WysywigTabs

Call, text, and create tickets without leaving your CRM. Automatically log SMS, trigger workflows to send SMS, and view full interaction history—giving your team a faster, more connected way to work. One of the few solutions with full inbound/outbound calling support, Dialpad brings powerful AI and SMS capabilities directly into your HubSpot workflows.

Dialpad allows users on HubSpot Sales Free, Starter, Professional, and Enterprise to use this integration.

Key Features

Calling in HubSpot

• Inbound and outbound calling available directly within HubSpot

SMS Logging

• Log SMS to HubSpot as activities against contacts

Send SMS using HubSpot workflows

• Include SMS actions in your HubSpot workflows with Dialpad.

Activity Logging

• Automatic call (inbound and outbound) and voicemail logging

• Automatic call summary links, including transcripts and moments

• View recent activity, contact profiles, quick links, and create tasks and notes to HubSpot CRM records inside the Dialpad app integration sidebar

Automatic ticket creation

• Create support tickets based on various events like incoming and missed calls.

Contact Management

• Automatically display contact profiles within Dialpad

• Ability to manually create new contact in HubSpot from Dialpad

• Automatically create a contact for missed calls to never miss a lead

Available in the Dialpad Integrations Sidebar

• Ability to tie calls to existing deals within Dialpad

• Quick access to dispositions, deal tagging, and call notes/tasks
  

Coming soon

• Automatic contact syncing between HubSpot and Dialpad.

• Configure HubSpot pipelines with Dialpad offices and contact center to match your workflow

How Dialpad Integrates with this App:

Dialpad’s HubSpot integration is available to HubSpot Sales Hub customers on any Dialpad Support or Dialpad Sell plan, as well as Dialpad Connect users on a Pro or Enterprise plan.