HubSpot Integration for Centralized Call Management
Connect your business phone with your CRM for more organized team workflows and clearer customer conversations.
Call Analytics
LiveBring Your Call Data and Client Records Together
Your client information lives in HubSpot, but your call activities are often separate. This disconnect creates extra work and can lead to missed details, affecting the quality of your customer relationships.
Disconnected Data
Call records scattered across different systems, making it hard to get a complete customer view.
Manual Entry
Time wasted manually logging call details and updating customer records after each interaction.
Missed Context
Team members lack crucial customer history when taking calls, leading to poor experiences.
Team Silos
Departments work in isolation without shared visibility into customer communication history.
A Better-Organized Workflow for Your Team
The RingFlow business phone system connects directly with your HubSpot account. This link helps your team by centralizing their most important daily tasks.
In-CRM Calling
Place calls to contacts without leaving your CRM. Streamline your workflow and stay focused on what matters most.
Caller Information
View a caller's HubSpot record before you answer the phone. Be prepared for every conversation with complete context.
Automated Logging
Save call details to the correct contact record automatically. No more manual data entry or missed information.
Live Note-Taking
Add notes to a contact's activity timeline during a live call. Capture important details in real-time.
Key Functions of Our HubSpot Connection
This connection gives your team the tools they need for more productive and informed conversations.
Click-to-Call Functionality
Instantly place outbound calls directly from your HubSpot contacts with a single click.
Incoming Call Display
View caller's HubSpot record instantly through on-screen pop-up notifications.
Full Activity Records
Automatically log all your calls, recordings, and voicemails in each contact's timeline.
Reduced Manual Entry
Automate data entry so your team is free to focus on real conversations with customers.
Accurate Client Histories
Keep complete, accurate records of every client interaction and conversation.
CRM-Based Reporting
Generate detailed reports using HubSpot call data for performance insights.
Have More Informed and Personal Client Calls
When your team has the full context of past interactions, they can provide a much better client experience. This direct connection ensures every team member has the information they need right in front of them.
Customer Interaction Timeline
Real-timeMeet Your Business Objectives More Effectively
The purpose of this HubSpot Integration is to help your sales and service departments operate more efficiently.
Faster Lead Dialing
Dial leads faster with fewer manual errors and delays for more efficient outreach.
Client Histories
Provide complete client histories before calls for proactive management.
Quick Issue Resolution
Access contact info quickly to resolve issues with greater speed and clarity.
Targeted Coaching
Review call logs and recordings inside CRM for targeted coaching opportunities.
Seamless Transitions
Prevent lost interactions, ensuring seamless transitions for clients.
Unified Customer Data
Unify customer data to align teams and improve service consistency and insights.
Built for High-Performing, Client-Focused Staff
The RingFlow system is made for the specific needs of teams who spend their day communicating with clients. It provides the right information at the right time.
For Sales Teams
Spend more time selling and less time on administrative tasks.
For Support Agents
Access customer history to solve problems with more context.
For Account Managers
Build stronger relationships with a full view of every interaction.
For Team Leaders
Get clear data on team activities to guide strategy and coaching.
Sales Dashboard
LiveSupport Center
ActiveCustomer Context
Client Relationships
InsightsRecent Interactions
Team Analytics
Real-timeActivity Overview
Experience a More Coordinated HubSpot Workflow Today
Activate Free trial to experience how the RingFlow Hubspot Integration helps your team build stronger client relationships with every call.
Get Start A Free TrialFrequently Asked Questions
It saves your team time by automating call logging and allows them to manage all their communication from one place.
Our connection is built for HubSpot Professional and Enterprise plans. Contact us to confirm details for your specific account.
It helps them make more calls in less time and records their activity for them, so they can focus on selling.
No, the design is intuitive. Since it works inside HubSpot, your team will find it familiar and easy to use.
Yes, all call data is logged in HubSpot, so you can use it to build reports on individual and team performance.