Turn Phone conversations into HubSpot actions.
Joe answers a phone call like a colleague who knows your business. Contacts created, deals moved, conversations logged on the record, while the customer is still in the chat. No copy-paste, no flow builder, no morning backlog.
400 credits on us for 7 days to decide if he keeps the job.
One Phone conversation. The HubSpot work, done live.
Watch the left side: a phone call comes in. Watch the right side: HubSpot fills itself in as Joe answers. That is the whole product.
Can you quote a repair after the storm? Tiles came off.
We can. I can book a free survey first, is Tuesday 9:00 ok?
Tuesday works. Do I need to be home?
Booked for Tue 09:00, and yes please. Summary sent, Dan.
Contact + deal · HubSpotContactDan Keller, Keller RoofingSourceWhatsAppDealStorm repair surveyStageSurvey booked, Tue 09:00ActivityConversation loggedWritten by Joe, mid-conversationThree steps, every time.
A phone call arrives
A customer writes in on Phone, at whatever hour they like. Joe reads the whole message, not a keyword.
Joe answers and acts
He replies in your words and your prices, and does the HubSpot work in the same breath, while the customer is still there.
HubSpot is already right
Creates and updates contacts and deals as people write in. Nothing waits for the morning, and nothing is retyped by hand.
Real conversations, real records.
Three businesses, three messages, and what HubSpot looks like afterwards.
“Can you quote a repair after the storm?”
Joe qualifies the job, books the survey, and HubSpot gets a contact and a deal with the conversation logged, before the competitor picks up.
“What would a retainer look like for us?”
Joe answers from your packages, creates the contact, opens a deal at the right stage, and hands your team a warm, documented lead.
“We are ready to go ahead with the annual plan.”
Joe confirms the details and moves the deal to closed-won territory your rules allow, with the paper trail attached.
The record is done before the goodbye.
Creates and updates contacts and deals as people write in
Logs the conversation on the record automatically
Moves deals along the pipeline when the customer says yes
Everything Joe does on Phone → The full HubSpot integration →
Phone to HubSpot, answered.
Do I have to build a Phone-to-HubSpot flow?
No. Connect Phone and HubSpot once, then tell Joe in plain language what should happen. He decides in the conversation, so there is no flow chart to maintain when your prices or rules change.
Does every Phone message end up in HubSpot?
Only the ones your rules say should. You decide what gets recorded, what gets escalated to a person, and what needs approval before Joe acts.
What else can Joe do from Phone?
Everything he does anywhere: answer questions, book appointments, take payments, quote from your price list, and hand over to your team with the whole conversation attached. HubSpot is one of the places he can act, not the only one.
How long does this take to set up?
Connecting Phone and HubSpot takes a few minutes each. Most businesses are live, answering and acting, in about twenty minutes.
Joe's ready. Are you?
The next Phone message could already be in HubSpot.
400 credits on us for 7 days to decide if he keeps the job.