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CRM Integration

DialerBee + HubSpot

Connect your HubSpot CRM to DialerBee's multilingual AI contact center platform. Sync contacts, click-to-call with screen-pop, auto-log every conversation, and launch campaigns straight from your HubSpot lists.

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Quick answer

How does DialerBee integrate with HubSpot? DialerBee connects to HubSpot through its public REST API, real-time webhooks, and CRM iframe embedding in the agent desktop. That lets teams sync contacts and lists, click-to-call HubSpot records with a screen-pop, auto-log call outcomes and recordings to the contact timeline, and trigger outbound campaigns from HubSpot lists and segments — all without leaving their workflow.

What You Can Do

Your CRM and dialer, working as one

Sync contacts & lists

Read HubSpot contacts, companies, and lists over the REST API, and keep dialer campaign lists current as HubSpot records change. You map which properties sync and in which direction, with HubSpot staying the source of truth.

Click-to-call with screen-pop

Agents click a HubSpot contact to place a call, and DialerBee screen-pops the matching record in the agent desktop. No copy-pasting numbers, no switching windows between the CRM and the dialer.

Auto-log call activity

Write call outcomes, dispositions, notes, and recording links back to the HubSpot contact timeline automatically, so every conversation is captured as an activity your team can review in context.

Trigger campaigns from lists

Launch outbound campaigns directly from HubSpot lists and segments. As contacts enter or leave a segment, webhooks keep the dialing list aligned so the right people get called at the right time.

How It Connects

An API-first connection

REST API

DialerBee talks to HubSpot's public REST API to read contacts, companies, and lists, and to write call activities back to the timeline. Property mapping is defined per deployment so your existing HubSpot schema stays intact.

Real-time webhooks

HubSpot webhooks push record changes to DialerBee the moment they happen, and DialerBee events flow back the same way. That keeps segments, list membership, and logged outcomes in sync without batch imports or manual exports.

CRM iframe embedding

Embed HubSpot as an iframe inside the DialerBee agent desktop so reps see the full contact record beside the call controls. Click-to-call and screen-pop tie the two together into a single agent workflow.

Every deployment is different — talk to our team about your exact HubSpot setup.

HubSpot integration FAQ

Is DialerBee a certified HubSpot marketplace app?
DialerBee connects to HubSpot through its public REST API, real-time webhooks, and CRM iframe embedding rather than as a listed marketplace app. This API-first approach means the integration is built around your specific HubSpot instance, objects, and workflows instead of a one-size-fits-all connector.
How do contacts stay in sync between DialerBee and HubSpot?
DialerBee reads HubSpot contacts and lists over the REST API, and HubSpot webhooks notify DialerBee when records change so campaign lists reflect updates. You decide which properties map to dialer fields and which direction each field syncs, keeping HubSpot as your source of truth.
What gets logged back to the HubSpot contact timeline?
After each call, DialerBee can write the outcome, disposition, notes, duration, and a link to the recording as an activity on the matching HubSpot contact so your team sees the full history in one place. Field mapping and which events are logged are configured during onboarding.
Can agents call HubSpot contacts without leaving the dialer?
Yes. HubSpot can be embedded as a CRM iframe inside the DialerBee agent desktop, and click-to-call triggers a screen-pop with the matching HubSpot record. Agents work in one window instead of switching between the CRM and the dialer.
Does the HubSpot integration keep compliance controls in place?
Yes. Campaigns launched from HubSpot lists still pass through DialerBee's compliance-supporting controls, including DNC checks and calling-window rules, before any number is dialed. The integration is available across DialerBee's 11 supported languages.

Related

API & WebhooksAgent DesktopAll Integrations

Ready to connect HubSpot to DialerBee?

Tell us how your HubSpot instance is set up and our team will map the REST API, webhook, and CRM iframe pieces to your workflow.

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