CRM

Every business call, on the HubSpot record where it belongs.

Sales and service teams already work in HubSpot. This integration takes the calls, voicemails and text messages that happen on 3CTel and writes them to the matching contact and deal, so the timeline is complete without anyone typing it in.

The HubSpot integration sends 3CTel call, voicemail and SMS events to HubSpot and logs them as activities on the matching contact, company or deal. It is delivered through 3CTel's API and webhooks, either directly or through an automation platform, depending on your HubSpot subscription and existing tooling. The approach is confirmed with you during planning and availability is verified before activation.

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Integration type

Integration type
Via an automation platform (Zapier, Make or similar)
Availability
On request — scoped during planning
What is exchanged
  • Inbound call → contact lookup by phone number → caller name on app and handset
  • Answered or missed call → call activity on the contact, company and associated deal
  • Voicemail → note with transcript on the contact timeline
  • Business SMS → message logged to the contact timeline
  • Unknown caller → optional new contact with number and menu selection

How it is set up

  1. Confirm the delivery path

    Direct API and webhooks, or your existing automation platform.

  2. Authorize the connection

    Your HubSpot administrator approves the app and the objects it may write to.

  3. Map users and fields

    3CTel users to HubSpot owners, phone properties, and the rule for unknown callers.

  4. Test and activate

    Test contacts and a temporary number confirm logging before live numbers move.

Build My Phone System

Two ways it can be delivered

There is no single HubSpot integration that fits every account, so 3CTel scopes one of two delivery paths with you.

Either path can be changed later. The choice does not affect the phone service itself.
PathHow it worksUsually chosen when
Direct API and webhooks3CTel sends call and message events to HubSpot's API and creates engagements on the record matched by phone numberYou want the simplest setup and have no automation platform in place
Automation platform3CTel webhooks feed a workflow tool you already run, which transforms events and writes them to HubSpot with your own rulesYou already route data through an automation platform, or you want custom deal logic and notifications

What is written to HubSpot

Call activities

Direction, duration, the user who handled it and the outcome, logged as a call engagement on the contact and associated deal.

Voicemails with transcript

A voicemail creates a note on the contact with the transcript and a reference to the recording held on 3CTel.

SMS conversations

Inbound and outbound business texts are logged to the contact timeline so a rep sees the whole exchange before calling back.

New contacts for unknown numbers

Optional. A call from an unrecognised number can create a contact with the number and the menu option the caller chose.

What flows in each direction

  • 3CTel → HubSpot: call events, voicemail transcripts, SMS messages, and optionally new contacts.
  • HubSpot → 3CTel: the contact name for a matched phone number, shown as caller ID on the app and handsets.
  • Not exchanged: HubSpot email, tickets, marketing data or deal amounts. The integration adds activity to records; it does not read your pipeline.

What you need

3CTel does not replace HubSpot's own calling feature or its subscription decisions. It records what happens on your business phone system in the CRM you already use.

  1. A HubSpot administrator

    Someone who can create or approve an app in your HubSpot account and decide which objects 3CTel may write to.

  2. A subscription that allows API access

    Most business subscriptions do. API limits vary by tier; the specialist checks yours before recommending a path.

  3. A phone-number convention

    Matching depends on consistently formatted phone numbers. A short clean-up of contact phone fields is often the first task.

  4. A decision about unknown callers

    Create a contact, log to a holding record, or ignore. The choice is yours.

Setup

The specialist confirms the delivery path, your administrator authorizes the connection, and mappings are agreed: which 3CTel user maps to which HubSpot owner, which properties hold the phone number, and what an unknown caller should do. The integration is tested on a temporary number with a few test contacts before live numbers move. Nothing is billed before activation.

Questions from sales and service teams

Can a rep click a phone number in HubSpot to call from 3CTel?

Click-to-call from HubSpot records is scoped where the direct API path is chosen and your browser setup supports it. The call is placed from the rep's 3CTel app and shows the business number. Where it is not practical, reps dial from the app and the call is still logged to the record automatically.

How are calls matched to the right deal?

The call is matched to a contact by phone number first. If that contact has open deals, the activity is associated with them by a rule agreed at setup, such as the most recently updated deal. On the automation-platform path you apply your own rules, for example only associating calls with deals in certain stages.

Will missed calls show up in HubSpot?

Yes, if you want them to. A missed or abandoned call can be logged as a call activity with a missed outcome, and on the automation-platform path it can also create a task for the owner or send a notification. Many teams use this to make sure every missed call from a known contact gets a callback.

Privacy

Call and message data pass between 3CTel and HubSpot, and through your automation platform where that path is chosen. Recordings stay on 3CTel; HubSpot receives a reference, not the audio. Retention on 3CTel is configured with you. Revoking the HubSpot connection stops logging without affecting phone service.

Frequently asked questions.

No. It logs calls made and received on 3CTel, with your business numbers, queues and recording, into HubSpot records. Some teams keep both.

Show us how your team works in HubSpot.

Tell us which objects should carry call activity and what an unknown caller should trigger. A specialist confirms the delivery path and quotes it before activation.

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