Dialer Sync processes only the data required to synchronize call activity and execute user-configured workflow actions between Dialer and HubSpot.

Data shared from Dialer to HubSpot includes call metadata such as timestamp, duration, and direction, call outcomes, Dialer agent identifiers, contact identifiers like phone number or email, and structured call notes derived from Dialer fields. This data is used solely to create or update call records in HubSpot and associate calls with the correct contact and owner.

Data shared from HubSpot to Dialer includes contact identifiers such as first name, last name, phone number, and email, along with campaign or list identifiers when executing Dialer actions from HubSpot workflows. Supported workflow actions include adding contacts to Dialer campaigns, removing contacts from specific Dialer lists, or removing contacts from all Dialer lists. Data is transmitted only when a customer explicitly configures and runs a workflow.

The application does not access unrelated CRM objects or properties, does not process or store call audio or recordings, and does not share data with third parties outside of Dialer and HubSpot. Limited local caching is used only for user and disposition mappings to improve reliability.

Cached data is scoped per organization; customers may request deletion of cached and processed data, and deletions do not affect other organizations. This controlled data model ensures predictable behavior, reduced risk, and compliance with HubSpot platform requirements.