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Hubspot Integration: Features with Linq Blue

 

Key Features

1️⃣ Calling & Voice Features

Feature Description
Click-to-Call from HubSpot Start calls directly from contact records using your Linq Blue number.
Automatic Call Logging Every inbound and outbound call is logged in HubSpot with time, duration, and direction.
Call Recording Record and replay calls for training, QA, or compliance.
Playback in HubSpot Listen to recordings directly within the contact activity timeline.
Call Outcome Tagging Mark each call outcome (“Connected,” “No Answer,” “Left Voicemail,” etc.) for reporting accuracy.

2️⃣ Messaging & iMessage Features

Feature Description
Two-Way iMessage & SMS Send and receive messages through your Linq Blue number right in HubSpot.
Thread Logging Text and iMessage conversations automatically appear as activities under each contact.
Media Support Send images and short videos (JPG, PNG, MP4) directly from HubSpot.
Voice Memo Integration Record and send short audio messages through iMessage.

3️⃣ Contact & CRM Sync

Feature Description
Two-Way Contact Sync New or updated contacts automatically sync between HubSpot CRM and Linq.
Automatic Contact Creation Unknown inbound callers create new HubSpot contacts with captured metadata.
Timeline Activity Sync Calls, messages, and notes appear in chronological order on the HubSpot contact timeline.
Note Syncing Notes written in Linq App sync back to HubSpot and vice versa.
Deal Association Activities automatically attach to open deals associated with a contact.
User Mapping Each HubSpot user maps to a corresponding Linq Blue line for accurate ownership.

4️⃣ Workflow & Automation Support

Automation Description
Workflow Triggers Initiate HubSpot workflows when calls complete, messages are sent, or responses are received.
Follow-Up Tasks Automatically create follow-up tasks or reminders after specific outcomes.
Conditional Messaging Send personalized iMessages based on contact property values (e.g., lifecycle stage, region).
Appointment Reminders Send text or iMessage reminders before scheduled meetings.
Pipeline Automation Advance deal stages automatically when call outcomes are “Connected” or “Qualified.”
Custom Properties Sync Store line ID, call duration, device type, and response rate for reporting or triggers.

5️⃣ Reporting & Analytics

Metric Description
Call Volume Reports Track total inbound and outbound calls by user or team.
Call Duration Insights View average talk time to measure productivity.
Activity Dashboard Visualize calls, messages, and notes logged in HubSpot.
Recording Access Logs Audit which calls were recorded, duration, and playback history.

6️⃣ Compliance & Recording Management

  • Always follow regional and state recording laws.

  • Recordings are stored securely and accessible within HubSpot for authorized users.

  • Removing a HubSpot activity does not delete the corresponding recording from storage.


Daily Use & Best Practices

  • Use text-before-call when possible:

    “Hey, this is [Name] — I’m about to give you a quick call.”

  • Record notes immediately after each call for visibility.