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3CX + HubSpot
3CX and HubSpot, working as one system
HubSpot is where your sales and marketing live; 3CX is where the calls happen. Connected properly, a ringing phone opens the contact's timeline, every call lands on that timeline when it ends, and your team dials from the record instead of a handset — with no HubSpot calling minutes to buy.
- Contact and company matched as the call rings
- Calls logged as HubSpot call activities
- Click-to-dial from any HubSpot record
- Unknown callers created as contacts
What it does
3CX and HubSpot, call by call
Caller ID from HubSpot
Inbound calls are looked up against HubSpot contacts and companies. The name shows on the desk phone, the mobile app and the web client.
Timeline logging
Each call is written to the contact's timeline as a call activity — direction, duration, the user who handled it. Reports and sequences see it like any other HubSpot call.
Click-to-dial everywhere
Phone numbers on contacts, companies and deals become dial links through the 3CX browser extension. Outbound calls go through your 3CX lines.
No HubSpot calling minutes
Calls run on your 3CX system and our Australian network, so you are not buying HubSpot calling minutes or extra seats to make phone calls.
New callers, new contacts
When an unknown number calls, 3CX can create the contact so marketing attribution and follow-up start from the first conversation.
Works with free and paid HubSpot
The integration uses a HubSpot private app you authorise. It works on free CRM and every paid hub — we will confirm the scopes before touching anything.
How it is set up
You create a private app in HubSpot with the minimum scopes, we connect it to your 3CX system, and we map what should be looked up and what should be logged. Then we roll it out per user — the browser extension, a five-minute walkthrough, done. Most HubSpot connections are live the same day.
What it does not do
It will not replace HubSpot's own calling if you want call recordings stored inside HubSpot — recordings live in 3CX, where your retention policy applies. If that matters to your workflow, tell us and we will show you the trade-offs before you decide.
How it is set up
Four steps, usually inside a day
You keep the keys. We do the mapping, the rollout and the looking-after.
Authorise
A HubSpot private app with only the scopes the integration needs. You keep the keys.
Map
Which objects are looked up, what gets logged, and which users it applies to.
Roll out
Browser extension and a short walkthrough per user. Same-day for most teams.
Look after it
We monitor the connection. When HubSpot changes its API, we fix it — you do not find out from a broken screen pop.
Common questions about the HubSpot integration
Do we need HubSpot Sales Hub to use the integration?
No. The integration works with the free HubSpot CRM and with any paid hub. Some HubSpot reporting features depend on your HubSpot tier, but caller ID, logging and click-to-dial do not.
Are calls recorded into HubSpot?
Call recordings stay in 3CX under your retention policy. The HubSpot activity records that the call happened, who handled it and how long it took. If you need recordings inside HubSpot we can talk through options.
Can it log calls for some users and not others?
Yes. The integration is enabled per 3CX user, so reception or a support queue can be excluded while sales is logged.
Still have questions? Talk to a local specialist — no call centre, no scripts. Contact us
Industries
Where HubSpot and 3CX usually turn up
Real Estate & Property
Agencies and property managers who live on the phone, work from open homes, and cannot lose a lead.
See how we helpLegal & Professional Services
Law, accounting and advisory firms where confidentiality, billable time and reliable communication are non-negotiable.
See how we helpConstruction & Trades
Builders, trades and contractors with a team on the road, a site office that moves, and jobs that cannot wait for IT.
See how we helpSalesforce
Leads, contacts and accounts looked up as calls ring, calls logged as Salesforce tasks, click-to-dial from Lightning.
3CX + SalesforceZoho CRM
Contacts and leads matched from Zoho CRM, calls logged to the Calls module, click-to-dial — including Zoho One and Bigin.
3CX + Zoho CRMMicrosoft Dynamics 365
Contacts, accounts and leads matched from Dynamics 365 Sales or Customer Service, calls logged as phone call activities.
3CX + Microsoft Dynamics 365Get a quote
Ready to connect HubSpot to 3CX?
Tell us which edition you run and what should happen when the phone rings. We will confirm whether it is a template, middleware or custom work, and quote it.
Prefer to talk?
1300 718 857Monday to Friday, 8:30am – 5:30pm ACST. 24/7 support for managed customers. Existing customer with a fault? Go to support.
- Written, itemised quote within one business day
- No obligation — we will say if you should stay put
- Titanium 3CX Partner, one of six in Australia