HubSpot Integration Setup Guide

To use the Cordless-HubSpot integration, you need to have an active Cordless account.
To start your 7-day free trial with Cordless, please contact us at hello@cordless.io, or book a free 30-minute demo with our team below.

This integration automatically logs and syncs call history data, call summaries, and call and voicemail transcripts with HubSpot.

Incoming calls in Cordless link to corresponding customer profiles in Hubspot, allowing agents to view the customer's name in Cordless and open up respective contact info in Hubspot, adding context to their phone conversations.

We map the following Cordless fields to HubSpot:

Step 1: Add the HubSpot Integration to Cordless
Go to the Integrations page in Cordless and click "Add new integration". Select HubSpot, and you will be redirected to the authorisation page. You will be prompted to log in if you are not logged into HubSpot.

Once you’re logged into HubSpot, select the HubSpot account you want to sync to Cordless and click ‘Choose Account’.

Note: you’ll only see multiple options in this step if you have several HubSpot accounts.

After the accounts are linked, you’ll be redirected to the Cordless Integrations page.

Step 2: Add Notify Blocks to your Cordless Call Journey
The integration allows you to flexibly set up whether you want to log all or only some Cordless calls in Hubspot. Let’s take a look at how to do this.

Head to your ‘Numbers’ page and select the call journey you want to set up the integration for.

For each branch that you want to receive call logs for in HubSpot*, click the ‘+’ to add a 'Notify' block, choose HubSpot, and select the desired integration.

*Ensure that you add the 'Notify' block to each branch that you want to receive call logs for in HubSpot. For example, if you want to receive logs for calls missed outside of business hours, include a block in the outside business hours branch.

Your Cordless call activity will be logged in Hubspot Calls

Call data from Cordless in Contacts

Each call logged in a Contact’s Activity feed will automatically contain:

• Call and voicemail transcripts
• Call summaries
• Conversational intelligence data. Each call links back to Cordless, where you can review more information about the call, including call sentiment and AskAI (automated QA questions).

To disconnect your HubSpot account from Cordless, navigate to the Integrations page in Cordless and click “Delete” on the “HubSpot” tile.

You will only be able to delete the integration once you delete all HubSpot Notify blocks from existing call journeys.