Automatically log your team’s calls and texts — and build better relationships — with OpenPhone’s HubSpot phone integration
.webp)
.svg)
Tired of manually logging your conversations with customers? Log calls, texts, and voice messages automatically with OpenPhone's HubSpot integration. That way, HubSpot serves as your team’s actual single source of truth.
Wish you weren’t limited by HubSpot’s calling minutes? OpenPhone offers unlimited calling with every plan.
Easily see when a HubSpot contact calls or texts in OpenPhone. Your team can access contact information anywhere with our iOS, Android, and desktop apps. Plus, enrich contact records with notes and custom properties so that your team can wow your customers.
Teamwork makes the dream work! Share ownership for calls and texts with shared numbers. Your entire team can easily review calls, texts, and voice messages with a specific contact in a single view so anyone can follow up faster. Tag team members for help or handoffs with OpenPhone's internal threads.
1. If you haven’t already, sign up for a free seven-day trial of OpenPhone’s Business plan.
2. Go to the OpenPhone web or desktop app.
3. Select “Integrations” under the Workspace settings.
4. Select HubSpot and click “+ Connect to HubSpot”.
5. HubSpot will ask you to confirm the HubSpot account you want to connect to OpenPhone.
6. After you confirm you wish to connect the apps, you’ll be redirected back to the integration settings in OpenPhone. Scroll down to “Phone Numbers”. Here, you can toggle which activity types you’d like to sync.
7. Scroll down to “Phone Numbers”. In this section, you can select the phone numbers you’d like to sync call and message data within HubSpot.
With OpenPhone’s VoIP phone system, your team can use our HubSpot phone integrationto streamline communication and build deeper customer relationships — all from an easy-to-use app.
%20(1).jpg)
Want to automatically send an SMS after someone fills out a form on your team's website? Or loop in other departments to conversations you are having with your contacts?
Give dozens of hours back to your team with OpenPhone’s webhooks and integrations with Zapier and Slack. Automate repetitive tasks like sending confirmation text messages when a prospect books a demo via Calendly. Make your sales and customer support processes more efficient — your team will thank you.
OpenPhone helps you craft the right text message at the right time.
With snippets, your team can respond to common contact questions instantly without having to start from scratch every single time. Your team can also send scheduled messages to your contacts ahead of time — based on your contact’s specific time zone.
Your contacts don't ever have to feel like they're left hanging. Auto-replies set the right expectations for new leads when your team is out of the office or outside business hours.
Plus, sprinkle in delight with any text sent through OpenPhone. Easily message photos, videos, GIFs, and other files to your customers.
With OpenPhone’s automatic call recording, you can easily coach your team.
OpenPhone’s AI call summaries and transcriptions let you easily review any recorded conversation with instant call transcripts, summaries, and next steps for you, making it easier for your team to move deals through your pipeline.
Review inbound and outbound calls at a glance in OpenPhone’s shared inbox and use your call notes to identify coaching opportunities for your team.
OpenPhone helps you bring your sales team’s collective knowledge to every phone call.
With group calling, invite multiple team members in real time to answer objections as a team or negotiate pricing.
Your team can also hand off contacts to specific colleagues via warm transfers so they can continue the sales conversation.
OpenPhone gives you the ability to have multiple US and Canadian toll-free numbers so that you can equip teams with direct phone numbers, department-specific inboxes, and phone numbers to support different markets.
Local area codes ensure your team appears to have a more local presence so they can more effectively connect with leads.
Each user comes with one free local US, Canadian, or North American toll-free number. Each additional number is just $5 per month so you can easily scale your business phone system.
Plans with our HubSpot integration start at $23 per user per month with free calling and texting to the US or Canada. Any additional fees you can expect to pay based on your team’s unique needs are available on our pricing page.
You can test out the integration’s functionality with a temporary number and see how easy it is to set up during our free, seven-day trial.
Once you’re ready to sign up for a paid plan, you can invite all your teammates and get everyone up and running in just a few steps.
Meghna Saraf
Find out how much you’re investing in your business phone solution upfront on our pricing page.
Can’t find the answer here? Check out our Help Center.
All customers on the OpenPhone Business plan will be able to use the integration.
In OpenPhone, you must be a workspace owner or admin user to be able to set up the integration.
You can use this integration with any HubSpot plan. However, you'll need to have super admin permissions in order to connect HubSpot to OpenPhone.
With the HubSpot integration, whenever a HubSpot contact calls or messages your OpenPhone number, you can see that contact’s name in OpenPhone without having to add them as a contact in the OpenPhone app.
The contact profile in OpenPhone displays the following fields from HubSpot:
- First Name
- Last Name
- Phone
- Email
- Job title*
- Company*
- Associated company*
- Contact/Lead Owner*
- Link to HubSpot record*
If it isn’t an empty field in HubSpot
1. Go to the OpenPhone web or desktop app.
2. Select “Integrations” under the Workspace settings.
3. Select HubSpot and click “+ Connect to HubSpot”.
4. HubSpot will ask you to confirm the HubSpot account you want to connect to OpenPhone.
5. After you confirm you wish to connect the apps, you’ll be redirected back to the integration settings in OpenPhone. Scroll down to “Phone Numbers”. Here, you can toggle which activity types you’d like to sync.
6. Scroll down to “Phone Numbers”. In this section, you can select the phone numbers you’d like to sync call and message data within HubSpot.
Yes, HubSpot has a phone dialer. You can use HubSpot Calling to dial your contacts from your HubSpot account. However, each HubSpot plan offers limited calling minutes.
The better option is to connect a business phone solution like OpenPhone to HubSpot. OpenPhone offers unlimited calling, so your sales reps and support teams can dial any contact at any time, without worrying about calling limits in your HubSpot account.
Join thousands of businesses already using OpenPhone to streamline their customer relationships.
.svg)
OpenPhone was issued a successful SOC 2 report and is actively monitored by Vanta.