Integrations

HubSpot

Log every conversation on the matching HubSpot contact.

The HubSpot integration adds a summary of each conversation to the caller’s contact in HubSpot. Your team sees what callers asked for without leaving your CRM.

Connecting HubSpot

Go to Integrations, select Add integration, choose HubSpot, and select Connect with HubSpot. Sign in and approve access. Reception.ai only requests permission to read and write contacts.

What gets synced

When a conversation ends, Reception.ai finds the HubSpot contact with the caller’s phone number:

  • If a contact matches, a note is added to its timeline with the conversation summary and a link to the conversation in Reception.ai.
  • If no contact matches, a new contact is created. Only empty contact properties are filled in; existing values are never overwritten.

Under What we sync, choose which conversations to sync:

OptionDefaultDescription
Phone callsOnCalls to your receptionist
Conversations on your siteOnWeb widget and booking page conversations where the visitor shared a phone number

Troubleshooting

If the connection stops working, the integration shows HubSpot sync stopped working. Select reconnect to sign in again and resume syncing.