Why Integrate CloudTalk’s Call Recording with HubSpot?

With CloudTalk’s Call Recording built right into HubSpot, every call is automatically recorded, stored, and linked to the right contact, deal, or opportunity—no manual steps, no missing context.

Managers can instantly access recordings while reviewing deals, new reps can learn from real customer conversations connected to their accounts, and compliance checks take seconds with calls stored right where you need them.

Cut down on manual work, avoid errors, and keep your CRM effortlessly up to date.

Customize How—and When—You Record Calls

Sales, support, compliance—whatever your team’s focus, CloudTalk gives you the flexibility to set up call recording that fits your workflow.

• Automatic Call Recording: Capture every inbound and outbound call automatically. Great for training, QA, and keeping things compliant—no extra steps required.

• On-Demand Recording: Let agents decide when to start or stop a recording—perfect for handling sensitive conversations.
• Custom Retention Policies: Set your own storage timelines and access policies to stay fully compliant, without the headache.

How To Set Up Cloudtalk’s HubSpot Integration

• Sign in to your HubSpot account and ensure you have a CloudTalk Essential plan.
• Log in to your CloudTalk account and navigate to Settings > Integrations.
• Select HubSpot from the integration list and click “Add Integration”.
• Sign in to your HubSpot account when prompted and authorize data access.
• Configure your settings for workflows, call logging, and synchronization rules.
• Map custom fields by matching HubSpot and CloudTalk naming conventions.

Take Recording Further with Call Intelligence

Recording calls is just the first step. CloudTalk’s Conversation Intelligence turns every recording into rich and easy-to-use data.

Features like Sentiment Analysis and Topic Extraction help you understand not just what was said, but how customers felt and why it mattered.

These deeper insights help you to spot patterns, track customers’ emotions, and surface recurring issues, without sifting through hours of recordings.

How To Set Up Cloudtalk’s HubSpot Integration

• Sign in to your HubSpot account and ensure you have a CloudTalk Essential plan.
• Log in to your CloudTalk account and navigate to Settings > Integrations.
• Select HubSpot from the integration list and click “Add Integration”.
• Sign in to your HubSpot account when prompted and authorize data access.
• Configure your settings for workflows, call logging, and synchronization rules.
• Map custom fields by matching HubSpot and CloudTalk naming conventions.