HubSpot dialer & communications integration
Communicate directly from your CRM with a HubSpot dialer and more communications capabilities
You already know that staying connected with your customers is essential. Integrating your communications directly with your CRM can make all the difference.
With the RingCentral for HubSpot integration, you’re not just adding a “dialer” to HubSpot; you’re unlocking a complete communications suite.
More than a HubSpot dialer integration
The RingCentral for HubSpot integration gives you all the essential calling features of a dialer, but it’s designed to do much more, too.
Embedding RingCentral’s capabilities within your HubSpot CRM lets you and your teams make calls, send texts, manage communication logs, and get valuable call analysis directly from within HubSpot. You’ll get a unified communications experience that minimizes app-switching and maximizes productivity.
So, what makes it a top-tier dialer? You get:
- Powerful call controls: You can answer inbound calls and make outbound calls without ever leaving HubSpot. Clicking on a HubSpot contact’s phone number lets you instantly connect via RingCentral.
- Click-to-call and click-to-SMS: Easily initiate calls or send texts from HubSpot phone entries using our Hubspot auto dialer, whether through your browser or the RingCentral Chrome extension.
- Instant screen pop: When an incoming call arrives, RingCentral for HubSpot will match the caller with their HubSpot record, helping your team respond with context. If it’s a new contact, you can create a record on the spot.
But the integration doesn’t stop there. With RingCentral for HubSpot, you’ll also gain:
- A message hub: View all RingCentral text messages, voicemails, and faxes in a single place, so you can manage multiple communication types with ease.
- Association call logging: Choose to log calls automatically or manually under contacts, companies, active deals, or tickets.
- Server-side text logging: Log messages as activities under specific associations in HubSpot, even when you’re offline.
- Detailed analytics: View RingCentral data in HubSpot to create custom reports and gain info about your teams’ performance.
Beyond simply enabling calls, the RingCentral for HubSpot integration creates a workspace that’s organized and adaptable.
How to set up your HubSpot dialer integration with RingCentral
Getting started with RingCentral’s dialer HubSpot integration is simple. That’s because it’s an easy-to-use RingCentral Chrome extension. Here’s a step-by-step guide to help you install and set up your HubSpot dialer integration:
- Install the Chrome extension
- Go to the Google Chrome Web Store.
- Click Add to Chrome on the RingCentral for HubSpot extension page, then confirm by clicking Add Extension on the pop-up.
- Sign in to RingCentral for HubSpot
- Once installed, open the RingCentral for HubSpot extension in Chrome and select Sign In.
- Enter your login credentials and confirm your emergency address when prompted.
- Choose your HubSpot account
- Select the HubSpot account you’d like to integrate with RingCentral, then click Accept to grant permissions.
Note: Make sure that the email you use to sign in to RingCentral matches your HubSpot login. You should also verify that you have access to the HubSpot account you’re trying to connect.
If you experience issues, such as a missing authenticated HubSpot account, you may need your HubSpot admin’s assistance to set up the account connection.
4. Complete the setup
- First-time users will see a few welcome pages introducing the integration’s HubSpot dialer features and other calling functionality. Click Next to navigate through these, then you’ll be redirected to the Settings page to finalize any additional preferences.
Troubleshooting tip: If you see a ‘Web Phone Unavailable’ error, make sure that your Chrome browser has permission to access your microphone. You can dismiss this error by clicking the spinning icon on the top right corner.
Benefits of a HubSpot dialer app integration
Integrating RingCentral with HubSpot does more than add calling capabilities to your CRM; it’ll change the ways your teams communicate and work. Here’s how:
1. More streamlined workflows
Combining communication tools with HubSpot’s CRM software creates a more unified and better connected workspace.
Features like click-to-call and automatic call disposition make workflows faster and keep your customer records accurate. With everything in one place, your teams spend less time switching between apps and more time on what matters.
2. Improved customer experience
With RingCentral for HubSpot, sales and support teams also have instant access to customer records and communication histories—all while speaking with the customer. This easy access means agents can personalize each interaction as they go and create a better customer experience.
3. Time and cost savings
Put simply, features like click-to-call and instant screen pop save time. When your agents are spending less time toggling between tools and manually dialing phone numbers, they’ll be more able to focus on high-value tasks. Plus, if your agents are more productive, you can run with smaller, more efficient teams and reduce operational costs.
4. Supports scalability
While siloed tools and workflows might be manageable for small teams, scaling up requires an integrated, cohesive system. RingCentral’s integration with HubSpot will help you maintain seamless communication, even as your team grows. No need for new hardware or databases—everything can be scaled up with a click.
The best HubSpot dialer features & a whole lot more
The RingCentral for HubSpot integration goes beyond simple calling. Using our dialer with Hubspot brings with it an entire toolkit to supercharge your customer interactions.
From effortless dialing to comprehensive analytics, here’s what makes this integration essential for high-performing teams:
With click-to-call, connecting with customers and leads is a single click away—just tap the contact’s phone number directly in HubSpot, and RingCentral handles the rest.
Once you’re on a call, advanced controls let you stay in complete command: answer, mute, transfer, and end calls seamlessly, all within HubSpot’s familiar interface.
This feature keeps your team moving smoothly without switching apps. That means they can stay focused on what truly matters—delivering a quality experience to every caller.
RingCentral makes texting customers just as simple as calling them. Click-to-SMS lets you initiate a text from any contact profile, enabling instant, on-the-go communication that’s fast and efficient.
Plus, RingCentral’s unified message hub brings together all your communications (texts, voicemails, and even faxes) in one centralized spot. This way, you always have the full picture at your fingertips so that no conversation or follow-up is ever missed.
With instant screen pop, every call you take is a fully informed one. When a customer or lead calls, RingCentral matches the number to their HubSpot profile instantly. It even pops up relevant details right as the call comes in.
In addition to this, if there’s no existing record, you can add a new contact in seconds. This feature not only saves time but also helps your team provide a tailored, personalized experience every time thanks to the quick info provided by the pop-ups.
Stay organized with association call logging, which lets your agents automatically or manually link calls to relevant contacts, companies, deals, or tickets. Whether it’s a quick touchpoint or an in-depth conversation, they can efficiently log every interaction where it belongs in HubSpot.
Coupled with call disposition options, this feature allows you to tag calls with outcomes or follow-up needs right after hanging up. That means your team spends less time on admin tasks and more on meaningful interactions with your customers.
Text logging means that SMS exchanges are as well-documented as calls. You can have a complete record of every conversation across channels—something that’s crucial in this omnichannel era.
Whether online or offline, texts are logged automatically under the correct associations so your team is able to track follow-ups with ease. That means more continuity and less communication gaps.
With text logging, you’re always in the know as you get to keep all communication threads in one place for easy access.
Gain insight into every aspect of your team’s communication thanks to the ability of the RingCentral and HubSpot calling integration to hook up with HubSpot’s analytics tools. When you bring your key call data into HubSpot, you can build custom reports that reveal performance metrics and customer interaction trends.
These analytics come in handy for lots of reasons. Not least because a data-driven approach helps you identify what’s working and what’s not. With this info at hand, you can make much more informed decisions that boost productivity and customer satisfaction.
Improve your business communications and your productivity outside of HubSpot, too
While the RingCentral for HubSpot call integration enhances your CRM’s capabilities, RingCentral offers much more to support your business communications on a larger scale. Here’s what else you get with RingCentral RingEX:
RingCentral provides a robust, flexible phone system that’s easy for employees to navigate. We offer a truly intuitive interface. This minimizes onboarding time so new members of your team can quickly begin making and receiving calls.
Plus, features like call forwarding, call recording, text logging, and voicemail transcription guarantee that no interaction is missed.
RingCentral's mobile compatibility is also a huge benefit. It keeps your team accessible, even on the go. The system also scales easily with your team’s needs so that they quickly adapt to handle increasing call volumes or additional lines.
With RingCentral you can unify all your communication channels within a single, accessible platform. With everything in one place, your team can switch between modes without needing to jump across apps or devices.
This integrated approach not only saves time but also reduces the risk of lost messages or miscommunication.
Combining channels within RingCentral solutions like RingEX ultimately helps your teams respond faster and provide consistent service across all interactions. And with a secure cloud phone system and storage, team members can also safely access messages and records anytime, from anywhere.
RingCentral’s AI-powered tools work quietly in the background to make day-to-day tasks easier. For example, real-time transcription allows reps and agents to focus on the conversation instead of note-taking, while sentiment analysis offers insights into customer emotions during calls.
With features like speech recognition and keyword detection, your team can even identify recurring issues and track important topics so they can improve their overall customer service.
These tools also provide actionable data to help your managers understand and improve performance metrics.
Beyond HubSpot, RingCentral offers over 300 other pre-built integrations with popular tools, including one for enabling Salesforce omnichannel communication and others to boost the capabilities of Microsoft 365 and Google Workspace apps.
These connections bring communications into the heart of your existing workflows so that teams can manage interactions without leaving their preferred tools.
Rather than seeing RingCentral as yet another bit of software to add to the mix, see it as something that can improve your existing workflows and tech stack.
RingCentral’s flexible integrations mean you can create a fully customized setup that fits your unique needs. Whether it’s accessing CRM data during calls or syncing messages across platforms, RingCentral makes it all the more seamless.
HubSpot dialer FAQs
While HubSpot offers basic calling features, integrating with RingCentral significantly improves these capabilities. Without the integration, users may find themselves limited in terms of functionality. For example, you might be unable to access advanced features like click-to-call, instant screen pop, and comprehensive call logging.
For teams that rely heavily on communication, integrating RingCentral is a valuable upgrade that’ll improve efficiency and productivity.
When considering auto dialer for HubSpot options, there are several integrations available, but RingCentral stands out for its comprehensive features. Not only do we offer robust calling capabilities, but we also provide a unified communication platform that integrates seamlessly with HubSpot.
This means your team can manage calls and texts all from one place and reduce the need for multiple tools.
Additionally, RingCentral’s advanced analytics and reporting capabilities provide insights that can help teams refine their strategies and improve performance.
A HubSpot dialer integration like that offered by RingCentral addresses several common issues your business might face with communication. First, it eliminates inefficient workflows by bringing calling, texting, and CRM functionalities together in one platform. This integration also solves the problem of lack of context during customer interactions, as agents can access call histories and relevant data in real-time.
Additionally, it tackles the problem of siloed communication channels. That means teams maintain cohesive records and avoid miscommunication more easily.
While we may not offer free Hubspot dialer software, RingCentral’s pricing plans are structured to offer flexibility.
The RingCentral for HubSpot integration is included with both the Advanced and Ultra plans. These plans offer different levels of functionality, including advanced analytics and integrations with other tools. But even our Core plan includes our new AI assistant for everything from call transcription to meeting summaries.
Get a HubSpot dialer and more from RingCentral
Power up your teams’ communication and productivity with the RingCentral for HubSpot integration. Streamline your workflows and empower your teams to deliver the best service—all within a familiar CRM.