Now Integrates with HubSpot Inbound Marketing & Sales Software


HubSpot is one of the largest and most well respected providers of inbound marketing and sales software, so it's no surprise that our clients have requested to integrate with their system. We're pleased to announce that thanks to HubSpot's open API, our receptionists can now make data management and client follow-up even easier for you with streamlined workflows between your callers and your HubSpot account.

How the HubSpot + Integration Works

With the and HubSpot integration, our receptionists can now:

  • Look up contacts by email
  • Add and update existing contact records
  • Add calls as "events" within a contact record
  • Add call summaries to these events within records

A new contact record created by a receptionist after a call will look something like this:

How to Connect Your HubSpot Account with

If you're already a HubSpot user, getting started is simple: 

  1. Request your unique "app approval URL" by emailing
  2. Once you receive the URL (typically in less than 24 hours), log in to your Hubspot account, and then open the URL. Approve the Smith app when prompted.
  3. Reply to the original email you sent to to confirm you have accepted the app, and send us any HubSpot-specific call handling requests.
  4. That's it! You'll now see HubSpot contacts added and updated by your receptionists after each call.

Note: Once your HubSpot account is connected to, to view call activity, please be sure to select the box for "" under "Integrations" in your Activity Filter. To access this menu, just click on "Filter activity."

Also, note: CRM integration is an optional add-on service and will incur an extra fee. View current pricing for this and all other add-on services.

Contact For Assistance

Not sure how you can best leverage the HubSpot integration with your receptionists? We're happy to discuss implementation options and best practices. Please reach Support Monday through Friday, 5am – 6pm PT / 8am – 9pm ET via phone at (650) 727-6484 and via email at

Virtual Receptionists
Outreach Campaigns
Written by Maddy Martin

Maddy Martin is's SVP of Growth. Over the last 15 years, Maddy has built her expertise and reputation in small-business communications, lead conversion, email marketing, partnerships, and SEO.

Take the faster path to growth.
Get today.

Affordable plans for every budget.

Sign up for our newsletter

By signing up, you agree to receive news & updates from
Thank you!
Your submission has been received.
Yikes! Something went wrong while submitting the form.

Take the faster path to growth.
Get today.

Affordable plans for every budget.