Connect HubSpot

Every call on the right HubSpot record, with the summary.

Role : ManagerTeam and Business plansDuration : 2 minOn : Web

On this page

What the integration does

Callizy connects your phone to HubSpot. Every call, voicemail and text is written on the contact, with the duration, the AI-written summary, the transcript and the recording. Nothing to type after a call.

Contacts go both ways: a HubSpot contact reaches Callizy within seconds, a new caller becomes a HubSpot contact. A Callizy card in the record shows the latest exchanges and starts the call.

Before you start

Be a manager on the Callizy account.
A HubSpot admin account.
The Team or Business plan.

Step by step

5 steps, about 2 min

1
Connect HubSpot
Open Callizy integrations
30 s
In Callizy, open Administration, then Settings and Integrations. Click the HubSpot card, then Connect HubSpot.
Administration/Settings/Integrations
Open this screen in Callizy
2
Accept in HubSpot
30 s
The HubSpot screen opens. Sign in with an admin account and accept. You come back to Callizy and see “Connected to portal …”.
3
That’s it
10 s
One person connects, for the whole company. After that, every call from every team member is logged. The settings at the bottom of the panel can be changed at any time.
4
Add the Callizy card to the record
Record Customization
30 s
HubSpot requires an admin to add it, once per portal.
In HubSpot: Settings, Objects, Contacts, Record Customization tab. The Callizy HubSpot panel has a direct link.
5
Default view, add the card
30 s
Click Default view, then Add cards, check Callizy, Save. The card appears on every contact record.

What you’ll see

A contact record in HubSpot: on the right, the "Callizy" card with a button to call the contact and the list of recent calls with their summary. — The Callizy card on the record: latest calls, summaries, and the button to call.

A contact record in HubSpot: an incoming call with its summary and transcript, and on the right the Callizy card, its call button and the latest calls. — The call in the timeline, with the summary and the transcript.

Key points

One person connects HubSpot, for the whole company.
Callizy looks up the number in HubSpot before writing: no duplicates.
The summary, transcript and recording follow the call within a minute.

Settings

You can change them at any time, without reconnecting anything.

Calls and voicemails on the record: Every completed or missed call and every voicemail, with the duration, summary, transcript and recording.
Texts on the record: Texts received and sent.
Create unknown contacts: A missing caller becomes a contact, with the name from the Callizy address book if it is there.
Import contacts: A contact created or edited in the tool reaches the Callizy address book within seconds. A deleted contact is archived.

Not working?

The Callizy card does not show on the record

A HubSpot admin adds it once per portal: Settings, Objects, Contacts, Record Customization tab, then Add cards.

A call has no summary

A call of a few seconds has none.
Otherwise, wait a minute: the summary, transcript and recording follow the call.

The call button opens nothing

Frequently asked questions

Does it create duplicates in HubSpot?

No. Callizy looks up the number in HubSpot before writing: the call lands on the existing record. A contact is created only if the number is unknown, and only if the setting is on.

When do the summary and recording arrive?

The call shows up as soon as it ends. The summary, transcript and recording follow within a minute. A call of a few seconds has no summary.

What does the call button open?

The Callizy web softphone, on the contact’s number, in a new tab. You need to be signed in to Callizy in that browser.

Is it included in my subscription?

Yes, in the Team and Business plans, at no extra cost. The Solo plan does not include it.

Updated October 27, 2026