> For the complete documentation index, see [llms.txt](https://help.sipgate.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sipgate.de/cloud-telefonanlage/en/connections-and-integrations/integrationen-fur-die-sipgate-app/hubspot-integration.md). # HubSpot integration HubSpot is a CRM platform that provides software, integrations, and resources to seamlessly connect marketing, sales, customer service, and content management teams. With sipgate, you can call directly in HubSpot and use your contacts in the sipgate app. This way, you always see who is calling and don't have to switch between different tools. When you connect HubSpot with sipgate, all changes or new contacts that you add in the sipgate app during or after the call are automatically saved in HubSpot. And best of all: sipgate also updates your call activities on your contacts in HubSpot. This way, you are always up to date and know when you have talked to which of your contacts and what you noted about your conversation. #### **How do I set up the HubSpot integration in the sipgate app?** {% stepper %} {% step %} **Select integration** In the sipgate app, click the gear on the left and select "Integrations". Then choose HubSpot. ![Bildschirmfoto vom 2025-04-09 13-30-56.png](/files/73f1c1c19ae0726c337f17f0fc9fb0dd4887b8e4) {% endstep %} {% step %} **Log in to HubSpot** Sign in to your HubSpot instance. ![Hilfecenter HubSpot Anmeldung.png](/files/abbbda4ed79d65abee081ec8b14c34e895cf755c) {% endstep %} {% step %} **Confirm connection** Then agree to the exchange between the apps. This means you have successfully connected HubSpot and the sipgate app. ![Screenshot\_2023-04-04\_at\_11.03.13.png](/files/e55ca963d4be726fa2044342bb9444f9e95c54c5) {% hint style="info" %} **Important:** Depending on the number of contacts to be integrated, it may take a few minutes until they are displayed completely. {% endhint %} {% endstep %} {% endstepper %} #### **What permissions does a HubSpot user need?** To fully use the integration between sipgate and HubSpot, make sure the following permissions are enabled for users: * Contacts: read / write, optional delete * Companies: read / write * Deals: read / write * Tasks: read / write #### **How does Click2Dial work with HubSpot?** Open HubSpot and select **Contacts ➔ open a contact** . You will find the Click2Dial button next to the phone number. ![click2dial\_HubSpot\_720.jpg](/files/e0595a40b5ebf25fd5161a874ccbdea8acedf26c) {% hint style="warning" %} **Important:** Please note that the sipgate app should be set as the default calling app in order to use Click2Dial. Instructions on how to make this setting on Mac and Windows [can be found in this article](https://help.sipgate.de/hc/de/articles/18206121254045-Wie-kann-ich-die-sipgate-App-CLINQ-als-Standard-f%C3%BCr-Anrufe-einrichten). {% endhint %} #### **How do I log call notes in HubSpot?** {% hint style="warning" %} **Important:** Call logging only works with the premium version of the sipgate app {% endhint %} Call notes can be logged in HubSpot in three different ways: * During the call * Immediately after the call * Retroactively via the call list {% hint style="warning" %} **Important:** Note that only open deals are suggested if you want to attach the notes to deals. {% endhint %} ### **During the call** During a call with the sipgate desktop app, the button **Call logging** can be clicked. A text field then opens in which notes can be created directly. These are saved directly in HubSpot. ### **After the call** As soon as the call has ended, a text field opens where the call notes can be saved. {% hint style="warning" %} **Important:** If you do not click directly into the text field, it closes automatically after 5 seconds. {% endhint %} ### **Via the call list** Once the call has ended, open the sipgate app call list, select the desired entry, and you can now write a corresponding note. In all three cases mentioned, your notes can be found in the sipgate app and in HubSpot. #### **Call logging to contacts and companies** To enable call logging, it must be set under sipgate app ➔ **settings** ➔ **Integrations** that calls and companies can be logged.\ In practice, a note cannot be logged to a contact and the associated company at the same time, or to two contacts with the same phone number at the same time.\ A phone number should therefore always be assigned to only one company or contact, not to a company + contact or two contacts. Workaround:\ \- assign the company's main phone number, e.g.: 0211-123456\ \- assign the company's individual contacts the phone number with extension 0211-123456-7\ \- in HubSpot ➔ Companies assign the contacts to the company\ \- the sipgate app will now log all calls --- # Agent Instructions This documentation is published with GitBook. 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