RingCentral–HubSpot Call Logging Setup
Budget: $250 – $750 USD
I need RingCentral configured and fully integrated with our HubSpot instance so every inbound call is automatically logged as an activity. The log must capture the caller ID and any notes entered during or immediately after the conversation; these details have to sync in real time to the matching contact, or create a new one when no match is found.
Key tasks include:
1. RingCentral integration with HubSpot - track lead calls coming into RingCentral in HubSpot
2. Set up directory - need to be able to route calls coming into the company employees and also to the Sales Team's mobile phones
3. Set up the Ai Receptionist to provide smart and quick coverage 7/24/365
• Fine-tune RingCentral settings (permissions, call queues, webhooks) to enable HubSpot API access.
• Build or deploy the connector that writes inbound-call data into HubSpot’s Call object, mapping caller ID and notes to their respective fields.
• Validate that no duplicate activities are created and that call ownership is attributed correctly to the answering rep.
• Provide a short hand-off guide so my team can adjust field mappings or troubleshoot future updates.
Acceptance is simple: place a test inbound call, see the activity appear instantly in HubSpot with the correct caller ID and your sample notes. Once that passes, the job is done.
Key tasks include:
1. RingCentral integration with HubSpot - track lead calls coming into RingCentral in HubSpot
2. Set up directory - need to be able to route calls coming into the company employees and also to the Sales Team's mobile phones
3. Set up the Ai Receptionist to provide smart and quick coverage 7/24/365
• Fine-tune RingCentral settings (permissions, call queues, webhooks) to enable HubSpot API access.
• Build or deploy the connector that writes inbound-call data into HubSpot’s Call object, mapping caller ID and notes to their respective fields.
• Validate that no duplicate activities are created and that call ownership is attributed correctly to the answering rep.
• Provide a short hand-off guide so my team can adjust field mappings or troubleshoot future updates.
Acceptance is simple: place a test inbound call, see the activity appear instantly in HubSpot with the correct caller ID and your sample notes. Once that passes, the job is done.