Trigger Native SMS & Call Workflows

Trigger automated workflows in HubSpot based on call activity, ensuring faster responses and structured follow-ups. • Auto-create follow-up tasks for missed calls. • Send SMS follow-ups via CloudTalk within HubSpot workflows. • Improve efficiency with predefined triggers & actions.

Embedded CTI & Call Logging

Make calls directly from HubSpot without switching platforms. All activities (Calls, Missed Calls, Voicemails) automatically log to the Contact Timeline with links to recordings. • Click-to-call functionality from contacts, deals, and company pages. • Calls are automatically logged in HubSpot. • Reduce manual dialing and improve efficiency.

Sync HubSpot Lists to Power & Parallel Dialer

Speed up outbound sales with CloudTalk’s AI Dialer. Automatically import HubSpot Contact Lists into CloudTalk campaigns. Data is refreshed every 10 minutes and cleans up contacts daily. • Dial 1-by-1 or up to 10 lines at once (voicemail detection and auto-voicemail drop built in) • Automatically reschedule re-attempts • Map call outcomes to HubSpot

AI Voice Agents & Call Automation

Automate inbound and outbound calls with AI Voice Agents that operate directly from HubSpot triggers. • Trigger AI Voice Agents from HubSpot workflows for use cases like lead pre-qualification or other routine calls • Automatically log Voice Agent calls as HubSpot activities alongside human calls • Capture AI summaries, sentiment, and call topics

Enrich CRM Data with AI

Go beyond audio recordings. CloudTalk AI injects structured data including: • Call Summaries • Sentiment Analysis • and Call Topics — directly into HubSpot engagement notes for instant reporting.

Trigger Native SMS & Call Workflows

Trigger automated workflows in HubSpot based on call activity, ensuring faster responses and structured follow-ups. • Auto-create follow-up tasks for missed calls. • Send SMS follow-ups via CloudTalk within HubSpot workflows. • Improve efficiency with predefined triggers & actions.

Real-Time & Post-Call Analytics

Monitor agent performance and call trends with real-time dashboards and post-call analytics inside CloudTalk. • Live call tracking for inbound and outbound calls. • Call performance insights including talk time, missed calls, and agent activity. • Export analytics data for reporting.

Bi-Directional Sync

All calls, notes, tags, and recordings are automatically logged in HubSpot, ensuring complete and accurate CRM records. • Log inbound, outbound, missed calls, and voicemails as HubSpot engagements. • Sync call notes, recordings, and tags to HubSpot automatically. • Choose to log only calls made during business hours.