HubSpot phone and VoIP integration

Close the calls-outside-CRM, no-click-to-call, and no-call-data gaps.

Three telephony problems HubSpot solves

Calls happen outside the CRM, so the richest sales and service activity, the conversation itself, never gets recorded.

Reps dial by hand from a separate phone system, so calling is slow and the call rarely gets logged against the contact.

Call volume and outcomes are invisible, because the phone system and the CRM do not share data.

Why do calls happen outside the CRM?

A VoIP integration connects the phone system to HubSpot, so calls are placed and logged against the contact from within the CRM. The conversation, the richest activity of all, is captured. Calls stop happening in the dark.
So when a rep calls a customer, the call and its outcome land on the record without a separate write-up.
A call that the CRM never sees is the most valuable activity, lost. Integration captures it.

Why do calls happen outside the CRM?

Why do reps dial by hand?

Click-to-call lets a rep dial straight from the contact record, so calling is faster and every call is logged automatically. The hand-dialling from a separate phone, and the missed logging that came with it, both end.
So when a rep works through a call list, each call is one click and is recorded without effort.
Hand-dialling from a separate system is slow and rarely logged. Click-to-call fixes both.

Why do reps dial by hand?

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Why are call volume and outcomes invisible?

With the phone system and CRM connected, call volume, duration, and outcomes report alongside the rest of the activity. The calling that was invisible becomes a measured part of the picture.
So when a manager reviews activity, calls are there with emails and meetings, not missing from the record.
Calling invisible to the CRM cannot be managed or improved. Integration brings it into view.

Why are call volume and outcomes invisible?

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Professional & Great Service by Martin & his team!

"PYB supported us in getting to grips with the HubSpot system after we did not get the support we needed elsewhere. They were knowledgeable and quick to pick up on issues."

Jane Christie

Business Development

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FAQs

How long does a VoIP integration take?

Most run 4 to 8 weeks. Weeks 1 to 2 cover architecture: the phone system, click-to-call, logging, and recording rules. Weeks 3 to 5 cover the integration and testing. Weeks 6 to 8 cover reporting and training, so the team calls from the CRM and trusts the logged data.

Can HubSpot integrate with our phone system?

In most cases yes, through native calling, app integrations, or a custom integration with the VoIP provider. Calls log against the contact, and recordings attach where used. PYB has connected phone systems to HubSpot for clients whose calling happened entirely outside the CRM.

Which phone and VoIP systems does HubSpot work with?

HubSpot offers native calling and integrates with providers such as Aircall and others through native apps or custom builds. PYB holds the Custom Integrations Accreditation and connects the system directly where a provider needs bespoke integration for click-to-call, logging, or recording.

What HubSpot products does a VoIP integration need?

Sales Hub Professional for calling, click-to-call, and logging. Service Hub Professional where calls are support cases. Operations Hub for integrating a third-party phone system. The core calling capability sits within Sales and Service Hub.

Does HubSpot handle call recordings and data securely?

HubSpot holds SOC 2 Type II and ISO 27001, with permissions over who can access calls and recordings, and the integration runs over secure connections. PYB adds its own ISO 27001, ISO 9001, and Custom Integrations Accreditation. For recorded calls and call data, that supports a controlled, compliant approach.