Customer ConversationsOur cloud telephony with HubSpot integration ensures every customer call starts with context and ends with a clear record. Agents know who is calling, what has happened before, and what needs to happen next, without toggling between multiple interfaces or asking customers to repeat themselves.
Why this integration?
Customers expect teams to recognize them and respond with awareness. When calls happen outside the CRM, agents rely on memory or fragmented notes.
Claritel and HubSpot work together to present customer details, past interactions, and open records at the moment a call arrives, helping teams respond with clarity and confidence.
Incoming calls show customer details and history
Notes captured during or after calls
Follow up tasks created from conversations
Calls logged automatically against CRM records
Click to call from contacts and deals
Skill based routing to the right agent
Call recordings stored with customer timelines
Simple Steps to Integrate Claritel and HubSpot
Follow this guided walkthrough to connect your systems and go live.
Step 1
Log in to HubSpot as admin
Log in to your HubSpot account with admin access.
Step 2
Open HubSpot Marketplace
Navigate to the HubSpot Marketplace from the navigation bar.
Step 3
Install Claritel Telephony
Find Claritel in the marketplace and install the connector.
Step 4
Sign in to your Claritel account
Enter your Claritel credentials to connect.
Step 5
Approve access permissions
Grant the necessary permissions for the integration.
Step 6
Map HubSpot users to Claritel agents
Link your HubSpot users with corresponding Claritel agents.
Step 7
Enable call pop ups
Activate call pop-ups to see caller info in HubSpot.
Step 8
Assign Claritel virtual numbers
Allocate Claritel virtual numbers to HubSpot for call tracking.
Step 9
Configure call logging preferences
Customize how calls are logged within HubSpot.
Step 10
Start handling calls from HubSpot
Begin making and receiving calls directly from HubSpot.
Step 6
Map HubSpot users to Claritel agents
Link your HubSpot users with corresponding Claritel agents.
Step 7
Enable call pop ups
Activate call pop-ups to see caller info in HubSpot.
Step 8
Assign Claritel virtual numbers
Allocate Claritel virtual numbers to HubSpot for call tracking.
Step 9
Configure call logging preferences
Customize how calls are logged within HubSpot.
Step 10
Start handling calls from HubSpot
Begin making and receiving calls directly from HubSpot.
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Step 1
Log in to HubSpot as admin
Log in to your HubSpot account with admin access.
Step 2
Open HubSpot Marketplace
Navigate to the HubSpot Marketplace from the navigation bar.
Step 3
Install Claritel Telephony
Find Claritel in the marketplace and install the connector.
Step 4
Sign in to your Claritel account
Enter your Claritel credentials to connect.
Step 5
Approve access permissions
Grant the necessary permissions for the integration.
