How does Callizy connect to HubSpot?

A native integration. A manager connects HubSpot from Callizy’s integrations, in two clicks, no developer needed. After that, contacts sync and every call logs itself.

Will it create duplicates in HubSpot?

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

A Callizy manager who is also a HubSpot admin. Once for the whole company. Agents have nothing to do.

What does the call button open?

The Callizy web softphone, on the contact’s number, in a new tab. The person needs to be signed in to Callizy in that browser. The call goes out from their line, like from the dashboard.

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, once Callizy has produced them. A call of a few seconds has no summary.

Two contacts share a number?

Callizy looks the number up in HubSpot. The first match receives the call. Keep one number per contact so everything lands in the right place.

HubSpot card in Callizy, Disconnect link at the bottom of the panel. What was already written in HubSpot stays there. Nothing flows after that.

Is it included in my plan?

Yes, in every plan, at no extra cost.

Callizy

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Integrations/HubSpot

Every call logged on the right HubSpot record

Callizy connects your phone to HubSpot: every call, text and voicemail lands on the right contact, with the AI-written summary and the recording. Nothing to type after a call.

Native integrationTwo-way contact syncLive in two minutesIncluded in every plan

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What flows, and where

Calls

Every completed or missed call becomes a HubSpot call on the contact: direction, duration, summary, transcript, playable recording.

Voicemails

A missed call with the message, transcript included.

Texts

Received and sent, in the contact timeline.

Contacts, both ways

A HubSpot contact reaches Callizy within seconds. A new caller becomes a HubSpot contact.

What syncs with HubSpot

Everything that happens on the phone, on the matching contact record, automatically.

Callizy	HubSpot	Direction
Contacts	Matched by number, or created	Two-way
Calls	Inbound, outbound and missed, with duration	Auto-logged
Summary and transcript	Written by Callizy’s AI, on the call	Auto-logged
Recordings	Playable in HubSpot	Auto-logged
Voicemails	With the transcript	Auto-logged
Texts (SMS)	Received and sent, on the record	Auto-logged

Contact sync runs continuously. Calls, texts and summaries log the moment they finish.

Logging by hand, or with Callizy

By hand

Typing a note after every call, or forgetting
Records already out of date by end of day
What was said stays in the agent’s head
The manager has no view of the conversations

With Callizy

Every call written on the record the moment you hang up
HubSpot and Callizy always in step
Recording, transcript and summary on the record
The manager reads every conversation, without asking

Connect HubSpot

One person connects, once, for the whole company: a Callizy manager who is also an admin of the CRM. After that, every call from every team member is logged.

1
Open the integrations catalogue
In Callizy, Configuration menu, then Integrations. Click the HubSpot card.
2
Click “Connect HubSpot”
The HubSpot screen opens. Sign in with an admin account and accept. You come back to Callizy and see “Connected to …”.
3
Done
Calls, voicemails and texts start flowing right away. The four settings at the bottom of the panel can be changed at any time.

The Callizy card on the contact record

The card shows the latest exchanges with this contact and a button to call them. HubSpot requires an admin to add it to the record, once per portal.

1
Open record customization
In HubSpot: Settings (gear), Objects, Contacts, Record customization tab. Or click the “Add the card” link in the Callizy HubSpot panel, which takes you there.
2
Edit the default view
Click Default view, then Add cards in the middle or right column.
3
Add “Callizy”
Search Callizy in the list, check it, Save. The card appears on every contact record.

The four settings

In the Callizy HubSpot panel, under the connection status. All on by default. A manager changes them at any time, the effect is immediate.

Calls and voicemails on the record

Every completed or missed call and every voicemail, with duration, summary, transcript and recording.

Texts on the record

Texts received and sent.

Create unknown contacts

A caller missing from the CRM becomes a contact, with the name from your Callizy address book when it is there. Uncheck to only log contacts that already exist.

Import contacts

A contact created or edited in the CRM is created or updated in the Callizy address book within seconds. A deleted contact is archived in Callizy.