How to Connect HubSpot CRM
Connecting HubSpot to SkipCalls allows you to seamlessly sync your call activities, contact information, and AI-generated insights directly into your CRM. This integration ensures that your sales and marketing teams always have the most up-to-date information about every interaction.
What this does
The HubSpot integration automates several manual tasks for your team:
Sync Contacts: Automatically finds existing contacts by phone number or creates new ones if they don't exist.
Create Deals: Optionally creates new deals in your preferred pipeline for qualified leads.
Log Call Activities: Creates timeline events with call summaries, transcripts, and recording links.
Sync SMS: Logs SMS conversations as communications on the contact's record.
Custom Data Sync: Maps AI-extracted data points (like budget, timeline, or pain points) to custom HubSpot properties.
Before you start
A HubSpot account with "Super Admin" permissions or "App Marketplace" permissions to create Private Apps.
Your SkipCalls account.
Step-by-step Connection Guide
Log in to your SkipCalls Dashboard.
Navigate to Settings → API Keys → CRM tab.
Select HubSpot from the list of available integrations.
Enter your HubSpot Private App Access Token (see instructions below on how to get this).
Enable your desired features:
Automatically Create Contacts: Recommended to ensure no lead is missed.
Automatically Create Deals: Enable this if you want SkipCalls to create sales opportunities for you.
Create Timeline Events: Recommended for a complete history of calls in the HubSpot timeline.
Click Test Connection to verify the token and scopes.
Click Save Settings to activate the integration.
How to get your HubSpot Access Token
SkipCalls uses HubSpot "Private Apps" for a secure and direct connection. Follow these steps to create one:
In your HubSpot account, click the Settings icon (cogwheel) in the main navigation bar.
In the left sidebar menu, go to Integrations → Private Apps.
Click the Create a private app button.
On the Basic Info tab, name the app "SkipCalls Integration".
Click the Scopes tab and enable the following permissions:
crm.objects.contacts.readandcrm.objects.contacts.writecrm.objects.deals.readandcrm.objects.deals.write(required if you enable deal creation)crm.objects.communications.write(required for SMS logging)crm.objects.notes.writetimeline(allows SkipCalls to post events to the activity feed)
Click Create app in the top right.
Confirm the creation in the popup, then Show token and copy the Access Token.
What gets synced
Every time a call or SMS conversation finishes, SkipCalls pushes the following data to HubSpot:
Call Transcript: The full text of the conversation.
AI Summary: A concise summary of what was discussed.
Recording: A direct link to the call audio recording.
Collected Data: Any specific fields your AI agent was tasked to collect.
Insights: Lead quality (Hot/Warm/Cold), call score, and suggested tags.
Advanced Settings
Portal ID: Usually detected automatically, but you can manually enter your HubSpot Hub ID if needed.
Default Owner: Assign an owner ID to all new contacts and deals created by SkipCalls.
Pipeline & Stage: Choose which pipeline and stage new deals should be placed in (e.g., "Appointment Scheduled").
Property Mappings: Map specific data collected by SkipCalls to your existing HubSpot custom properties.
Troubleshooting
Invalid Token: Ensure you copied the "Access Token" and not the Client ID or Client Secret. Access tokens usually start with
pat-.Missing Scopes: If data isn't appearing, double-check that all required scopes (Contacts, Deals, Communications, Timeline) are enabled in your HubSpot Private App settings.
Contact Not Found: SkipCalls matches contacts primarily by phone number. Ensure phone numbers in HubSpot are in E.164 format (e.g., +1234567890).
Quick Reference: Need more help? Check out the HubSpot Private App Documentation or contact our support team.