CRM

HubSpot x Ubic,your lists, ready to call.

HubSpot contact lists become calling lists in Ubic. After a call, the status selected by the SDR can update the HubSpot property configured for that list.

Book a demo →Connection guide

Connect HubSpotCRM

Ubic connects to HubSpot

✓Read your lists and contacts

✓Update configured fields

✓Send supported activities

ConnectCancel

Your lists and call outcomesBetween HubSpot and Ubic

Your HubSpot lists

Select a HubSpot contact list as a source in Ubic. Sales reps can then work through those prospects from their Ubic calling list.

The status after the call

Choose the HubSpot property to update for each list. The status selected by the SDR can then be sent to that property.

Notes and text messages

Notes and outbound text messages can be added as activities in HubSpot. For notes, you can choose to append a note or replace the previous one.

Meetings and deals

An optional setting lets conversion statuses create or update a deal associated with the contact. This requires the appropriate HubSpot permissions.

Prepare your first calling list

An administrator connects HubSpot using a private app access token. The account needs access to lists and permission to read and update contacts.

Open the connection guide

Connect the account
In Ubic, open Settings > Integrations > HubSpot, enter the access token and save.
Choose the list and property
Create an Ubic list from HubSpot, then choose the property that will receive the prospect’s status after a call.
Check the available statuses
In the call settings, use the statuses imported from HubSpot so the SDR’s selection matches a value accepted by the property.

Before connecting HubSpot

Why does a status stay in Ubic?

Check that a HubSpot property is selected for the list. Without one, Ubic does not send the prospect’s status to HubSpot. A status created manually in Ubic also does not replace a value from the HubSpot property.

Can a note replace the previous note in HubSpot?

Yes, when replacement mode is selected. Append mode keeps the previous note. Check this setting before the team starts calling.

Can a booked meeting create a HubSpot deal?

Yes, when meeting and deal tracking is configured with the required permissions. Conversion statuses can create or update a deal associated with the contact without overwriting the contact’s global status.