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.
Categories
OpenPhone and HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires 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
Adds a contact to a specific 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
First, we need to connect OpenPhone and HubSpot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect OpenPhone to Zapier.
Give Zapier access to your OpenPhone account, using OpenPhone credentials.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Add Contact to Workflow (Adds a contact to a specific workflow.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between OpenPhone and HubSpot.
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!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Sends a new message via OpenPhone.
Creates a contact or updates an existing contact.
Triggers when you receive a message.
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.
Triggers when a call recording has finished.
Triggers when an outgoing call has ended.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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