HubSpot Integration Overview

Looking to streamline your communication and CRM workflows? JustCall's integration with HubSpot makes it easy to sync data, log calls and messages, and gain deeper insights through AI-enhanced activity tracking.

What Data is Synced?

JustCall automatically syncs the following HubSpot entities:

• Contacts: Phone and mobile numbers
• Companies: Phone numbers

Numbers are synced exactly as they appear in HubSpot—whether or not they include country codes. Spaces, brackets, and hyphens are stripped, and leading zeros are retained.

Call & SMS Logging Overview

Calls and messages are logged against the following entities, based on your configuration:

*Dependent on specific logging settings.

Outbound Call Logging Logic

JustCall checks workflow settings and connected numbers before logging:

1. Calls from JustCall Dialer, Chrome Extension, or Desktop App

   • Searches for the number in Contacts first
   • Logs against Contact (and linked Company, Deals, Tickets based on settings)
   • If not found in Contacts, searches Companies and logs accordingly
   • If still not found:
     • If auto-create contact is ON → Creates new contact and logs call
     • If OFF → Call not logged

2. Calls from HubSpot Native Dialer

   • Logging depends on the HubSpot page the agent was on:
     • Contact page → Logs against Contact + related Deals/Tickets
     • Company page → Logs against Company + associated Contacts/Deals/Tickets
     • Deal page → Logs against that Deal + associated Contacts/Tickets
     • Ticket page → Logs against that Ticket + associated Contacts

Inbound Call Logging Logic

Inbound calls follow the same logic as outbound:

• Number is matched against Contact first → then Company
• Logging depends on settings for Deals, Tickets, and new contact creation
• HubSpot automatically links to primary company + 5 most recent open deals

Outbound SMS Logging

JustCall logs manual SMS (not workflow-triggered) based on these rules:

• Sender's integration status and settings are considered
• SMS can be logged as:
  • Timeline Event
  • Note
  • SMS Activity
• Timeline Events log only to Contacts/Companies
• Notes/SMS Activity can log to Contacts, Companies, Deals, and Tickets

If number isn't found:

• Auto-create setting determines whether a new Contact is created
• Messages from HubSpot workflows are not logged (only replies are)

Inbound SMS Logging

Inbound SMS logging follows a similar pattern:

• Matches number with Contact first → then Company
• Logged as Timeline Events, Notes, or SMS Activities
• Deal and Ticket associations depend on selected logging configuration

MMS Logging

Multimedia messages are logged using the media link captured in SMS logs and embedded into HubSpot automatically.

Automatic Contact & Deal Creation

If enabled:

• New contacts are named "New JustCall Contact" or by number
• You can also auto-create a deal when a new contact is added
• Deals are titled "New JustCall Deal (contact's number)" and assigned to the selected pipeline

Native Dialer Support

JustCall works seamlessly with HubSpot's Native Dialer. No extra installation steps are needed post-integration. Go to HubSpot Settings → Calling → Set JustCall as default provider to ensure consistent functionality.

Logging with JustCall AI

JustCall AI logs insights post-call using these configurable options:

AI logs appear in the HubSpot engagement ~20 minutes after the call ends.

Call Recording Logging

Call recordings are logged as private links and can be played directly from the HubSpot activity feed.

User Mapping

To log calls and messages correctly, JustCall maps its users to HubSpot users.

• Users with the same email addresses are automatically mapped
• You can manually search and map users from both platforms
• Easily review and manage unmapped users by selecting Show Unmapped Users

Advanced Automation and Tracking Features

Enable advanced automations such as:

• Auto-create contact on inbound call
• Log only call notes (not full engagement logs)
• Track time spent per call/message
• Generate reports on:
  • Missed calls & voicemails
  • Call outcomes
  • Call types
• Automatically close completed "Call" tasks
• Customize call outcomes & trigger sequences