpot plan. However, you'll need to have super admin permissions in order to connect HubSpot to OpenPhone.
How do I set up the HubSpot integration?
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If you are an OpenPhone workspace Owner or Admin, go to the OpenPhone web or desktop app.
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In your workspace, select “Integrations”.
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Select HubSpot and click “+ Connect to HubSpot”.
4. HubSpot will ask you to confirm the HubSpot account you want to connect to OpenPhone. Click the bubble to the left of your selected account name.
settings in OpenPhone.
6. Scroll down to “Phone Numbers”. Here, you can toggle on and off:
- Auto-log calls - Toggling on automatically logs incoming and outgoing calls to the matching contact or company in HubSpot.
- Auto-log messages - Toggling on automatically logs incoming and outgoing messages to the matching contact or company in HubSpot (Note: this setting currently auto-logs SMS messages. MMS messages sent through OpenPhone will show as a blank message in HubSpot currently. However, a sales rep can add the image, GIF, or video into the log history in HubSpot by clicking into the blank message in HubSpot and clicking “Save”).
You can select which phone numbers log into HubSpot with the following steps:
- Scroll down to “Phone Numbers”.
- Select each phone number you’d like to sync call and message data within HubSpot.
Watch below to get a video walkthrough of the HubSpot integration.
If you have any other questions, please submit a request here. We're happy to help!
