Skip to main content

Calling from HubSpot

Seamless calling from HubSpot with your Salesmsg number.

Chris Brisson avatar
Written by Chris Brisson
Updated this week

You can make and receive calls using your Salesmsg phone number directly within HubSpot CRM, allowing you to manage conversations without leaving your workflow. This guide explains how the calling integration works, how to use it, and how call activity is automatically tracked and logged in HubSpot.



Making Calls from HubSpot with Salesmsg

With Salesmsg, calling from HubSpot is smooth and seamless — no pop-ups, no extra windows, just a clean in-page experience.

How to make an outbound call

  1. Open the contact’s profile in HubSpot.

  2. Click the Salesmsg Call button.

  3. A call window (modal) will appear with the contact’s number and call controls.

  4. Choose the correct Salesmsg Inbox (if you have more than one):

  5. Click Call to start your conversation right from HubSpot.

  6. When you’re done, simply close the call window and keep working — no interruptions.


Everything stays inside HubSpot, so you can stay focused and efficient.


Receiving Calls in HubSpot with Salesmsg

Thanks to the Salesmsg + HubSpot integration, incoming calls to your Salesmsg number will ring directly inside HubSpot. No need to jump between tools — your team can handle calls where they already work.

How inbound calling works

  • Calls appear in HubSpot: When someone calls your Salesmsg number, the call shows up right inside HubSpot. You can answer it without switching tabs or tools.

  • Anyone on the Inbox can answer: The call isn’t tied to a specific contact owner. If you’re part of the associated Inbox, you’ll see the call and can pick it up.

  • Inbox access controls who gets calls: Only users who are members of the relevant Salesmsg Inbox will receive incoming call notifications - keeping things organized and efficient.

This setup helps your team stay responsive and ensures no important call slips through the cracks.


Making Calls from the Contact Record

If you’re inside a contact’s HubSpot record:

  1. Make sure your Salesmsg account is connected to HubSpot.

  2. Click the phone icon in the contact record.

  3. Ensure “Call From” is set to “Salesmsg”:

    Screen Capture on 2022-02-08 at 11-50-21.gif

  4. When the dialer pops up, choose the Inbox you want to use (if you have more than one):

    Screen Capture on 2022-02-08 at 11-53-27.gif

  5. If needed, you can also edit the number, and/or just place the call:

    Screen Capture on 2022-02-08 at 11-55-06.gif


Call Outcome Tracking Made Simple

Salesmsg automatically logs the outcome of each call in HubSpot, so you always know what happened - whether the call connected, went to voicemail, or wasn’t answered. This helps your team stay organized and take the right next steps.

How Call Outcomes Are Mapped

Here’s how Salesmsg outcomes show up in HubSpot:

Salesmsg

HubSpot Outcome

busy

Busy

no-answer

No answer

voicemail

Left live voicemail

completed

Connected

failed

Wrong number

💡 Pro Tip:
When you leave a voicemail, HubSpot logs it as “Left live message” in the contact's activity timeline - this makes it easy to spot follow-up opportunities.

📌 How to Log a Voicemail Outcome

  1. Let an incoming Salesmsg call go to voicemail (or send it there manually).

  2. Leave a clear, helpful voicemail for the contact.

  3. Head to the contact’s record in HubSpot.

  4. In the timeline, check the call activity.

  5. You’ll see the outcome listed as “Left live message.”

  6. Use this info to trigger automations, schedule follow-ups, or include in reporting.


Track Every Call with Salesmsg in HubSpot

Salesmsg automatically logs all your calling activity directly inside HubSpot - no extra setup needed. Everything is saved to the contact's timeline so your team can stay organized and informed.

Here’s what you can do from the HubSpot timeline:

  • 🎧 Listen to call recordings and voicemails

  • Set the call outcome (Connected, No Answer, Voicemail, etc.)

  • 🔄 Update the call direction (inbound or outbound)

  • 📝 Add notes during or after the call

  • 🔗 Share recordings with your team

📊 Need insights?
You can build custom reports on call activity to track performance, trends, and team productivity.


Split Call Recordings

Smarter Call Transcripts with Split Recording

Salesmsg breaks down call transcripts line by line and labels them by speaker. This makes it much easier to read and review conversations - especially for coaching or follow-ups.

Powered by HubSpot Conversation Intelligence

If you have Sales or Service Hub Professional or Enterprise, you get even more:

  • 🔍 Speaker recognition - HubSpot knows who’s talking.

  • 📎 Transcript previews - See a quick summary right inside the contact record.

  • 🧠 Conversation insights - Perfect for training, analysis, and automation.


Call Records - Automatically Logged for You

Every time you make a call using Salesmsg in HubSpot, it’s automatically saved to the contact’s timeline.

This means you can:

  • Keep track of past conversations

  • 🔁 Easily review previous calls

  • 👥 See a full history across all contacts

No need to log anything manually - it’s all done for you, so you can focus on the next call.


Frequently Asked Questions

What does call forwarding cost?

For calls within the U.S. and Canada, the rate is 2 message credits per minute.

Can multiple team members answer the same inbound call in HubSpot?
Not at the same time. Only one person can pick up the call.
However, all team members who are part of the Salesmsg Inbox will see the incoming call and have a chance to answer it.


Need Help? ✋🏻

Contact us on live chat or send an email to us at [email protected].

Did this answer your question?