The Ringover integration lets you call contacts from HubSpot and review your communications on their records. This guide shows you how to start a call, find logged activities, and access recordings and Empower transcriptions.
How to make calls and review Ringover activities in HubSpot
1. Call a contact from their HubSpot record
Open a contact record and use either of these methods:
Click the Call icon, then select the phone number.
Click the number in the Phone Number section.
The HubSpot dialer opens with the selected number. If HubSpot asks you to Open calling window, follow the prompt to open the Ringover dialer. Keep that window open during your call.
For more information, see How to use the new Ringover Dialer in HubSpot.
2. Find calls and messages on a contact record
Open the contact’s activity feed in HubSpot to find their logged calls and messages, including SMS and WhatsApp, alongside other activities.
3. Listen to call recordings and voicemails
This feature must be activated in your Ringover account beforehand.
In the HubSpot activity feed, open a call activity to find its call playback section. To open the playback in a new browser window, click the icon to the right of the trash can, highlighted in the image below.
4. Review call notes, tags, and comments
Notes, tags, and comments added to a call in the Ringover dialer appear in the corresponding HubSpot activity. Open the activity to review them.
5. Open an Empower transcription
If you subscribe to Empower and have linked it to your HubSpot account, the transcription link appears below the notes and tags in the call activity. Click the link to open the transcription in Empower.
Troubleshoot common integration issues
Missing call recordings in HubSpot: Check whether the affected phone number is enabled for CRM integration in your integration settings under Phone numbers.
Contacts displayed as “New RingOver Contact”: Check whether several HubSpot contacts share the same phone number.
Calls on custom objects: If you need call activities associated with custom objects, review the relevant association workflow in HubSpot.
You can now call contacts from HubSpot and review their Ringover activities from the contact record.