HubSpot

• The HubSpot integration enables bidirectional sync between Leadtosale and HubSpot.
• Call recordings are automatically logged as engagements on matching HubSpot contacts.
• Deal stage changes in HubSpot can automatically update lead status in Leadtosale.

Connecting HubSpot

• Contact support to enable your account ID in the HubSpot integration app.
• Navigate to your account settings and select “Integrations” > “HubSpot”.
• Click “Connect HubSpot” to begin OAuth authorization.
• Authorize Leadtosale to access your HubSpot account.

How it works

Outbound (Leadtosale → HubSpot):

• When a call lead is captured with a recording URL, Leadtosale searches HubSpot for contacts matching the caller’s phone number.
• If a match is found, a “CALL” engagement is created with the recording attached.
• Call duration and other metadata are included in the engagement.

Inbound (HubSpot → Leadtosale):

• When a deal’s stage changes in HubSpot, Leadtosale receives a webhook notification.
• Deals marked as “Closed Won” automatically mark the corresponding lead as won.
• Deals marked as “Closed Lost” automatically mark the corresponding lead as lost.

Requirements

• The phone number on the HubSpot contact must match the lead’s phone number for automatic matching.
• HubSpot credentials must be assigned to a container for tracking to work.

Troubleshooting

• Verify OAuth connection is still active in your HubSpot account settings.
• Check that the correct HubSpot credentials are assigned to your container.
• Ensure phone numbers are formatted consistently between systems.