# HubSpot

> See HubSpot contacts, deals and tickets in the Webphone during calls, and log calls and notes to HubSpot.

- URL: https://kb.voipcloud.online/integrations/hubspot/
- Section: Integrations
- Type: guide
- Applies to: All countries
- Portal page: /integrations/crms
- Last reviewed: 2026-11-09

The HubSpot integration brings HubSpot into the Webphone. When a call comes in or goes out, the user sees who the contact is and what's open for them, and can log the call to HubSpot without leaving the Webphone.

## What users can do

Once HubSpot is activated and a user connects to it in the Webphone, they can:

- view a contact's name, email, company, contact owner, lead status and last activity date during a call, in phonebooks and in call history;
- see the contact's active deals, with links to HubSpot and a hint about their amount;
- see the contact's active tickets, with links to HubSpot and a hint about their status;
- create a HubSpot contact during a call, from a phonebook or from call history;
- log calls to HubSpot and add notes, during the call or later from call history.

## Before you start

- The **Integrations** licence must be on: **Services** › **PBX licences** › **Advanced features**. See [Integrations overview](https://kb.voipcloud.online/integrations/integrations-overview/#the-integrations-licence).
- Each user needs a Webphone account and their own HubSpot login.

## 1. Activate HubSpot in the portal

1. Go to **Integrations** › **CRMs**.
2. Under **HubSpot**, click **Activate**.

![HubSpot on the CRMs page, with the list of features and the Activate button](https://kb.voipcloud.online/images/integrations/hubspot-activate.webp)

Every user with a Webphone account can now connect to HubSpot.

## 2. Each user connects in the Webphone

**Note:** Menus can change between versions. If a label is different, check the vendor's own help.

1. Sign in to HubSpot in the same browser first.
2. Sign in to the Webphone and go to **Settings** › **Integrations**.
3. Next to **HubSpot**, click **Activate**.
4. Allow access in HubSpot when asked. The Webphone confirms with **Activation was successful!**

Optional: on the same page, turn on **Automatically log all new calls**. To stop using HubSpot, click **Disconnect**.

## 3. Log a call

1. During a call with an external number, click **CRM integrations** in the Webphone. You can also open the CRM details from call history.
2. For an existing contact, add your **Notes** and click **Log the call**. Once the call is completed, the call and notes are sent to the contact in HubSpot.
3. For a new caller, click **Create CRM contact**, fill in the details and click **Save**. Then add notes and log the call.

## Check it works

Call a number that belongs to a HubSpot contact from a connected Webphone. The contact's details should appear during the call. Log the call, then check the contact's activity in HubSpot.

## Turn HubSpot off for one user

Open the user's **User** object in the PBX and turn off HubSpot under **Webphone** › **Integrations**. See [Integrations overview](https://kb.voipcloud.online/integrations/integrations-overview/#turn-an-integration-off-for-one-user).

## Related

- [Integrations overview](https://kb.voipcloud.online/integrations/integrations-overview/)
- [Webphone overview](https://kb.voipcloud.online/phones-and-apps/webphone/webphone-overview/)