Your calls in DialSheet.
Your context in HubSpot.
Give every follow-up the details of the last conversation. Send call notes, outcomes and available AI summaries to the matching HubSpot contact.
The short answer
DialSheet’s native HubSpot integration is available on Pro. It sends new calls and notes to existing HubSpot contacts, including dispositions, duration, AI summaries and next steps when available. Later edits update the same activity. Each rep connects their own account. Historical backfill, contact creation, deal sync, recordings and full transcripts are not included.
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The useful details arrive together.
A call activity your team can read before the next conversation.
| From DialSheet | In HubSpot |
|---|---|
| Call time and duration | A timestamped call activity with its duration and direction. |
| Rep’s notes | The notes appear in the call body. Later edits update the same activity. |
| Disposition | A standard HubSpot outcome, with the exact DialSheet disposition preserved in the body. |
| AI summary and next steps | Added to the call body when available, including summaries that arrive after the call. |
| A note outside a call | A separate note on the matching contact’s timeline. |
| The original lead | A link back to the lead in DialSheet. |
A useful sync starts
with the right match.
The connector checks an exact email match first. If it cannot find one, it checks the full phone number.
- 01
The contact already exists.
Keep the same email or complete phone number on the lead in DialSheet and the contact in HubSpot.
- 02
One match means one destination.
Missing and ambiguous matches pause the activity. Resolve the contact details, then retry from settings.
- 03
The activity keeps its identity.
Saved HubSpot activity IDs let later edits update the original record. Uncertain requests are checked before another create.
Connect once. Then keep calling.
Each rep connects their own HubSpot account from DialSheet.
Open CRM integrations.
On a Pro account, go to Settings → CRM integrations. Select Connect HubSpot.
Choose your HubSpot account.
Authorize the connection with an account that has the required HubSpot installation permissions.
Make a test call.
Use a contact that exists in both apps. Save a note and disposition, then check its HubSpot activity timeline after the next sync run.
A few useful answers.
Does DialSheet integrate with HubSpot?
DialSheet’s native HubSpot integration is available on Pro. It sends new calls and notes to existing HubSpot contacts, including dispositions, duration, AI summaries and next steps when available. Later edits update the same activity. Each rep connects their own account. Historical backfill, contact creation, deal sync, recordings and full transcripts are not included.
What appears on the HubSpot contact?
A call activity with its timestamp, duration, direction, standard HubSpot outcome, and your notes. The body preserves your exact DialSheet disposition and includes the AI summary and next steps when available. A note saved outside a call becomes a separate HubSpot note.
How does DialSheet find the right contact?
It looks for an exact email match first, then a verified full phone-number match. The contact must already exist in HubSpot. Missing or ambiguous matches pause that activity for review.
Will a later summary create a duplicate call?
The connector saves the HubSpot activity ID and updates that activity when notes or summaries change. If a create request times out, it checks for the original activity before attempting another create.
Does it sync old calls or create contacts?
No. The initial release starts with calls and notes created after connection. It does not backfill earlier activity, create contacts, sync deals, or send recordings and full transcripts to HubSpot.
Does every rep need to connect?
Yes. Each DialSheet user connects their own HubSpot account. Native sync requires Pro, currently $29/month per seat. Phone usage and any HubSpot subscription are separate.
Go a little deeper.
Keep the next conversation informed.
Keep your CRM informed. Give your assistant the context for the next follow-up.