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HubSpot

Click-to-call, two-way SMS, and SARA deal lookups across the HubSpot CRM.

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What it does

Place calls and send SMS from any HubSpot record. Every call event creates an activity timeline entry with the recording link, and pipeline-stage changes can trigger automated SMS through Flare.

SARA pulls deal context — owner, amount, stage, last activity — into voice and chat conversations so callers get instant answers.

How it integrates

  • HubSpot calling SDK installed as a connected calling provider for click-to-call.
  • Nova CDR webhooks create HubSpot Engagements (Calls) with recording URL + duration.
  • Flare REST API + HubSpot Workflows: any workflow step can send an SMS using contact properties as variables.
  • Aura external skill calls the HubSpot CRM API v3 with OAuth refresh-token rotation.

Example use cases

Use case 1

Click any phone number in HubSpot to place a Nova call through your assigned extension.

Use case 2

Trigger automated SMS when a deal moves to "Proposal Sent" or "Closed Won".

Use case 3

Surface caller deal stage and owner on screen-pop before answering.

Use case 4

Ask SARA "what's the next step on the Globex deal?" mid-call.

Setup

  1. In HubSpot Settings → Calling, add SIPSTACK as a Calling Provider.
  2. Authorize the SIPSTACK Connect app under your HubSpot portal.
  3. In Switchboard → Integrations → HubSpot, paste the HubSpot portal ID and complete OAuth.
  4. Map Nova users to HubSpot users so activities attribute correctly.
  5. Optional: enable the HubSpot Aura skill template for SARA deal lookups.

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Ready to connect

Plug HubSpot into SIPSTACK today.

Talk to sales for a guided HubSpot onboarding, or jump into Switchboard and connect it yourself.

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