OpenPhone
HubSpot
zapier

An automated workflow using zapier

Connects OpenPhone + HubSpot

Add contacts to HubSpot workflows when new inbound calls are received in OpenPhone

About this workflow template

This automation scenario allows you to connect OpenPhone and HubSpot

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

OpenPhone and HubSpot can also be integrated using automation tools other than zapier:

Diagram

Add contacts to HubSpot workflows when new inbound calls are received in OpenPhone
Workflow diagram: OpenPhone + HubSpot integration

How it works?

When this trigger fires in OpenPhone

OpenPhone

Incoming Call Completed in OpenPhone

Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.

Then this action happens in HubSpot

HubSpot

Add Contact to Workflow in HubSpot

Adds a contact to a specific workflow.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add contacts to HubSpot workflows when new inbound calls are received in OpenPhone.

Part I

Configure Applications

First, we need to connect OpenPhone and HubSpot to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect OpenPhone to Zapier.

    Connect OpenPhone to Zapier.

    Give Zapier access to your OpenPhone account, using OpenPhone credentials.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for OpenPhone

    Set up a Trigger action for OpenPhone

    Choose the following trigger: Incoming Call Completed (Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.).

  • Then set up an Action for HubSpot

    Then set up an Action for HubSpot

    Choose this action: Add Contact to Workflow (Adds a contact to a specific workflow.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between OpenPhone and HubSpot.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add contacts to HubSpot workflows when new inbound calls are received in OpenPhone!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    New contact

    Triggers when new contact is available.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New contact in list

    Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapieralbato
    triggerbyzapieralbato
  • HubSpot

    New contact property change

    Triggers when a specified property is provided or updated on a contact.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • OpenPhone

    Send a message

    Sends a new message via OpenPhone.

    zapier
    actionbyzapier
  • OpenPhone

    Create or update contact

    Creates a contact or updates an existing contact.

    zapier
    actionbyzapier
  • OpenPhone

    Incoming call completed

    Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.

    zapier
    triggerbyzapier
  • OpenPhone

    Incoming message received

    Triggers when you receive a message.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • OpenPhone

    Call recording completed

    Triggers when a call recording has finished.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • OpenPhone

    Outgoing message delivered

    Triggers when an outbound message was delivered to the recipients.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.