Overview
The Zuper Connect ↔ HubSpot Integration enables automatic synchronization of call activities between your Zuper Connect account and HubSpot CRM. This ensures that all customer communications are accurately recorded in a single system of record. This integration is beneficial for:- Teams using Zuper Connect for customer communication.
- Sales and service teams working in HubSpot who require a complete call history for improved coordination and context.
What is Call Activities Sync?
The Call Activities Sync feature automatically logs every call made or received in Zuper Connect into HubSpot, eliminating the need for manual updates. Details captured include:- Date & Time
- Contact & Deal Association
- Call direction (inbound/outbound) and outcome
- Call duration and recording (if available)
- AI-generated call summary (if available)
Key Benefits
| Benefits | How it helps |
|---|---|
| Unified Call History | All calls in Zuper Connect are automatically recorded in HubSpot. |
| Better Customer Context | Sales and service teams can view the full communication history. |
| Improved Reporting | Call volumes, outcomes, and deal impact can be analyzed in HubSpot. |
| No Manual Logging | All calls are synced automatically, preventing duplication of effort. |
| Enhanced Team Coordination | Service and sales teams remain aligned through shared visibility of interactions. |
Setting Up Call Activities Sync
Prerequisites Before enabling Call Sync, ensure you have:- An active Zuper Connect subscription with calling enabled
- A HubSpot CRM account with integration permissions
- TheZuper–HubSpot integration is installed.
Configuration Steps
Once the prerequisites are met, you can configure the Call Activities Sync within Zuper Connect. The configuration process involves enabling the integration in your account settings and activating the sync option to ensure that all call activities are automatically logged in HubSpot. Follow the steps below to complete the setup: Step 1. Open Integration Settings- In Zuper Connect, go to your Dashboard
- Click the Profile Menu → Select App Store
- Navigate to the CRM category.
- Select HubSpot from the list.
- Click Configure Settings.
- Find Sync Zuper Connect Calls with HubSpot.
- Set this option to Yes.
- Click Update.
How Call Activities Appear in HubSpot
Once enabled, call activities from Zuper Connect are automatically logged in HubSpot under the respective deal, ticket, or contact records, making them easily accessible to users.In Deal / Ticket Records
| Where It Appears | Details Displayed |
|---|---|
| Activities Tab → Calls Filter | Call direction (Inbound/Outbound), Call outcome (e.g., Connected, Missed, etc.), Duration, Timestamp, Related Zuper Job, and “View in Zuper Connect” link for full details |
In Contact Records
| Where It Appears | Details Displayed |
|---|---|
| Activities Timeline | Chronological call logs with full context, call recordings (with playback & download links), and Job/Deal association details |
Data Synced Between Zuper Connect & HubSpot
The integration ensures that essential call details are transferred seamlessly between Zuper Connect and HubSpot, keeping both platforms updated.| Category | Information Synced |
|---|---|
| Call Details | Date, Time, Duration, Direction, Outcome |
| Associated Records | HubSpot contact ↔ Zuper customer, HubSpot deal/ticket ↔ Zuper job |
| Contextual Info | Job references, notes, call recordings |
Troubleshooting
In case call activities do not appear in HubSpot as expected, use the following guidelines to identify and resolve common issues.| Issue | Resolution |
|---|---|
| Calls not syncing | Verify integration settings → Ensure “Sync Calls” is enabled |
| Missing call details | Review field mappings & associations |
| Duplicate entries | Avoid manual entries in HubSpot; review sync frequency in integration settings. |