Hubspot

Call Integration with Hubspot

Salescaling allows you to automatically import your calls made in Hubspot, facilitating the management and analysis of your commercial interactions. To take advantage of this integration, follow the steps and consider the requirements described below.

How to connect your Hubspot account?

Access your Salescaling account.
Go to the Integrations section in Settings.
Locate the Hubspot Calls integration and click Connect. A window will open where you must log in with your Hubspot account and authorize access.
Once the connection is complete, you will be redirected back to Salescaling.

Call import is instant. As soon as Hubspot finishes processing a new recorded call, it sends it directly to Salescaling, and it will appear on your platform ready for analysis.

Required Permissions in Hubspot

To authorize the connection of third-party applications like Salescaling via OAuth, the user performing the process must have Super Admin permissions or specific permissions to install and manage Marketplace applications in the Hubspot account.

During the process, Salescaling will request access to the following permissions (scopes) to read the necessary information:

crm.objects.contacts.read: Permission to read contacts.
crm.objects.owners.read: Permission to read object owners (users).
oauth: Standard permission for authentication.

Which calls are imported from Hubspot?

After connecting your account, Salescaling will automatically import Hubspot calls that meet all the following requirements:

Call date: Only calls made within the two weeks prior to the import time will be imported.
Matching user: The call must have been made by a Hubspot user whose email matches that of a paid user in Salescaling.
Recording available: The call must have the recording stored in Hubspot. If the call does not have a recording, it will not be imported. How to enable call recording in Hubspot?

Important notes

If you connect your account again in the future, calls that meet the above requirements within the new two-week range will be re-imported, but only those that have not been imported previously.
Ensure that your team members in Hubspot use the same email address as in Salescaling for their calls to be recognized and imported correctly.
Imported calls will be available on the platform for analysis and management.
Hubspot Calls integration is different from Hubspot CRM integration; you can have both active at the same time or just one, although it is recommended to have the CRM integration active so that calls can be related to contacts and opportunities.

If you have questions or need help, contact Salescaling support.