# Connect HubSpot Every call on the right HubSpot record, with the summary. - Role: Manager - Team and Business plans - Duration: 2 min - On: Web - Learning Centre: https://callizy.ca/en/apprendre/hubspot - Integrations path · Lesson 2 - Open this screen in Callizy: https://app.callizy.ca/en/manager?view=integrations-marketplace&app=hubspot - The page on callizy.ca: https://callizy.ca/en/integrations/hubspot ## 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. Screenshots show Callizy in French. Button names are given in English. **Connect HubSpot** ### 1. Open Callizy integrations (30 s) In Callizy, open **Administration**, then **Settings** and **Integrations**. Click the **HubSpot** card, then **Connect HubSpot**. Menu: Administration › Settings › Integrations ### 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. **Add the Callizy card to the record** ### 4. 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.](https://callizy.ca/images/apprendre/integrations/hubspot-1.webp) 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.](https://callizy.ca/images/apprendre/integrations/hubspot-2.webp) 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 - **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 1. A HubSpot admin adds it once per portal: **Settings**, **Objects**, **Contacts**, **Record Customization** tab, then **Add cards**. ### A call has no summary 1. A call of a few seconds has none. 2. Otherwise, wait a minute: the summary, transcript and recording follow the call. ### The call button opens nothing 1. Sign in to Callizy in this browser: the button opens the softphone in a new tab. ## 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.