Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

Request a Quote
heading shape

New Call in CallTrackingMetrics

Triggered when a new call is received, allowing HubSpot workflows to initiate follow-up actions based on call details.
heading shape

New Text Message in CallTrackingMetrics

Activates when a new text message is received, enabling HubSpot to track SMS interactions for improved lead engagement.
heading shape

Call Completed

Fires when a call is completed, logging call data in HubSpot to enhance lead profiles with communication history.
heading shape

Missed Call Alert

Triggered when a call is missed, creating a task in HubSpot to ensure a timely follow-up with the lead.
heading shape

Add Call Lead to HubSpot List

Adds a contact from CallTrackingMetrics to a specific list in HubSpot, ideal for segmented follow-up campaigns.

heading shape

Create HubSpot Deal from Call

Automatically creates a new deal in HubSpot based on call outcomes, tracking potential sales opportunities.
heading shape

Find or Create Contact in HubSpot

Searches for an existing HubSpot contact based on call data or creates a new one, ensuring seamless data capture.
heading shape

Log SMS Activity in HubSpot

Records SMS interactions in HubSpot, providing a complete view of customer engagement across channels.
heading shape

Create Task for Missed Call Follow-Up

Generates a follow-up task in HubSpot after a missed call, ensuring no leads slip through the cracks.

Integrations built by experts

 

pre-heading icon one

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon two

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon three

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

Hubspot Platinum Solutions Badge

11 Years of HubSpot Expertise

Our team is committed to continuous learning, ensuring we deliver cutting-edge solutions and build client infrastructure that scale.

Certified Ethical Hacker badge
OWASP Certification badge
McAfee Insitute Certification Badge
Client Management badge
CMS Developers II badge
CMS Developers I badge
CMS Implementation badge
Inbound Certification badge
Academy SEO badge
Inbound Marketing badge
Salesforce Integration Certification Badge
Marketing Software Certification Badge
Sales Hub Software Certification Badge
Shopify Certified Partner badge
Top 1% Developers badge
Sales Software Certification Badge
Marketing Hub Software Certification Badge
Platform Consulting Badge
Objective Based Onbording Badge
HubSpot Reporting Certified Badge
Data Integrations Certification Badge
Implementation for Partners Certification Badge

Trusted by 100s of companies from startups to the Fortune 500

Five Star Rating

4.8 out of 5

Based on 91 reviews

Book call

120+

HubSpot Websites Built

Top 1%

on Upwork

500+

Custom Integrations Built

Twilio Shopify Webflow 100+ integrations

Other integrations built by us

Explore a range of custom integrations we've developed to streamline workflows and enhance productivity.

Frame 427321986

Categories

Search apps
CRM Integration Logo

Kixie PowerCall and SMS

Connect

Learn how integrating Kixie PowerCall and SMS with HubSpot can empower your sales team with advanced calling and messaging capabilities, driving engagement and conversions.

CRM Integration Logo

Livestorm

Connect

Discover how integrating Livestorm with HubSpot can enhance your webinar marketing efforts, enabling you to capture leads, nurture relationships, and drive attendance.

CRM Integration Logo

Salesmsg SMS

Connect

Learn how integrating Salesmsg SMS with HubSpot can streamline your SMS marketing campaigns, enabling you to engage leads and customers effectively through personalized messaging.

CRM Integration Logo

RingCentral

Connect

Explore the benefits of integrating RingCentral with HubSpot to transform communication workflows, improve collaboration, and drive productivity across your organization.

CRM Integration Logo

Kickbox Email Validation

Connect

Improve email deliverability and maintain a clean contact list by integrating Kickbox Email Validation with HubSpot, ensuring that your emails reach the intended recipients and reducing bounce rates.

CRM Integration Logo

OrgChartHub

Connect

Visualize your organizational structure and streamline team collaboration by integrating OrgChartHub with HubSpot, enabling you to create and manage org charts seamlessly within your CRM platform.

CRM Integration Logo

Intercom

Connect

Discover how integrating Intercom with HubSpot can enhance customer engagement and support interactions, enabling you to deliver personalized experiences and build lasting relationships.

CRM Integration Logo

Qwilr

Connect

Learn how integrating Qwilr with HubSpot can elevate your proposal management process, enabling you to create stunning proposals, track engagement, and close deals faster.

CRM Integration Logo

Survicate

Connect

Learn how integrating Survicate with HubSpot can help you capture valuable insights through surveys and feedback forms, empowering you to make data-driven decisions and improve customer experiences.

CRM Integration Logo

Teamwork.com

Connect

Explore how integrating Teamwork.com with HubSpot can streamline project management processes, improve collaboration, and enhance productivity across your team.

Customer Reviews

Book a 15 min Demo Call
  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

CallTrackingMetrics logo

CallTrackingMetrics + HubSpot

bullet icon

Comprehensive Call Tracking

Integrate CallTrackingMetrics with HubSpot to gain comprehensive insights into inbound calls, track marketing attribution, and optimize advertising spend.

bullet icon

Enhanced Lead Scoring

Utilize call data from CallTrackingMetrics to enrich lead scoring in HubSpot, allowing for more accurate lead qualification and personalized engagement strategies.

bullet icon

Streamlined Sales Workflows

Automate sales workflows by integrating call data with HubSpot CRM, enabling seamless call logging, follow-ups, and lead nurturing processes.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

Does the integration support multiple phone numbers and call sources?

Yes, you can track calls from different numbers and sources, providing detailed insights into customer reach and engagement.

Can I use HubSpot to track call engagement across different campaigns?

Yes, HubSpot can organize and analyze call data based on campaigns, helping you measure engagement and ROI.

How does HubSpot help track SMS communications from CallTrackingMetrics?

All SMS interactions from CallTrackingMetrics are logged in HubSpot, giving you a complete view of customer communications.

Can I segment HubSpot contacts based on call interactions?

Yes, contacts can be segmented based on call frequency, call duration, and other interaction metrics.

Is it possible to create deals in HubSpot based on call outcomes?

Yes, you can automatically create deals in HubSpot from calls that indicate potential sales, streamlining your pipeline.

How does CallTrackingMetrics data enhance lead scoring in HubSpot?

Call and SMS activity can be factored into HubSpot’s lead scoring, helping you identify highly engaged leads.

Can I automate email workflows based on CallTrackingMetrics interactions?

Absolutely. You can set up automated workflows in HubSpot triggered by specific call events, such as completed calls or missed calls.

How does the integration handle missed calls?

When a call is missed, HubSpot can automatically create a task to follow up with the contact, ensuring prompt responses.

Can I sync call and SMS data from CallTrackingMetrics to HubSpot?

Yes, both call and SMS data can be synced to HubSpot, allowing you to manage interactions and follow-ups in one place.

How does the HubSpot CallTrackingMetrics integration help improve call tracking?

Call data from CallTrackingMetrics is automatically logged in HubSpot, enriching lead profiles and providing actionable insights for better tracking.
Yes, you can track calls from different numbers and sources, providing detailed insights into customer reach and engagement.
Yes, HubSpot can organize and analyze call data based on campaigns, helping you measure engagement and ROI.
All SMS interactions from CallTrackingMetrics are logged in HubSpot, giving you a complete view of customer communications.
Yes, contacts can be segmented based on call frequency, call duration, and other interaction metrics.
Yes, you can automatically create deals in HubSpot from calls that indicate potential sales, streamlining your pipeline.
Call and SMS activity can be factored into HubSpot’s lead scoring, helping you identify highly engaged leads.
Absolutely. You can set up automated workflows in HubSpot triggered by specific call events, such as completed calls or missed calls.
When a call is missed, HubSpot can automatically create a task to follow up with the contact, ensuring prompt responses.
Yes, both call and SMS data can be synced to HubSpot, allowing you to manage interactions and follow-ups in one place.
Call data from CallTrackingMetrics is automatically logged in HubSpot, enriching lead profiles and providing actionable insights for better tracking.

Book a consultation call