How It Works

Learn how SimpleCallCenter helps you manage your call center operations

How the HubSpot Integration Works

SimpleCallCenter connects to HubSpot through OAuth, so you can log calls and keep your CRM up to date without manual copy-paste.

1

Connect your HubSpot account (OAuth)

An admin clicks Connect HubSpot, signs in to HubSpot, and grants the permissions needed for the integration. We store the access securely and refresh it automatically when needed.

2

We identify the caller and "upsert" a Contact

When a call happens, we try to find an existing HubSpot Contact by the caller's details (email when available, otherwise phone).

  • If the Contact exists → we update it (only the fields you choose)
  • If it doesn't exist → we create it

This approach works in every HubSpot portal, including Core seats (no special "Leads" object required).

3

We log the call as a HubSpot engagement

For each call, we create a Call engagement in HubSpot and associate it to the Contact (and optionally to a Company or Deal if you use them). This means the call appears on the Contact timeline, like a native phone system:

  • inbound / outbound direction
  • start time, duration, answered / missed status
  • agent (owner) when available
  • notes, tags, and links (recording, transcript, AI summary — if enabled)
4

Ownership and activity go to the right person

If you map your agents to HubSpot users, we assign the Contact and call activity to the matching HubSpot owner — so everything doesn't end up owned by the person who installed the app.

5

Your data stays consistent (and we avoid duplicates)

We store a unique internal call ID on each logged engagement, so retries or network hiccups don't create duplicates. If the same call event is processed again, we update the existing record instead of creating a new one.

What we write to HubSpot

By default, the integration creates or updates:

  • Contacts (create if missing, update if found)
  • Call engagements associated to the Contact

Optional (only if you enable it):

  • associate to Company / Deal
  • attach recording / transcript / summary links
  • create follow-up Tasks after missed calls or escalations

Permissions and security

We request only the scopes needed to create/update contacts and log call activity. Tokens are stored securely and can be revoked anytime from HubSpot. You stay in control of what fields we sync and what gets written into the CRM.