Automating contact creation in HubSpot

While editing your HubSpot integration’s settings, you can define automatic creation of phone contacts. They are based on their caller numbers saved in Call Tracking, for each call on your tracking numbers. This means that you can map HubSpot fields with Dexem fixed or variable values, so that after each call the data is directly collected in the right place in Salesforce.

To do this, click on Configure for HubSpot in the Integrations tab. Then, in the edition form, get to the Contact Creation in HubSpot part.

There, you can activate or deactivate the option for automatic creation of a new contact in HubSpot, if the caller number has not been found in your existing contacts.

You can also relate the new contacts generated by calls on tracking numbers to another call owner by default in HubSpot.

If automatic contact creation is activated, you can also edit the default name given to new contacts. They can be plain text, or contain variables such as the caller number ($caller_number), the name of the tracking number ($source) or the tracking number itself ($called_number). This way, you can easily spot new phone contacts on your tracking numbers in HubSpot, like in the following example:

Then, you can map HubSpot fields with values or variables in your Call Tracking account, so you can automatically show even more accurate call data in your HubSpot account.

This mapping can be done through custom properties. Custom properties are text fields from where the data will be added to the contact’s data in HubSpot (for example, Lead Status = Prospect, …). Click on the Add button to set a new custom property.

On the left, you can select a field from your HubSpot account, may it be custom or available by default. Click on the field to display a dropdown menu and make your selection.

On the right, you can type a fixed value, or refer to a Dexem variable to complete field mapping. Each field can read plain text, one or more variables, or a mix of both.

For plain text, just type it down in the field. For example, the caller’s language can be defined as plain text, if all your callers all speak the same language. Then, in each new phone contact, this language data will be automatically filled in.

To map a field with a Dexem variable, just type the $ symbol in the field to see the list of available variables displayed. Then, select the variable to map. You can also add more than one variable, or include some plain text in the same field.

For example, you can map a HubSpot field called Traffic Source with Dexem’s variable *traffic_source. Then, for each new phone contact, this will automatically display which traffic source the call is coming from.

Depending on your account settings (type of call tracking, custom fields), specific variables will be available. Again, to display the list of your variables, just type in the $ symbol. Below, you can see an exhaustive list of all existing variables: