Contacts and leads
Import contacts from your CRM and export IllyVoIP leads using the connection’s sync options.
All features
HubSpot Integration
Your conversations. Connected to HubSpot.
Bring contacts, calls, SMS and appointments into a connected workflow, with sync options you control in IllyVoIP.
Your customer context, connected
IllyVoIPHubSpot
Contacts & leadsKeep context together
Calls & SMSLog selected activity
AppointmentsBring plans into view
Keep useful activity
with the customer.
Choose which parts of your IllyVoIP workflow connect to HubSpot.
Calls and messages
Choose whether to log calls and SMS to your CRM. Recording attachments have their own option.
Appointments
Import CRM appointments to bring planned customer activity into the connected workflow.
How it works
Connect once.
Choose what follows.
Configure the HubSpot connection in Settings → Integrations → CRM Integration.
Connect your CRM
Use the HubSpot connection flow with an account authorized to grant the requested access.
Select the sync options
Review contact imports, lead exports, call and SMS logging, recording attachments and appointment imports.
Review contact changes
Choose whether conflicting changes to mapped contacts need review or sync automatically in both directions.
Check sync activity
Review the last-sync information. Sync now runs in the background, so you can continue using the portal.
Automation with
deliberate choices.
Keep the connection aligned with how your team handles customer information.
- Review updates
- When the same mapped contact changes in both systems, the review option lets your team inspect the pending update.
- Recording attachments
- Enable attachments only when appropriate for your workflow and recording access. The CRM setting is separate from your recording configuration.
- A specific CRM connection
- This page describes HubSpot. For custom systems, review the documented API and webhook options. Developer tools
A few useful
details.
Ask our teamDoes everything sync automatically?+
Sync runs automatically while the CRM is connected and enabled, according to your selected options. Review the last-sync information and any pending contact updates.
Can I choose which activity is logged?+
Yes. Call logging, SMS logging and recording attachments are separate options, alongside contact, lead and appointment settings.
What happens when a contact changes in both systems?+
The portal offers review of updates or automatic synchronization in both directions for mapped contacts. Choose the behavior that fits your team.
Bring customer context together.
Review the HubSpot connection and choose the information your team needs to keep in sync.