Today we’re announcing the release of CallRail’s integration with HubSpot. We’ve built an integration that sends call data from CallRail into HubSpot, and brings HubSpot lead data into CallRail Copilot. Below is an overview of Hubspot’s platform, the problem the integration solves, and how to setup the integration.
What is HubSpot?
HubSpot is a popular marketing automation platform used by more than 15,000 companies around the world. In their own words, “HubSpot is an inbound marketing software platform that helps companies attract visitors, convert leads, and close customers.” Do a quick overview of HubSpot’s digital marketing toolset and it’s easy to see why HubSpot has had so much success with digital marketers.
Why do people use HubSpot?
Marketers use HubSpot to save time on marketing workflows that traditionally take a lot of time, and often a lot of people. HubSpot consolidates several publishing, communication, optimization, lead nurturing, & marketing analytics functions into a single platform. By bringing these functions under one roof, HubSpot keeps track of what leads are doing, where they’re doing it, and what is attracting them in the first place. For digital marketers used to cobbling together separate tools for email marketing, content marketing, landing page design, and social media marketing HubSpot’s platform is particularly attractive.
To put it simply: People use HubSpot to streamline & optimize inbound marketing efforts.
What problem does the CallRail HubSpot integration solve?
In light of HubSpot’s primary value proposition, to streamline and optimize inbound marketing efforts, it made sense to bring inbound call and text message activity from CallRail into the platform. After all, if HubSpot-managed marketing activities are producing valuable phone calls, marketers need to know that. We think that data should be surfaced within HubSpot to get a full picture of what is paying off. Once in there, the data empowers HubSpot marketers to create certain segments and actions based on CallRail activity.
For customers using both CallRail and HubSpot, the process of matching phone calls & text messages to HubSpot lead data before this integration was a manual one. Upon activation, the integration will automatically send phone call & text message data tracked by CallRail to HubSpot.
Here’s a quick summary of what the integration enables you to do:
- View contact info, like lifecycle stage, first and last touch, and recent interactions
- Segment and score leads based on calls and texts
- Create a workflow to trigger a personalized email after a call or text
How to setup the CallRail HubSpot integration.
Setting up CallRail to connect to your HubSpot account is quick and painless. Once you’re logged in to your CallRail account, go to the integrations page & click on HubSpot. On the next page simply enter the HubSpot ID for the account you want to connect to & press “activate”. You’ll need to authorize on HubSpot’s end on the next page but once you’ve done with that you’re all set. For more detailed setup info, see this page or contact our support team.
We’d love to hear any feedback on our HubSpot integration. Tell us what you think in the comments below.