How to Set Up Aircall with HubSpot (Step-by-Step)

By WorkflowVerdict  |  Last Updated: April 2026  |  Setup guide verified against Aircall Help Center

Aircall's HubSpot integration is one of the most powerful things you can do for your sales or support team — and it takes less than 15 minutes to set up. Once connected, every call automatically logs to the right Contact, Deal, or Ticket in HubSpot. Recordings, notes, tags, and call outcomes sync without anyone touching a keyboard.

This guide walks you through the complete setup process step by step — from installing the integration to configuring workflows that automate your post-call follow-up. No technical background required.

🔗 What You Get After Setup:

  • Every call auto-logged to HubSpot contacts, deals & tickets
  • Insight Cards — caller's full HubSpot history appears before you pick up
  • Click-to-dial directly from any HubSpot record
  • Call recordings & transcriptions accessible inside HubSpot
  • Automated workflows triggered by call outcomes and tags
  • Power Dialer campaigns built from HubSpot contact lists
⚠️ Before You Start — What You Need:
  • An active Aircall account (Essentials or higher)
  • Admin access to both Aircall and HubSpot
  • Salesforce integration and Power Dialer require the Professional plan
  • HubSpot Super Admin or App Marketplace permissions

How the Aircall + HubSpot Integration Works

When Aircall and HubSpot are connected, the two platforms share data in real time. Aircall handles everything phone-related — making and receiving calls, recording conversations, routing to the right agent. HubSpot handles all the customer data — contacts, deals, tickets, and history.

The integration bridges these two: when a call happens in Aircall, HubSpot knows about it immediately. When a contact exists in HubSpot, Aircall surfaces that context to your agent before they even say hello.

HubSpot named Aircall a 2026 Essential App for Sales — for the fourth consecutive year. Over 10,000 companies run this integration daily, logging 875,000+ calls per month directly into HubSpot automatically.


Part 1: Install the Integration

⏱ Time required: 5 minutes

1

Log in to your Aircall Admin Dashboard

Go to dashboard.aircall.io and sign in with your admin credentials. Only account admins can install integrations — agent-level accounts won't see the integrations menu.

2

Go to Integrations & API → HubSpot

In the left sidebar, click Integrations & API. You'll see a list of available integrations. Find HubSpot — it's usually near the top since it's the most popular. Click on it.

3

Click "Install Integration"

Click the Install Integration button. A popup window will appear asking you to authorize access to your HubSpot account. If you're not already logged in to HubSpot in your browser, you'll be prompted to log in now.

4

Choose your HubSpot account and authorize

Select the HubSpot account you want to connect from the dropdown. If you manage multiple HubSpot portals, make sure you select the correct one. Click Choose account, then click Connect app to authorize Aircall's access.

📌 Note: Aircall will automatically create custom contact properties in HubSpot at this point — these are needed for workflow automation later. If you see a notification that some properties couldn't be created, don't panic. The integration will still work, but you'll need to add those properties manually. Aircall's help center has a guide for this.
5

Select the Aircall numbers to link

You'll be asked to choose which Aircall phone numbers should be connected to HubSpot. Select the numbers your sales or support team uses. At least one number must be linked for calls to log in HubSpot. You can add or remove numbers later from the dashboard.

Test the connection

Click Create a test call log to verify the integration is working. Check your HubSpot account — you should see a test call activity appear in your contacts. If it shows up, you're connected. Click Return to dashboard to begin configuring your settings.

Installation complete. Your Aircall and HubSpot accounts are now connected. Calls from linked numbers will automatically log to HubSpot from this point on.

Part 2: Configure Your Integration Settings

⏱ Time required: 5–10 minutes  |  This is where most teams get it wrong — don't skip this part.

After installation, you'll be redirected to the HubSpot integration settings inside your Aircall Dashboard. You can return to these settings anytime via Integrations & API → HubSpot → Settings.

⚙️ Setting 1: Call Outcomes

This controls what gets logged as the outcome of each call in HubSpot. For each call type (answered inbound, missed inbound, answered outbound, etc.), you choose the HubSpot Call Outcome that should be applied.

Recommended setup:

  • Answered inbound → Connected
  • Missed inbound → No answer
  • Answered outbound → Connected
  • Unanswered outbound → No answer
  • Voicemail left → Left voicemail

⚙️ Setting 2: Ticket Creation

Decide whether Aircall should automatically create or update HubSpot tickets for each call. This is essential for support teams using HubSpot's Help Desk or Service Hub.

Configure for each call type:

  • Select the HubSpot pipeline where tickets should be created (e.g., "Support Pipeline")
  • Select the pipeline stage where new tickets will appear (e.g., "New")
  • Choose whether missed calls should also create tickets — useful for support teams to ensure no call goes unresolved

⚙️ Setting 3: General Settings — Contact & Ownership Sync

In the General Settings section, configure how contacts and ownership sync between the two platforms:

  • Contact association: Enable automatic association of calls to the matching HubSpot contact based on phone number
  • Contact owner: Automatically assign calls to the HubSpot contact owner — ensures the right rep is notified
  • SMS logging: Turn on if you want SMS sent via Aircall to also log in HubSpot
  • Unknown contacts: Decide whether calls from unknown numbers (not in HubSpot) should still create a log

Part 3: Set Up Call Tags

⏱ Time required: 5 minutes  |  Unlocks workflow automation

Tags are labels your agents apply to calls after hanging up — "Qualified Lead," "Callback Needed," "Deal Won," "Not Interested," etc. When tags sync to HubSpot, they become powerful triggers for automated workflows.

A

Create your tags in Aircall

Go to Aircall Dashboard → Call Settings → Tags. Click Add a tag, give it a name, and assign a color. Create one tag for each call outcome your team uses. Common tags: Qualified, Not Interested, Callback, Deal Closed, Left Voicemail, Wrong Number.

B

Map tags to HubSpot call outcomes (optional but recommended)

Back in HubSpot Integration Settings → Call Outcomes, use the Custom Outcome section to map specific Aircall tags to specific HubSpot outcomes. Example: map the "Bad Call" tag to the HubSpot outcome "No Answer" so it logs correctly even if the call was technically answered.

C

Train your team to tag every call

After every call ends, agents should apply the relevant tag before closing the Aircall app. This takes 5 seconds and is what makes your HubSpot data clean, filterable, and automation-ready. Make it a non-negotiable part of your call workflow.


Part 4: Configure Insight Cards

⏱ Time required: 3 minutes  |  The feature your agents will love most

Insight Cards are the popup that appears in the Aircall app when an inbound call comes in. They show your agent the caller's HubSpot data before they answer — name, company, deal stage, last contact date, open tickets, and anything else you configure.

To customize what appears on Insight Cards:

  1. Go to Aircall Dashboard → Integrations & API → HubSpot → Settings
  2. Find the Insight Card section
  3. Choose which HubSpot properties to display — contact name, company, deal value, lifecycle stage, last activity, open tickets
  4. Drag to reorder properties by importance
  5. Save your configuration
💡 Recommended Insight Card setup for sales teams:
Contact name → Company → Deal stage → Deal value → Last contacted → Contact owner
💡 Recommended Insight Card setup for support teams:
Contact name → Company → Open tickets → Last ticket subject → Subscription tier → Last contacted

Part 5: Build HubSpot Workflows Triggered by Calls

⏱ Time required: 10–15 minutes  |  Where the real automation happens

This is the most powerful part of the integration. Because Aircall tags and call outcomes log as custom properties in HubSpot, you can build automated workflows that fire based on what happened on a call — without any manual work from your reps.

Workflow Example 1: Automatic Follow-Up Email After Qualified Call

Trigger:

Aircall Tag = "Qualified" is applied to a contact

Actions:

  1. Wait 30 minutes
  2. Send follow-up email: "Great speaking with you — here's the information I mentioned..."
  3. Create a task: "Send proposal" assigned to the contact owner, due in 24 hours
  4. Update Lifecycle Stage → SQL (Sales Qualified Lead)

Workflow Example 2: Missed Call Auto-Response

Trigger:

Call Outcome = "No Answer" (inbound missed call)

Actions:

  1. Immediately send SMS: "Sorry we missed your call! We'll call you back within 2 hours."
  2. Create task: "Return missed call" assigned to contact owner, due in 2 hours
  3. If no callback within 4 hours → send internal Slack notification to team lead

Workflow Example 3: Deal Creation After Sales Call

Trigger:

Aircall Tag = "Deal Closed" is applied

Actions:

  1. Create a new Deal in HubSpot associated with the contact
  2. Set Deal Stage → Closed Won
  3. Notify the sales manager via internal email
  4. Enroll contact in onboarding email sequence

To build these: go to HubSpot → Automation → Workflows → Create Workflow → Contact-based. Set your trigger as a contact property (the Aircall custom properties appear here automatically after installation).


Part 6: Use Power Dialer with HubSpot Contact Lists

⚠️ Requires Aircall Professional plan

The Power Dialer is where the Aircall + HubSpot combination becomes a serious outbound sales machine. Instead of manually dialing numbers, your rep opens a HubSpot contact list, loads it into Aircall's Power Dialer, and it automatically dials through every contact — one after another — while displaying each contact's HubSpot data on screen.

How to run a Power Dialer campaign from HubSpot:

  1. Create a contact list in HubSpot — filter by the leads you want to call (e.g., "No Aircall activity in last 7 days" + "Lifecycle = Lead")
  2. Install the Aircall Chrome extension if you haven't already — go to the Chrome Web Store and search "Aircall for HubSpot"
  3. Open your HubSpot contact list in Chrome with the Aircall extension active
  4. Click "Power Dialer +" in the Aircall extension — it scans the page for phone numbers and queues them automatically
  5. Start the campaign — Aircall dials each contact, shows you their HubSpot data while the call rings, and logs the outcome automatically when you're done
  6. Tag each call — apply your outcome tags (Qualified, Callback, etc.) and they instantly trigger your HubSpot workflows
📈 Real result: Sales teams using Aircall's Power Dialer with HubSpot contact lists consistently report 30–40% more calls per rep per day compared to manual dialing — with every call automatically logged and actioned in HubSpot.

Part 7: Set Up Contact Data Sync (Optional)

Keeps contacts consistent between both platforms

The main integration handles call logging. But if you also want contacts to sync — so new contacts added in HubSpot automatically appear in Aircall and vice versa — you need to install a second, separate integration called HubSpot Data Sync.

To set up Data Sync:

  1. In HubSpot, click the Marketplace icon in the top navigation bar
  2. Go to App Marketplace and search "Aircall"
  3. Select the Aircall result that says "Data Sync" below the title
  4. Click Install app, then Connect to Aircall and authorize
  5. Choose your sync direction: one-way (HubSpot → Aircall) or two-way
  6. Click Save and sync — initial sync may take a few minutes, then contacts update within 5–10 minutes of any change
⚠️ Important: HubSpot Data Sync only syncs contacts with a valid email address by default. If you have contacts with phone numbers but no email, disable this filter in the sync settings to include them.

Common Issues & Quick Fixes

❌ Calls aren't logging in HubSpot

Fix: Check that the phone number used for the call is connected to the integration. Go to Aircall Dashboard → Integrations → HubSpot → confirm your numbers are listed and active. Also check that the integration status is "Active" and not paused.

❌ Insight Cards not showing up

Fix: The caller's number must exist in HubSpot as a contact. If the number isn't matched to any contact, no Insight Card will appear. Make sure your HubSpot contacts have accurate phone numbers in the correct format (include country code).

❌ HubSpot workflows not triggering from Aircall tags

Fix: The Aircall custom properties must exist in HubSpot for workflow triggers to work. If they weren't created automatically during installation, add them manually — Aircall's help center has a step-by-step guide for this. Search "HubSpot custom properties" in Aircall's help center.

❌ Power Dialer not picking up numbers from HubSpot list

Fix: Make sure the Aircall Chrome extension is installed and active. Refresh the HubSpot contact list page after installing the extension. Phone numbers in HubSpot must be in a standard format for the extension to detect them.

❌ Calls logging to wrong contact in HubSpot

Fix: This happens when the same phone number exists on multiple HubSpot contacts. HubSpot associates the call to the most recently updated contact. Clean up duplicate contacts in HubSpot — use HubSpot's built-in duplicate management tool under Contacts → Actions → Manage duplicates.


✅ Setup Checklist

Use this to confirm your integration is fully configured before going live:

☐  Integration installed from Aircall Dashboard → Integrations & API → HubSpot

☐  HubSpot account authorized and connected

☐  Phone numbers linked to the integration

☐  Test call log created and confirmed in HubSpot

☐  Call outcomes configured for each call type

☐  Ticket creation settings configured (support teams)

☐  Insight Cards customized with relevant HubSpot properties

☐  Call tags created in Aircall

☐  Tags mapped to HubSpot call outcomes

☐  At least one HubSpot workflow built on call data

☐  Chrome extension installed (for Power Dialer)

☐  Team trained on tagging calls after every conversation


Don't Have Aircall Yet?

If you're not on Aircall yet, the HubSpot integration is available on a 7-day free trial — no credit card required. You can test the full setup including call logging, Insight Cards, and HubSpot sync before committing to a plan.

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