Connecting your communication tools with your CRM shouldn’t feel complicated. For teams that rely on HubSpot, Dialpad’s integration aims to make calling, logging, and managing customer activity simple and fast. In a recent live walkthrough, Prince Rich from RTG Call Center Solutions teamed up with Dialpad’s Connor Revsbeck to show exactly how quick and seamless the setup can be.

A Simple Integration Built for Real Sales and Support Teams

Right from the start, Connor explains that the goal behind this integration is efficiency. Many teams spend unnecessary time switching between screens, searching for contact info, or manually logging calls. Dialpad brings all of these tasks into one connected workflow.

Dialpad’s desktop app shows full contact history, and once a HubSpot record is linked, everything syncs automatically. Whether it’s calls, texts, or previous notes, the system keeps everything organised without extra effort from your team.

Live Calling, Transcription, and Logging — All in One Place

During the demo, Connor makes an outbound call directly from Dialpad. The system immediately displays:

• Real-time transcription
• Caller details
• The ability to add notes or call subjects
• Quick access to dispositions

If the agent needs additional contact information, opening the HubSpot record takes just one click.

Once the call ends, the activity appears instantly in HubSpot. No manual inputs, no delays. The log includes timestamps, call direction, and the subject or notes added during the call.

Smart Task and Ticket Management Inside HubSpot

Dialpad doesn’t just log calls — it helps organise follow-ups. Agents can create tasks or open support tickets directly inside HubSpot without leaving the call screen.

A task might look like:

• “Follow up on voicemail”
• Assign a due date
• Select a priority level
• Attach it to a deal or contact

Everything sits in one workspace, making it easier for teams to stay on top of customer communication.

Click-to-Call and Browser-Based Calling Made Easy

Dialpad also allows users to call directly from the HubSpot browser interface. With the CTI widget, agents have:

• Call controls
• Live transcription
• Coaching prompts
• Access to call history

And they never have to switch windows.

This keeps workflows clean and saves agents from unnecessary interruptions.

Keeping CRM Storage Costs Down

HubSpot charges for data storage, especially when files are large. Dialpad solves this by storing call recordings and full transcriptions on its own platform. Instead of filling HubSpot with heavy audio files, teams get short, accurate recaps while retaining the option to open the full detail inside Dialpad anytime.

This alone can save companies a noticeable amount on CRM storage fees.

SMS and MMS Logging Coming Soon

Dialpad’s next update—already in early access—will bring full text message logging into HubSpot, including SMS and MMS. That means media like images, GIFs, and file attachments will also sync seamlessly.

This is a major upgrade for teams that communicate heavily via text with prospects or customers.

Who’s a Good Fit for This Integration?

Businesses using HubSpot for both marketing and CRM tend to benefit the most. These companies often have:

• Small to mid-sized sales teams
• A mix of UCaaS and contact center needs
• A strong desire to keep everything in one platform

Dialpad fits this segment well because it blends calling, messaging, and AI tools into a single system that supports both everyday communication and more advanced contact center workflows.

More Than Just HubSpot — Wide Integration Support

Dialpad also supports integrations with other major CRMs and platforms, including:

• Salesforce
• Zendesk
• Bullhorn
• Microsoft Dynamics
• Copper
• ServiceNow
• Microsoft Teams

And with open APIs, it can even connect to custom or proprietary systems.

Final Thoughts

The live demo makes one thing clear: Dialpad and HubSpot work together extremely well. The integration isn’t just smooth — it genuinely helps teams save time, stay organised, and manage customer relationships more effectively.

For businesses already using HubSpot or considering a shift away from clunky calling tools, this setup is worth exploring.

At RTG Call Center Solutions, we offer 100% free consulting to help you find the right provider and features for your needs and budget. We work with all the major contact center providers in the U.S., and since we’re paid by referral, our help costs you nothing.

Make the right choice today and set your business up for success in 2025!