HubSpot + TrioPBX
Turn calls into trackable CRM activities—without manual data entry.
Key capabilities
Everything reps need to keep the CRM clean and actionable.
Click-to-Call
Start calls from any HubSpot phone field.
Screen Pop
Open the matched Contact/Company/Deal as soon as the phone rings.
Auto Activity Logging
Direction, duration, agent, notes, disposition, and optional recording URL.
Workflow Friendly
Trigger HubSpot workflows on call outcomes to automate follow-ups.
Setup in 5 steps
- Open Integrations → HubSpot in TrioPBX, click Connect HubSpot.
- Authorize scopes and choose default log object priority (Contact → Company → Deal).
- Enable screen pop and click-to-call.
- Map users and pick which queues/campaigns to log.
- Save and test with a live call.
How to log calls to HubSpot (example mapping)
Simple mapping used by most teams.
- Match: Caller ID/E.164 → Contact → Company → Deal.
- Create activity: Type “Call”, include agent, queue, duration, disposition.
- Recording: Attach secure URL when available. <
- Workflow: if disposition = “Callback”, create task & assign owner.
Tip: add a HubSpot list “No-Record Contacts” and exclude from attachment in the mapping.
Make HubSpot the single source of truth for calls
Pair with Hosted Call Center and Voice AI Agents for end-to-end automation.
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