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Automatically log OpenPhone calls and texts in HubSpot, creating detailed contact histories. Latenode's visual editor makes it easy to customize data mapping and trigger follow-up actions, while affordable pricing lets you scale without cost concerns.
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Create a New Scenario to Connect OpenPhone and HubSpot
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 OpenPhone, triggered by another scenario, or executed manually (for testing purposes). In most cases, OpenPhone or HubSpot will be your first step. To do this, click "Choose an app," find OpenPhone or HubSpot, and select the appropriate trigger to start the scenario.
Add the OpenPhone Node
Select the OpenPhone node from the app selection panel on the right.
OpenPhone
Configure the OpenPhone
Click on the OpenPhone node to configure it. You can modify the OpenPhone URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the HubSpot Node
Next, click the plus (+) icon on the OpenPhone node, select HubSpot from the list of available apps, and choose the action you need from the list of nodes within HubSpot.
OpenPhone
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HubSpot
Authenticate HubSpot
Now, click the HubSpot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HubSpot settings. Authentication allows you to use HubSpot through Latenode.
Configure the OpenPhone and HubSpot 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 OpenPhone and HubSpot Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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HubSpot
Trigger on Webhook
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OpenPhone
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring OpenPhone, HubSpot, 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 OpenPhone and HubSpot integration works as expected. Depending on your setup, data should flow between OpenPhone and HubSpot (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
OpenPhone + HubSpot + Slack: When a call ends in OpenPhone, log the call details as a call engagement in HubSpot. Then, send a summary of the call to a specified Slack channel.
HubSpot + OpenPhone + Zoom: When a new contact is created in HubSpot, schedule a Zoom meeting with that contact. Log the details of scheduled Zoom calls in OpenPhone.
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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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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How can I connect my OpenPhone account to HubSpot using Latenode?
To connect your OpenPhone account to HubSpot on Latenode, follow these steps:
Can I automatically create HubSpot contacts from new OpenPhone calls?
Yes, you can! Latenode allows you to automate contact creation, ensuring no lead is missed. Benefit from centralized data, boosting sales & marketing efficiency.
What types of tasks can I perform by integrating OpenPhone with HubSpot?
Integrating OpenPhone with HubSpot allows you to perform various tasks, including:
HowsecureistheOpenPhoneHubspotintegrationonLatenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, safeguarding your data during OpenPhone and HubSpot integrations.
Are there any limitations to the OpenPhone and HubSpot integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: