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How to connect HubSpot and OpenPhone
Create a New Scenario to Connect HubSpot and OpenPhone
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or OpenPhone will be your first step. To do this, click "Choose an app," find HubSpot or OpenPhone, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the HubSpot node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
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Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the HubSpot and OpenPhone Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the HubSpot and OpenPhone Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring HubSpot, OpenPhone, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the HubSpot and OpenPhone integration works as expected. Depending on your setup, data should flow between HubSpot and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect HubSpot and OpenPhone
OpenPhone + HubSpot + Slack: When a call ends in OpenPhone, create a call engagement in HubSpot to log the call details and then send a Slack message to notify relevant team members about the completed call.
OpenPhone + HubSpot + Google Sheets: After a call in OpenPhone, save the call details as a new contact in HubSpot (or update existing contact). Finally, add a new row to a Google Sheet to track call metrics and outcomes.
HubSpot and OpenPhone integration alternatives
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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About OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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FAQ HubSpot and OpenPhone
How can I connect my HubSpot account to OpenPhone using Latenode?
To connect your HubSpot account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and OpenPhone and click on "Connect".
- Authenticate your HubSpot and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger OpenPhone calls from new HubSpot form submissions?
Yes, you can! Latenode lets you automate this, instantly dialing leads from new HubSpot submissions. Improve your sales engagement and never miss a follow-up, leveraging Latenode’s no-code builder.
What types of tasks can I perform by integrating HubSpot with OpenPhone?
Integrating HubSpot with OpenPhone allows you to perform various tasks, including:
- Automatically create new OpenPhone contacts from new HubSpot contacts.
- Log OpenPhone call details as notes within HubSpot contact records.
- Trigger SMS campaigns in OpenPhone based on HubSpot workflow stages.
- Update HubSpot contact properties based on OpenPhone call outcomes.
- Send internal notifications about missed OpenPhone calls via HubSpot tasks.
How secure is HubSpot data when integrating with OpenPhone on Latenode?
Latenode uses secure authentication protocols and encryption to protect your HubSpot and OpenPhone data during integration. You control data access and permissions within workflows.
Are there any limitations to the HubSpot and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- High-volume API requests may be subject to HubSpot and OpenPhone rate limits.
- Custom field mappings might require initial setup configuration.
