Call Tracking HubSpot Integration: When Calls Meet CRM

For marketers in call-centric businesses, visibility is everything. You need to know which campaigns are working, which touchpoints are driving action. Crucially, you need to know how phone calls factor into your funnel. That’s where a call tracking HubSpot integration becomes essential.

Combining HubSpot’s powerful CRM capabilities with a robust call tracking solution enables you to connect the dots between inbound calls and the marketing activity that sparked them. It’s the smartest way to close attribution gaps, enrich your contact records, and unlock insights that drive ROI.

Let’s break down how this integration works, why it matters, and how to set it up in just a few clicks.

What is HubSpot CRM and what is call tracking?

HubSpot CRM helps marketers track, nurture, and convert leads by logging every customer interaction across email, ads, and more. It’s an essential tool for campaign planning, lead management, and sales enablement.

On the other hand, call tracking, identifies which channels, ads, and keywords are prompting phone calls. By assigning unique tracking numbers to different marketing sources, call tracking reveals what’s really driving offline conversions.

When used together, these tools empower marketing teams to measure performance holistically from the first click to the final call.

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How Infinity’s HubSpot integration works

Infinity’s HubSpot integration bridges the gap between phone activity and your CRM.

Here’s how it works:

• Every tracked call is linked to the HubSpot activity (like a paid search click or email open) that helped generate it.
• Calls are pushed into the HubSpot timeline for the relevant contact, enabling sales and marketing teams to see the full context behind each engagement
• You can enrich contact records with key call details, such as:

• • • Source of the call
    • Duration
    • Caller location
    • Outcome or conversion intent
      
      

This means no more guessing. You can clearly see which marketing efforts trigger meaningful conversations and feed those insights straight into your lead scoring, reporting, and campaign planning workflows. Take it a step further by automatically feeding it into your bidding platforms with tools like Infinity’s Smart Outcomes to give ROAS a massive shot in the arm.

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How to create a HubSpot integration with Infinity: Step-by-step

Setting up your Call Tracking HubSpot Integration with Infinity is simple. Here’s how to get started:

1. 1. Log in to the Infinity Hub and head to the Integrations section.
   2. Select HubSpot from the available integrations list.
   3. Authenticate your HubSpot account by signing in and granting the necessary permissions.
   4. Configure call data mapping:
      - Choose which call details (e.g. source, timestamp, call handler) should be sent to HubSpot.
      - Decide whether to create new contract records automatically or match to existing ones.
   5. Test the integration by placing a call through a tracked number.
   6. Check the HubSpot contact timeline, you should now see the call logged with all associated details.

That’s it. From this point forward, you can surface every relevant inbound call in HubSpot, alongside email opens, form submissions, and other activity data.

Key considerations with a call tracking HubSpot integration

To get the most value from this integration, marketers should keep a few things in mind:

• Content creation logic

  Be deliberate about whether new contacts should be created for every call, or if calls should only be logged against existing records. This helps keep your CRM clean and useful for sales teams.

• PII and Compliance

  Respect for Personally Identifiable Information (PII) is a must. Review your call tracking provider and HubSpot settings to ensure compliance with GDPR and any relevant industry regulations. Only pass essential information between platforms.

• Use Value Track Parameters

  The more context you capture, the more powerful your CRM becomes. Consider integrating with other Infinity features like:

• Infinity’s Smart Match: Automatically connects calls to campaign-level data.
• Call Tracking for Salesforce: For teams using multiple CRMs or comparing setups.

Integrating HubSpot with your call tracking software unlocks next-level visibility for marketing teams. It helps you tie revenue back to the moments that matter most – whether that was a form fill, a paid ad, or a simple phone call.

By logging and tracking every interaction and every conversion, your team can spend less time untangling data and more time driving results.

Ready to unlock the full picture of your customer journey? Learn more in our integration guide or talk to your Infinity rep about setting it up today.