Integrating CallTrackingMetrics with HubSpot


Last Updated: 08/01/2017 Back to Topic All Articles

HubSpot is a powerful, easy to use, integrated set of applications businesses can use to attract, engage, and delight their customers by delivering inbound experiences that are relevant, helpful, and personalized.

If you are using HubSpot’s Inbound Marketing Software, you can now easily sync call leads coming through your tracking numbers to your HubSpot account. This will allow you to holistically view your leads and manage call conversions in HubSpot.

With CallTrackingMetrics’ integration with HubSpot we are able to not only create a new contact for each caller but we are also able to include all the valuable information around the source of the call and all the website visitor information around the call.

HubSpot requires all contacts to have a email address, CallTrackingMetrics only is able to capture email addresses when the premium caller id is turned on and even in that case we only capture them when they are available. When an email address is not present our software will automatically create an email address for the contact. This email address is going to be a the callers phone number @hubspot.com. Example 123-456-7890@hubspot.com.


How to set it up:

Start by logging into your CallTrackingMetrics account and select your settings option>> Account settings >> CRM Integrations. From

Click on CRM integration on the sub-navigation then choose HubSpot.
HubSpot

You will then be prompted to enter information about your HubSpot account.

CallTrackingMetrics Integration with HubSpot

Once you have connected your hubspot, You can control various settings about how you want to sync information such as:

CTM Integration with HubSpot image of settings options

Once you have your account linked you’ll have the option to customize when calls get sent into Hubspot.

The first option is for the call duration, you can select the minimum duration of the call for it to be sent into hubspot.

The second option is going to be whether or not we send in all calls or only new callers into hubspot. Keep in mind that by default Hubspot will create a new contact for every call.

The third option is to sync contact data on call start. Turning this on will make it so the call information will be sent into hubspot at the beginning of the call. Turning it off will make it so the information goes in at the end of the call. Some users find they like it sending it at the beginning of the call so during the call they can be logged into hubspot and make notes and edits to the contact while the caller is still on the phone. Other like to wait to handle that information post call.

The fourth option is to only send call with visitor data attached.

Once calls start coming in, you will see them show up as leads in HubSpot. The phone number, caller ID info, audio file, and tracking source (google paid, referral etc) will all show in HubSpot with the call.


Was this article helpful?
0 0