Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Call in CallTrackingMetrics

Triggered when a new call is received, allowing HubSpot workflows to initiate follow-up actions based on call details.
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New Text Message in CallTrackingMetrics

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

Fires when a call is completed, logging call data in HubSpot to enhance lead profiles with communication history.
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Missed Call Alert

Triggered when a call is missed, creating a task in HubSpot to ensure a timely follow-up with the lead.
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Add Call Lead to HubSpot List

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

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Create HubSpot Deal from Call

Automatically creates a new deal in HubSpot based on call outcomes, tracking potential sales opportunities.
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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.
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Log SMS Activity in HubSpot

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

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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.”

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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

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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

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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.

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CallTrackingMetrics + HubSpot

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Comprehensive Call Tracking

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

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Enhanced Lead Scoring

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

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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.

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