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Set up your first integration
Quickly connect Sangoma to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Sangoma with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Both Call" from Sangoma.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Sangoma and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Both Call
Triggers when whether a New Inbound Call is received or A New Outbound is placed on your PBX.
Try ItTriggerInstant - New Outbound Call
Triggers when a New Outbound Call is placed on your PBX.
Try ItTriggerInstant - Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling
- New Inbound Call
Triggers when a New Inbound Call is received on your PBX.
Try ItTriggerInstant - Call UUIDRequired
ActionSearch- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling
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Practical ways you can use Sangoma and HubSpot
Track incoming Sangoma calls as contacts in HubSpot.
When a new inbound call is received in Sangoma, Zapier creates or updates a contact in HubSpot. This ensures your engineering team keeps a record of every customer interaction to trace back service requests or inquiries efficiently. It promotes a seamless workflow between communication logs and CRM, improving response times for technical support.
Engineering
Monitor Sangoma call activity in HubSpot.
Use Zapier to log every new call activity (inbound or outbound) from Sangoma into HubSpot. IT teams can analyze communication volumes and patterns in the CRM for system optimizations and network performance analysis without manual intervention. This automation supports efficient resource management and troubleshooting in telecommunication systems.
IT
Log customer calls in Sangoma to deals in HubSpot.
Zapier connects your calls and deals by logging every new outbound call made on Sangoma directly to an existing deal in HubSpot. This integration ensures that the marketing team has visibility into the communication history associated with customer transactions, enabling data-driven campaign planning and precision targeting.
Marketing & Marketing OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Sangoma + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Sangoma and HubSpot
How can I set up an integration between Sangoma and HubSpot?
To integrate Sangoma with HubSpot, you need to create a Zap that connects both applications. First, select Sangoma as the trigger app and choose the event that will start the Zap, such as 'New Call'. Then connect to your Sangoma account. Next, select HubSpot as the action app and choose what should happen in response, like 'Create Contact' or 'Update Deal'. Finally, map the data from Sangoma to your HubSpot fields.
What triggers are available for Sangoma when integrating with HubSpot?
When setting up a Zap between Sangoma and HubSpot, you can use triggers such as 'New Call', which activates whenever there is an incoming call logged in your Sangoma system. This trigger can initiate actions in HubSpot like creating or updating contacts.
What actions can I perform in HubSpot via integration with Sangoma?
Once you have set up a trigger from Sangoma, you can perform several actions in HubSpot. These include creating new contacts, updating existing contact information based on call details from Sangoma, recording call activities on timelines, and even triggering workflows within HubSpot.
Is it possible to update existing contacts in HubSpot using data from a Sangoma call?
Yes, by using Zapier's integration capabilities, any new call detail captured by the 'New Call' trigger in Sangoma can be used to automatically update existing contact records in your HubSpot account. Simply map relevant data fields during zap setup.
Can I automate creating deals in HubSpot based on calls received in Sangoma?
Certainly! You can automate deal creation by setting up a flow where each 'New Call' trigger event from Sangoma initiates an action to create a deal within your specified pipelines or stages in HubSpot based on call dispositions or parameters.
How do we handle authentication for connecting Sangoma with HubSpot through our platform?
During setup of each Zap involving Sangoma and HubSpot, authentication will be required. You need to verify access for both applications - log into your accounts securely through our interface allowing us to access necessary data while maintaining privacy standards.
How is error handling managed when integrating calls between our services and HubSpot?
Our platform provides detailed error messages if any issues arise during the integration process between your systems and HubSpot. You'll receive notifications directly within the dashboard outlining errors such as authentication failures or mismatched field types so corrections can be promptly addressed.
