Articles on: Integrations

HubSpot integration: how to set it up in Nimbata

Nimbata's HubSpot integration automatically sends call data to HubSpot each time a call is placed under your account, letting you create or update contacts and log call activity with session details like keyword, campaign, and source/medium.

How to set up your HubSpot integration

The integration is configured at the project level. Make sure you're editing the correct project before proceeding.

Step 1. Connect your HubSpot account

Go to Integrations > HubSpot and click Sign in with HubSpot.
A popup will appear asking you to choose a HubSpot account.
Select your account and click Choose Account.

You'll then be shown the permissions Nimbata is requesting. Review them and click Connect app to complete the connection.

Once connected, you'll land on the HubSpot integration page showing two configuration sections: one for new leads and one for existing contacts.

Step 2. Configure what happens when a new lead calls

Expand the "When the Caller ID is not found" section and define what Nimbata creates in HubSpot when an unknown caller dials your tracking number. The most common setup is:

Create a Contact: Set a recognizable name (e.g. First Name: Nimbata, Last Name: Lead) and map the caller's phone number automatically from the Nimbata log. You can also include the GCLID or FBCLID and set the lead status to New.
Create an Inbound Call Activity: Log who called, which number they called, the talk duration, and marketing details (utm_source, utm_medium, utm_campaign, call page, and a link to the recording).

Click + Add object to add each item, then expand it to map the fields you want to populate.

SHORTCUT: Click Use Default Config to auto-populate the recommended field mapping.

Step 3. Configure what happens when an existing customer calls

Expand the "When the Caller ID is found" section. First, set two matching preferences:

Which entity to enrich - choose Contact, Company, or Both
How to handle duplicates - if the same Caller ID appears across multiple records, choose Handle 1st, Handle all, or Ignore all

Then use the Update tab to define which HubSpot properties should be updated with call data.

By default, Nimbata maps the Tracking Source field on the Contact object to the Configured Tracking Source.
Click + Add property to map additional fields, or click Use Default Config to apply the recommended setup automatically.

Step 4. Test and save

Click Send Test and Save at the bottom of the page to verify that call data is reaching the right HubSpot properties before going live.

Step 5. Set up a workflow to control when data is sent

By default, the integration will fire after every call. To filter which calls get sent to HubSpot - for example, answered calls only, or calls above a certain duration - set up a workflow in Nimbata.

Detailed Guide: How to set up your first Workflow

🎉 That's it! From now on, calls that meet your workflow criteria will automatically be logged in HubSpot.

Video walkthrough

Updated on: 18/03/2026

Was this article helpful?

Thank you!