Example Workflow Triggers and Actions

Integrate
heading shape

New Lead Call Attempt

Triggered when a new lead call attempt is made in Callingly. This can initiate actions in HubSpot, such as creating a new contact record or updating lead status.
heading shape

Lead Call Connected Confirmation

Activated when a lead call is successfully connected in Callingly. HubSpot can update contact records or trigger follow-up actions, such as scheduling meetings or sending follow-up emails.
heading shape

Lead Call Voicemail Received

Notifies HubSpot when a voicemail is received for a lead call in Callingly. This trigger can prompt actions to send follow-up emails or schedule follow-up calls with the lead.
heading shape

Lead Call Missed Alert

Captures alerts for missed lead calls in Callingly. HubSpot can use this data to prioritize follow-up actions or adjust lead engagement strategies.
heading shape

New Lead Created in Callingly

Triggered when a new lead is created in Callingly. HubSpot can automatically create a corresponding contact record or initiate lead nurturing workflows.
heading shape

Lead Call Recording Available

Integrates lead call recordings from Callingly into HubSpot. This allows sales representatives to review call recordings for training or follow-up purposes.
heading shape

Lead Call Duration Monitoring

Monitors the duration of lead calls in Callingly. HubSpot can use this data to analyze call effectiveness and optimize sales processes for maximum impact.
heading shape

Lead Call Outcome Tracking

Tracks outcomes of lead calls in Callingly, such as appointment scheduled or follow-up required. HubSpot can update contact records or trigger follow-up actions based on call outcomes.
heading shape

Lead Call Quality Evaluation Integration

Integrates lead call quality evaluation data from Callingly into HubSpot. This allows businesses to assess call quality and provide feedback for improvement.
Hubspot Platinum Partner Badge

Integrations built by experts

CMS Developers I Badge
CMS Developers I
Hubspot Certified
CMS Developers II Badge
CMS Developers II
Hubspot Certified
HubSpot CMS Implementation Badge Logo 1
CMS Implementation
Hubspot Certified
Academy SEO
Academy SEO
Hubspot Certified
Inbound
Inbound
hubspot certified
Marketing hub
Marketing Hub
hubspot certified
Client Management
Client Management
hubspot certified
Inbound Marketing Badge
Inbound Marketing
hubspot certified
Shopify_Partner 1 (1)
Certified Partner
Shopify Certified
OWASP
OWASP Contributor
Owasp Certified
CEH 1
Ethical Hacker
eu council certified
large-mcafee-institute-logo 1 (1)
Systems Security
Mcafee Certified
100+ integrations

Other integrations built by us

Explore a range of custom integrations we've developed to streamline workflows and enhance productivity.

Frame 427321986

Categories

Search apps
CRM Integration Logo

Google Sheets

Connect

Enhance data management with HubSpot Google Sheet Integration. Seamlessly sync data between HubSpot and Google Sheets for improved organization and analytics.

CRM Integration Logo

Slack

Connect

Experience the power of HubSpot Slack Integration. Connect HubSpot with Slack to foster seamless communication and enhance collaboration. Explore the benefits of this integration for improved team efficiency.

CRM Integration Logo

QuickBooks

Connect

Simplify financial management by integrating HubSpot with QuickBooks. Enhance accuracy and streamline processes for improved business financials.

CRM Integration Logo

Salesforce

Connect

Discover the benefits of HubSpot Salesforce Integration. Streamline CRM processes by seamlessly connecting HubSpot with Salesforce. Enhance your marketing and sales strategies with this seamless integration.

CRM Integration Logo

Wordpress

Connect

Explore the advantages of HubSpot WordPress Integration. Seamlessly integrate HubSpot with WordPress for improved marketing workflows and increased efficiency. Elevate your digital strategy with this seamless integration.

CRM Integration Logo

Mailchimp

Connect

Take your email marketing to the next level! This guide explains how to integrate Mailchimp with HubSpot for powerful automation, better insights, and a more unified customer experience.

CRM Integration Logo

Stripe

Connect

Optimize payment processing with HubSpot Stripe Integration. Seamlessly connect your HubSpot account with Stripe for efficient and secure transactions.

CRM Integration Logo

Asana

Connect

Optimize project collaboration by integrating HubSpot with Asana. Streamline communication and workflow for improved efficiency and project success.

CRM Integration Logo

Shopify

Connect

Optimize your e-commerce marketing with HubSpot Shopify Integration. Streamline workflows and enhance customer engagement for a successful online store.

CRM Integration Logo

Zoom

Connect

Enhance virtual collaboration with HubSpot Zoom Integration. Seamlessly integrate Zoom with HubSpot for improved communication and collaboration in virtual meetings.

Customer Reviews

Book a 15 min Demo Call
  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Callingly logo

Callingly + HubSpot

 

Integrate
bullet icon

Streamline Lead Management

Effortlessly sync lead data from Callingly to HubSpot, enabling seamless lead capture and centralized lead management.

bullet icon

Accelerate Lead Response Times

Utilize Callingly's instant lead notification capabilities within HubSpot to ensure rapid follow-up and increase conversion rates.

bullet icon

Automate Lead Routing Processes

Leverage Callingly data to automate lead routing processes in HubSpot, ensuring leads are promptly routed to the right sales representatives for timely follow-up.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

Can HubSpot users track lead call outcomes and trigger follow-up actions based on call outcomes?

Yes, HubSpot can track outcomes of lead calls in Callingly, such as appointments scheduled or follow-up required. Based on these outcomes, HubSpot can automatically update contact records or trigger follow-up actions, ensuring no lead falls through the cracks.

How does Callingly integration help in improving lead call conversion rates?

Callingly integration allows businesses to analyze lead call conversion rates within HubSpot, enabling them to identify successful strategies and optimize lead engagement processes for improved conversion rates.

Can HubSpot users automate lead nurturing workflows based on lead call data from Callingly?

Absolutely, HubSpot can automate lead nurturing workflows based on lead call data captured from Callingly. By leveraging this data, businesses can tailor their nurturing efforts to each lead's unique journey and preferences.

Does the integration support real-time monitoring of lead call activities?

Yes, HubSpot can monitor lead call activities in real-time through Callingly integration. This allows businesses to stay informed about lead interactions and respond promptly to any opportunities or challenges.

How can Callingly integration help in optimizing sales processes within HubSpot?

Callingly integration provides valuable insights into lead call effectiveness, allowing businesses to optimize their sales processes within HubSpot. By analyzing call data and trends, businesses can refine their strategies for better results.

Is it possible to integrate lead call data from Callingly with HubSpot's reporting and analytics tools?

Yes, HubSpot can integrate lead call data from Callingly with its reporting and analytics tools. This integration enables businesses to gain comprehensive insights into their lead generation and conversion efforts, facilitating data-driven decision-making.

Can HubSpot users customize lead call workflows based on specific criteria or triggers from Callingly?

Absolutely, HubSpot allows users to customize lead call workflows based on specific criteria or triggers from Callingly. This flexibility enables businesses to tailor their workflows to their unique sales processes and objectives.

How does Callingly integration contribute to better lead engagement and customer satisfaction?

Callingly integration enables businesses to respond promptly to lead inquiries and requests, leading to better lead engagement and ultimately higher customer satisfaction. By providing timely and personalized responses, businesses can build stronger relationships with their leads and customers.

Can HubSpot users track the effectiveness of different lead call strategies implemented through Callingly integration?

Yes, HubSpot users can track the effectiveness of different lead call strategies implemented through Callingly integration. By analyzing data such as call duration, outcomes, and conversion rates, businesses can evaluate the performance of their strategies and make informed adjustments as needed.

Is it possible to capture and utilize feedback from lead calls for continuous improvement with Callingly integration?

Yes, HubSpot can capture feedback from lead calls through Callingly integration, allowing businesses to gather valuable insights for continuous improvement. By analyzing feedback and identifying areas for enhancement, businesses can refine their processes and optimize their sales performance over time.
Yes, HubSpot can track outcomes of lead calls in Callingly, such as appointments scheduled or follow-up required. Based on these outcomes, HubSpot can automatically update contact records or trigger follow-up actions, ensuring no lead falls through the cracks.
Callingly integration allows businesses to analyze lead call conversion rates within HubSpot, enabling them to identify successful strategies and optimize lead engagement processes for improved conversion rates.
Absolutely, HubSpot can automate lead nurturing workflows based on lead call data captured from Callingly. By leveraging this data, businesses can tailor their nurturing efforts to each lead's unique journey and preferences.
Yes, HubSpot can monitor lead call activities in real-time through Callingly integration. This allows businesses to stay informed about lead interactions and respond promptly to any opportunities or challenges.
Callingly integration provides valuable insights into lead call effectiveness, allowing businesses to optimize their sales processes within HubSpot. By analyzing call data and trends, businesses can refine their strategies for better results.
Yes, HubSpot can integrate lead call data from Callingly with its reporting and analytics tools. This integration enables businesses to gain comprehensive insights into their lead generation and conversion efforts, facilitating data-driven decision-making.
Absolutely, HubSpot allows users to customize lead call workflows based on specific criteria or triggers from Callingly. This flexibility enables businesses to tailor their workflows to their unique sales processes and objectives.
Callingly integration enables businesses to respond promptly to lead inquiries and requests, leading to better lead engagement and ultimately higher customer satisfaction. By providing timely and personalized responses, businesses can build stronger relationships with their leads and customers.
Yes, HubSpot users can track the effectiveness of different lead call strategies implemented through Callingly integration. By analyzing data such as call duration, outcomes, and conversion rates, businesses can evaluate the performance of their strategies and make informed adjustments as needed.
Yes, HubSpot can capture feedback from lead calls through Callingly integration, allowing businesses to gather valuable insights for continuous improvement. By analyzing feedback and identifying areas for enhancement, businesses can refine their processes and optimize their sales performance over time.

Book a consultation call