Integrations
HubSpot CRM
Sync contacts bidirectionally and automatically log call activities to HubSpot.
Overview
The HubSpot integration keeps your CRM and Nutalk in sync. Import contacts from HubSpot for campaigns, and automatically log all call activities back to contact records.
Contact Sync
Import contacts from HubSpot and sync updates both ways
Call Logging
Automatically create call engagements on contact records
Transcript Sync
Attach call transcripts as notes on contact records
Custom Properties
Map custom fields between HubSpot and Nutalk
Prerequisites
- A HubSpot account (free CRM or paid)
- Admin or Super Admin permissions in HubSpot
- Contacts exist in HubSpot to sync
Setup
Connect HubSpot
- a
Go to Settings → Integrations in Nutalk.
- b
Click Connect next to HubSpot.
- c
Log in to HubSpot and authorize the connection.
- d
Select the HubSpot portal you want to connect.
OAuth Connection
Nutalk uses OAuth to connect to HubSpot. You'll be redirected to HubSpot to authorize the connection securely.
Configure Field Mapping
Map HubSpot contact properties to Nutalk contact fields:
| HubSpot Property | Nutalk Field | Sync Direction |
|---|---|---|
| Phone | phone | Both |
| First Name + Last Name | name | Both |
| Both | ||
| Company | company | HubSpot → Nutalk |
Custom properties can be mapped to the metadata field.
Configure Sync Settings
Contact Import
Choose which HubSpot contacts to import:
- All contacts with phone numbers
- Contacts from specific lists
- Contacts matching filter criteria
Call Logging
Configure what gets logged to HubSpot:
- Log all completed calls
- Include call duration
- Attach transcripts
- Include call outcome
Importing Contacts
Import from HubSpot List
- 1
Go to Contacts → Import.
- 2
Select HubSpot as the source.
- 3
Choose a HubSpot list or filter to import from.
- 4
Review the import preview and confirm.
Add to Campaign Directly
When creating a campaign, you can select HubSpot as the contact source:
- 1
Create a new campaign.
- 2
In the audience step, choose Import from HubSpot.
- 3
Select a HubSpot list.
Call Activity Logging
Nutalk automatically logs call activities to HubSpot contact records:
What Gets Logged
Call Details
- • Call date and time
- • Duration
- • Direction (inbound/outbound)
- • Outcome (answered, voicemail, etc.)
Additional Data
- • Full transcript
- • Recording URL (if enabled)
- • Agent name
- • Campaign name
Call activities appear on the contact timeline and can be used in HubSpot workflows and reports.
Real-time Sync
Bidirectional Sync
Changes sync both ways automatically:
- Contact updated in HubSpot → Updates in Nutalk
- Call completed in Nutalk → Logged in HubSpot
- New contact in HubSpot list → Appears in Nutalk
Sync Frequency
Contact syncs occur in real-time via webhooks. Call activities are logged immediately after calls complete.
Best Practices
Use HubSpot Lists
Create dynamic lists in HubSpot to automatically segment contacts for different campaigns. This keeps your targeting in sync.
Map Custom Properties
If you have custom HubSpot properties, map them to Nutalk metadata so your agents can reference that information during calls.
Create HubSpot Workflows
Use HubSpot workflows to automate actions based on call outcomes— like moving a deal stage when a goal is reached.
Troubleshooting
| Issue | Solution |
|---|---|
| Contacts not syncing | Ensure the HubSpot list contains contacts with valid phone numbers. |
| Calls not appearing in HubSpot | Check that call logging is enabled in integration settings. |
| Connection error | Reconnect the integration. Ensure you have admin permissions in HubSpot. |