Invoco's Integration with Hubspot

Hubspot is a great easy to use CRM system for small businesses, individuals and sales teams.

So what does Invoco’s Call Tracking and Hosted PBX integrations into Hubspot do? Well, some pretty cool stuff actually…

Creating new contacts and updating existing contact records

So when you receive a call to one of your numbers we’ll do a real-time lookup to your Hubspot database and:

  • If we find a contact that matches the caller’s number we’ll add a call note against that contact record and provide a link to the call recording in the Invoco portal, or;
  • If we don’t find a contact that matches the caller’s number, we’ll create a new contact in Hubspot and add a call note for that call with a link to the call recording in the Invoco portal.

So now, as well as all of the online and email tracking that Hubspot does so well, you now also have a comprehensive call history for that contact.

Desktop call notifications with real-time lookups into your Hubspot system

See who’s calling you in real-time with desktop notifications linked to your Hubspot system. Clicking on the notification will take you straight into the contact record as well!

And if you’re using the Invoco Hosted PBX system, we’ll even send the caller information straight to your Invoco VoIP phone.

How to set up the integration between Invoco and Hubspot…