Aircall and HubSpot are a top-tier combination for modern sales teams, support representatives, and RevOps managers seeking to enhance productivity, visibility, and follow-up efficiency. But to unlock the full power of this cloud phone system and CRM integration, you need a clean, structured setup that ensures your call data flows into HubSpot exactly where and how you need it.
Essentials for a Seamless Aircall + HubSpot Integration
To avoid reporting issues and disjointed workflows, ensure these best practices are in place:
- Auto-associate Aircall calls with the correct HubSpot contacts, companies, and deals based on phone number matching
- Sync call outcomes, dispositions, Aircall tags, and call duration directly into HubSpot activity timelines
- Log call notes and comments in the HubSpot activity feed instead of keeping them siloed in Aircall
These steps ensure that every call, voicemail, or missed interaction is trackable across your sales pipeline, customer journey, or support ticketing workflows.
Best Practices to Optimize Integration
Take your setup a step further with these innovative enhancements:
- Create custom properties in HubSpot such as “Aircall Outcome,” “Call Source,” or “Call Priority” to support segmentation, filtering, and reporting.
- Build automated workflows in HubSpot, e.g., “If call outcome = Missed, create a follow-up task + send a personalized email from the assigned sales rep.”
- Exclude test or internal phone numbers from call logging and analytics to maintain clean reports and accurate conversion data.
These tweaks allow your team to improve sales enablement, enhance call tracking, and reduce time wasted on manual tasks.
Supercharge Productivity with the Aircall Chrome Extension
Enable your team to click-to-call directly from HubSpot contact records by using the Aircall Chrome Extension. This browser-based feature enables sales and support representatives to make calls without switching tabs or applications, thereby boosting response time and overall efficiency. It also ensures all call metadata is logged consistently in the right place.
FAQs: Aircall + HubSpot Integration
What does integrating Aircall with HubSpot allow me to do?
The integration enables automatic call logging, syncing of call outcomes, tags, and notes into HubSpot’s contact, company, and deal records. It provides complete visibility into call activity, supports better lead management, and improves sales tracking across the funnel.
Can I trigger HubSpot workflows from Aircall activity?
Yes. You can trigger automated workflows in HubSpot based on Aircall events. For example, create tasks or send follow-up emails when a call is missed or tagged as “Needs Follow-Up.” This enhances your sales automation and ensures timely follow-through.
How are calls matched with HubSpot contacts or companies?
Aircall utilizes phone number matching to associate calls with existing HubSpot contacts and companies automatically. If a number doesn’t match, HubSpot can create a new contact automatically or flag it for review, depending on your workflow setup.
Where do Aircall call notes appear in HubSpot?
Call notes and dispositions are logged directly in the HubSpot activity timeline, alongside emails, tasks, and meetings. This provides a centralized view of all interactions with a contact, making it easier for reps to track communication history.
How do I keep internal or test calls out of reports?
You can filter out internal numbers, test calls, or training interactions by setting rules within Aircall or HubSpot. Create exclusion lists, add a custom “Internal” tag, or segment reports by known test users to keep your analytics clean and accurate.
Does the Aircall Chrome Extension improve productivity?
The Chrome extension enables click-to-call functionality directly from HubSpot contact and deal views, reducing context switching and helping sales teams respond faster. It also ensures call data is logged automatically.
What are the key benefits for sales and RevOps teams?
Sales teams gain better pipeline visibility, faster lead response times, and easier follow-up tracking. RevOps benefits from clean data, call attribution, and deeper insights into sales activity performance and team productivity metrics.
