HubSpot Diamond Solutions Partner
HubSpot + 3CX Integration: Unified Communications for Growth
Connect your 3CX PBX to HubSpot. Automate call logging, enable instant screen pops, and capture every conversation directly in your CRM for better reporting.
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Empower Agents with Instant Context
Give your sales and support staff the full picture before they pick up the phone. By syncing HubSpot data to 3CX, your team can personalize interactions immediately and move faster.
Screen Pops: Automatically display the HubSpot contact record when an inbound call arrives, giving agents immediate visibility into deal stage and history.
Click-to-Call: Launch calls directly from HubSpot contact records to 3CX, eliminating misdials and speeding up outbound campaigns.
Automated Contact Creation: Create new HubSpot contacts automatically from unknown incoming numbers, ensuring no lead is lost.
Reduced Admin: Eliminate manual call logging by automatically syncing date, time, and duration to the HubSpot activity timeline.
Give your sales and support staff the full picture before they pick up the phone. By syncing HubSpot data to 3CX, your team can personalize interactions immediately and move faster.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Turn PBX Data into CRM Insights
Your HubSpot dashboard needs voice data to be effective. Our integration pipes 3CX call logs, recordings, and metrics back into HubSpot, driving better coaching and automation.
Recordings on Timeline: Sync links to call recordings directly to the HubSpot Contact timeline for easy manager review and quality assurance.
Workflow Triggers: Trigger automated email follow-ups or task creation in HubSpot based on call completion or missed call status.
Revenue Attribution: correlate call volume and duration with "Closed-Won" deals to understand which sales activities drive revenue.
Unified Reporting: View your call center metrics alongside your marketing and sales KPIs in a single HubSpot dashboard.
Your HubSpot dashboard needs voice data to be effective. Our integration pipes 3CX call logs, recordings, and metrics back into HubSpot, driving better coaching and automation.
A Flexible Sync Architecture for VoIP
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Bi-directional & uni-directional sync, real-time & scheduled, custom triggers, and high-volume handling.
- Bi-Directional & Uni-Directional Sync: Keep contact directories aligned, push call history one-way.
- Real-time & Scheduled Syncs: Instant call logging or nightly analytics.
- Custom Sync Logic & Triggers: Rules that fit your exact process.
- High-Volume Data Handling: Reliable for thousands of daily calls.
Comprehensive Object and Field Mapping
We map the data that matters, connecting your phone system directly to your customer database.
HubSpot
3CX
- Contacts
- Companies
- Activities (Calls)
- Owners
- Custom Properties
- Notes
- Phonebook / Contacts
- Companies
- Call History / CDR
- Extensions / Agents
- Call Direction / Duration
- Call Notes
- Contacts Phonebook / Contacts
- Companies Companies
- Activities (Calls) Call History / CDR
- Owners Extensions / Agents
- Custom Properties Call Direction / Duration
- Notes Call Notes
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
Our custom solution offers deeper control, such as filtering out internal calls, mapping custom fields, and triggering complex HubSpot workflows based on call outcomes.
Yes. We typically sync a secure link to the recording file and place it in the call activity on the HubSpot timeline for one-click access.
Yes. When a call arrives in 3CX, the integration uses the Caller ID to find the matching HubSpot record and opens it automatically in the agent's browser.
Absolutely. Missed calls are logged as activities in HubSpot, which can trigger a "Task" for the agent to return the call.
We use number matching logic that handles various formats (e.g., +1 vs. local format) to ensure the call is logged to the correct existing contact.
Connect Your Voice to Your Data
Eliminate the disconnect between your phone system and your customer records. Schedule a discovery call to see how a unified HubSpot and 3CX system can increase efficiency and improve data accuracy.
Schedule Your Integration Discovery Call