Prerequisites

• An active Ringover Business account.
• Administrative or technical account permissions in Ringover.
• Superadmin privileges in HubSpot.
• A Unified Ringover account to view WhatsApp conversation histories on your HubSpot.

☝️ The Omnichannel Communication is required to view full WhatsApp and message conversation histories on your HubSpot customer profiles.

1. Call types: Manage and filter categories for inbound, outbound, or missed calls.
2. Include recordings in call logs: Select which audio recordings (e.g., "All files") are attached to call logs.
3. Restrict access to recordings: Toggle switch to limit user access permissions for audio recordings.
4. Phone numbers: View and manage connected phone lines or select specific numbers.
5. SMS messaging numbers: Select and manage phone numbers designated for SMS messaging.
6. Link users with an account: Map HubSpot users or agents to their corresponding system account via "Manage users".
7. Assign missed IVR calls to: Choose a specific user or team member (e.g., "Diane Camille") to assign unhandled IVR calls.

8. Log internal calls: Toggle switch to automatically log internal team calls within HubSpot.
9. Include Empower summaries and transcripts in call logs: Toggle switch to attach AI transcripts and call summaries to call logs.
10. Log Empower meeting summaries as: Select the record format used to save Empower meeting summaries (e.g., "Notes").
11. Generate the call transcript with: Choose the engine used to transcribe calls (e.g., "HubSpot (from Ringover audio)").
12. Create tasks automatically: Toggle options to create CRM tasks automatically for specific activity types: Calls: Automatically generate tasks for call events. Email: Automatically generate tasks for email events. To do: Automatically generate general to-do tasks.
13. Include scenario name in call logs (for incoming IVR calls): Toggle switch to append the specific IVR scenario name to incoming call logs.
14. Select contact manually: Toggle switch allowing users to manually choose or search for contacts when logging calls.

15. Logs display language: Select the display language for call log details (e.g., "fr").
16. Custom URL: Text field to input a custom app/server endpoint URL (e.g., [https://app.hubspot.com](https://app.hubspot.com)).
17. Use tags to update the "Lead status" field: Toggle switch to update HubSpot lead status fields automatically using call tags.
18. Link tags to call type: Toggle switch to map call tags directly to call types.
19. Link tags to call outcome: Toggle switch to map call tags directly to call outcomes.
20. Type of object created: Select the default HubSpot object created for new records (e.g., "Contacts").
21. Log activities on the company page: Toggle switch to automatically log communication activities on the associated company record page.
22. Log SMS messages as: Choose the record type used when saving SMS logs (e.g., "SMS messages").
23. Add engagement even if no contact is found: Toggle switch to log activity records in HubSpot even when no matching contact exists.

24. Use call activities in HubSpot Workflows: Toggle switch to enable call activity events to trigger automated HubSpot workflows.
25. Link activities to non-closed deals: Toggle switch and dropdown to map communication activities to open deals.
26. Assign a contact after a set amount of time: Toggle switch and time slider (e.g., "0 s") to delay contact assignment.
27. Log outbound/inbound calls longer than: Toggle switch and duration slider (e.g., "0 s") to set a minimum call duration threshold for logging.
28. Log WhatsApp messages: Toggle switch to save WhatsApp chat logs directly to HubSpot.
29. Assign an owner when a new contact or company is created: Toggle switch to assign default ownership automatically when new contact or company entries are created
30. Create contact for calls: Specify which calls trigger automatic contact creation (e.g., "All calls").
31. Create contact for SMS messages: Choose whether incoming/outgoing SMS messages trigger automatic contact creation (e.g., "None").

32. Create contact for WhatsApp messages: Toggle switch to automatically generate new CRM contacts from WhatsApp conversations.
33. Sync contacts (v4): Toggle switch to enable general contact synchronisation with HubSpot.
34. Sync contacts on a call-by-call basis: Toggle switch to trigger contact synchronisation individually as each call occurs.
35. Display contact's info during call and only store their info if call-by-call basis is activated: Toggle switch to present contact details on the dialler during calls while conditionally restricting data storage unless call-by-call sync is active.
36. Tickets: Section to configure the ticket pipeline where calls, SMS, and WhatsApp messages are logged via "Configure".
37. Mapped fields: Select HubSpot fields to display in the dialler's Info section via "Add or edit fields".

💡 Ensure call recording is activated in your Ringover settings to automatically access call playbacks, voicemails, and Empower AI transcription summaries directly inside your HubSpot activity logs.