Nextiva HubSpot Integration
Align marketing and sales with unified CRM and communication data.
Do this and more with Nextiva + HubSpot.
Call Logging as an activity
Automatically log call activities to your HubSpot records. Simply associate your call to the correct contacts or accounts, and the integration logs your call as an activity when you hang up.
Hop into your call with Screen Pop
An incoming call pops right onto your screen. One click brings up the customer’s record in your HubSpot instance. If the call is from a new number, associate it to an existing record.
Quickly find and call contacts
Your HubSpot instance becomes an address book that lets you search for contacts easily. One click opens the record, and another starts a call from your phone to their phone number.
Add the #1 rated business phone service.
Software integration
Download a desktop application to manage your integration.
Requirements
System requirements
- Software integration requires a Windows® computer.
- This integration does not offer live data, but caches HubSpot information periodically.
- This integration is recommended for HubSpot CRM instances with less than 30,000 contact records.
FAQs: HubSpot phone integration
What is the HubSpot phone integration?
The Nextiva HubSpot integration is a Computer Telephony Integration (CTI). It leverages your cloud phone system to provide additional functionality within HubSpot, utilizing phone features like call recording and call logging as activities.
How can I sign up for the HubSpot phone integration with Nextiva?
Just mention it to your account executive or client success manager. They’ll be happy to include the HubSpot phone integration in your commercial phone service account.
Does the HubSpot phone integration cost anything?
The HubSpot phone integration will come on request with certain packages at no additional charge depending on volume, but will be available à la carte to all Nextiva cloud PBX customers at an additional charge. It’s not available out of the box.
Can I click to call within HubSpot?
Yes, the HubSpot phone integration will ring your desk phone, softphone, or mobile app after you click a phone number in your HubSpot instance. Answering your phone will place the call to the phone number selected.
Does the Nextiva HubSpot integration work on all devices?
The HubSpot integration can be completed with a desktop application, but works with calls taken from your desk phone, softphone, or mobile app.
Does the Nextiva HubSpot integration work on all calls?
Whether you use Click-to-Call or your call history to place outbound calls, take an inbound call directly or from a call center/contact center, the HubSpot CTI will provide some functionality to your CRM system.
Overview
The HubSpot integration gives sales and service teams complete customer context in every conversation, eliminating manual CRM work while driving faster follow-ups, higher conversion rates, and more personalized engagement.
Increase revenue and customer engagement with connected CRM insights:
- Automatic Call Logging: Capture calls, notes, and outcomes directly in HubSpot.
- Caller Identification: Display HubSpot contact and deal information when calls connect.
- Contact Synchronization: Maintain current, consistent contact data with two-way syncing.
- Activity Visibility: Access a complete history of customer interactions in HubSpot.
Requirements
- HubSpot Professional or Enterprise license
- Active Nextiva Contact Center account
- HubSpot admin authentication
FAQs
Does the HubSpot integration automatically log calls and activities?
Yes. Inbound and outbound calls, notes, and outcomes are logged automatically in HubSpot, ensuring every interaction is captured without manual effort.
Can agents see HubSpot contact and deal information during calls?
Yes. When a call connects, HubSpot contact and deal details appear instantly in Nextiva, giving agents real-time context to personalize conversations and follow-ups.
Is contact data synced between HubSpot and Nextiva?
Yes. The integration supports two-way contact syncing to keep records consistent across both platforms.
Overview
The HubSpot integration syncs contact and ticket data from XBert into HubSpot, ensuring customer interactions handled in XBert are immediately reflected across sales, support, and marketing teams. This creates a unified view of the customer lifecycle, enabling faster follow-ups, better coordination, and more consistent engagement without manual updates or system switching.
Enhance sales and service alignment with unified CRM and communication workflows:
- Caller Context: Access up-to-date HubSpot contact and ticket information tied to XBert interactions.
- Ticket Management: Automatically create and update HubSpot tickets from XBert activity to track customer issues and next steps.
- Activity Visibility: Ensure all teams have access to the latest interaction data for improved collaboration and follow-up.
- Contact Synchronization: Keep customer records current by syncing contact data between XBert and HubSpot.
Requirements
- Active XBert platform account
- Active HubSpot account with appropriate permissions
FAQs
Does the HubSpot integration support two-way data syncing?
The integration syncs contact and ticket data from XBert into HubSpot using predefined mappings, ensuring HubSpot reflects the latest customer interactions and records.
What HubSpot information can users access inside XBert?
Users can reference HubSpot contact and ticket data associated with XBert records, including contact lookups and ticket details tied to synced interactions.
Does this integration reduce manual CRM work?
Yes. Contacts and tickets are automatically created or updated in HubSpot based on XBert activity, eliminating manual data entry and improving data consistency.
