HubSpot integration

The HubSpot integration logs every call you make or take in CallForges on the timeline of the matching HubSpot contact, as a HubSpot call or as a note. It also lets you browse your HubSpot contacts inside CallForges and import them as contacts to call.

Written by CallForges Support · Updated 22 October 2026

Before you start

• You need a CallForges owner or admin role to connect, configure or disconnect HubSpot. Other users don't see the integration settings, but their calls are logged once they are mapped.
• You need a HubSpot user who is allowed to install apps in the HubSpot account, such as a Super Admin.
• One CallForges workspace connects to one HubSpot account.

Connect HubSpot

1. In CallForges, open Integrations and choose HubSpot.
2. Click Connect. HubSpot opens in the same tab.
3. Sign in to HubSpot if asked, choose the HubSpot account, review the permissions and click Connect app. While the app is waiting for HubSpot Marketplace review, HubSpot may ask you to confirm that you want to install it.
4. You come back to the Connection tab, which shows the HubSpot account, who connected it and when.

If the HubSpot account is already connected to another CallForges workspace, CallForges asks before moving it. That other workspace then stops logging calls to HubSpot.

If HubSpot later asks CallForges to sign in again (for example, after the app was uninstalled in HubSpot), the Connection tab shows Reconnect. Calls made in the meantime wait and are sent once you reconnect.

Map users

Calls are logged only for CallForges users who are matched to a HubSpot owner. The owner becomes the owner of the logged call in HubSpot. Open the Map users tab:

1. Click Auto-map by e-mail to match every user whose e-mail address is the same in both products.
2. For anyone left, choose their HubSpot owner from the list, or leave them on Not mapped.
3. Click Save.

Calls by an unmapped user are skipped, and each skip shows up in Activity with the reason. Use Show unmapped only to find the users who still need a match. After you map them, you can send their skipped calls from Activity.

Call logging settings

Open the Settings tab, change what you need and click Save changes.

Workflow: what each call becomes

Choose separately for outbound answered calls, outbound unanswered calls, inbound answered calls, missed calls and voicemails:

What each logged call includes

• Link to the recording adds a link to the call's page in CallForges, where the recording plays.
• Link to the transcript adds a link to the call's page in CallForges, where the transcript is read.

Recordings and transcripts stay in CallForges. They are not copied into HubSpot, and only signed-in users of your CallForges workspace can open the links.

Connected numbers

Leave Log calls on all numbers on to log calls on every number your workspace owns, including numbers bought later. Turn it off to pick the numbers to log. Calls on numbers that aren't picked are skipped.

When calls are logged

A call is written to HubSpot within a few minutes of ending, so the disposition and notes the user adds after the call are included. If the call is changed later, for example a new disposition, the same HubSpot call or note is updated.

Unknown numbers

CallForges finds the HubSpot contact by its phone or mobile number. In Settings → General:

• Create a HubSpot contact if the number isn't found: when no contact in HubSpot has the number, CallForges creates one so the call is still logged. When this is off, the call isn't logged and Activity shows that the contact wasn't found.
• Use the phone number as the new contact's name: used when CallForges has no name for the caller. When this is off, the new contact is named "Unknown caller". This applies only while creating contacts is on.
• Add HubSpot contacts to CallForges Contacts: when a call reaches someone who is in HubSpot but not in your CallForges Contacts, CallForges adds them to Contacts and links the two. Off by default.

New contacts count toward your HubSpot account's contact limits like any other contact.

Import contacts

The Contacts tab lists the contacts in your HubSpot account who have a phone number, read live from HubSpot. Each row shows the contact's company and whether they are already in CallForges, with a link to open them in HubSpot.

1. Search, or filter by a HubSpot list with All lists.
2. Select contacts, or import everyone in the chosen list.
3. Click Import and choose an existing CallForges list or name a new one.

Imported contacts become CallForges contacts linked to their HubSpot records, ready to call from a campaign or the dialer. Click Sync now to bring in later changes. CallForges doesn't copy your HubSpot data on a schedule; it reads HubSpot only when you open the tab, import or sync.

The list filter needs the optional lists permission. If you didn't grant it when connecting, the filter says so; reconnect HubSpot to grant it.

Log past calls

Connecting logs the calls that happen from then on. To send calls your workspace made before you connected, use Settings → Log past calls:

1. Under How far back, pick a date range. It reaches back up to 1 year.
2. Click Log past calls. CallForges counts the calls first and shows how many would be logged, and which users' calls would be skipped because they aren't mapped.
3. Confirm. A progress bar shows the calls being sent.

Past calls are sent in the background and never delay the logging of new calls. To stop a run, open Activity, go to the Queued tab and click Stop queued.

Activity

The Activity tab lists every call and what happened to it in HubSpot: logged (and whether as a call or a note), queued, failed or skipped, with the reason. You can retry one call, or use Retry all for every failed or skipped call that matches your filters. Never logged lists calls that were never sent to HubSpot.

If your HubSpot account's daily API limit is used up, CallForges pauses and shows how many calls are waiting. They are sent automatically once HubSpot accepts requests again. Nothing is lost.

Disconnect

1. Open Integrations → HubSpot.
2. Click Disconnect and confirm.

Calls stop being logged to HubSpot and the user mapping is cleared. CallForges gives up its access to your HubSpot account. Calls and notes already written stay in HubSpot, and your logging settings are kept in case you reconnect. You can also uninstall the app from HubSpot (Settings → Integrations → Connected apps) at any time; CallForges then shows Reconnect.

What CallForges can access

When you connect, CallForges asks HubSpot for these permissions on your account:

Your HubSpot access is stored encrypted and used only for the features above. See our Privacy Policy.