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In one line: Add UnleashX as a calling provider in HubSpot, so your team clicks Call on any contact or company and the call is bridged through your UnleashX number (DID).

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How a call works

  1. A HubSpot user clicks Call on a contact or company and picks UnleashX as the provider.
  2. UnleashX rings the user’s own phone first.
  3. When the user answers, UnleashX dials the contact. The contact sees your UnleashX DID as the caller ID.
  4. When the call ends, UnleashX updates the HubSpot call record with the status, duration and recording.
  5. The user can add a call outcome, direction, notes and a follow-up task from the panel, then click Log call.

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Before you start

  • Click to Call is set up and Active in Voice AI › Click to Call, with at least one DID number.
  • You are an UnleashX admin with the Manage Click to Call permission.
  • Your UnleashX role has Make Calls. Calls placed from HubSpot are made as the admin who enabled each HubSpot user, so the call log’s Called By and the credits are that admin’s.
  • You can connect HubSpot with an account that can approve app permissions in your HubSpot portal.

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Set it up

1

Connect HubSpot

In UnleashX, open Voice AI › Click to Call › CRM Integrations and click Connect on HubSpot. Sign in to HubSpot and approve every permission requested.
UnleashX needs permission to read your HubSpot users so you can choose who may call. If HubSpot was connected before that permission existed, the user list fails to load. Reconnect HubSpot and approve all permissions.
2

Enable the HubSpot users who can call

In the Map Users step, select the HubSpot users allowed to call through UnleashX and save.
  • You can add each user’s phone number here. If you leave it blank, the user is asked for it the first time they open the panel in HubSpot.
  • A HubSpot user can be enabled in only one UnleashX workspace at a time.
  • Users you don’t select are turned off.
3

Add HubSpot to Modules

Go to Click to Call › Edit Settings › Modules and turn on HubSpot. Calls from HubSpot are refused until this is on.
4

Pick UnleashX in HubSpot

Each enabled user opens any contact in HubSpot, clicks Call, and chooses UnleashX under Call from.

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Make a call from HubSpot

1

Save your number (first time only)

The UnleashX panel asks: Enter the phone number to ring for your calls. Enter your number with its country code (10–15 digits) and click Save number. The panel then shows Calls ring ••••1234 first · Change.
2

Call

Click Call via UnleashX. Your phone rings first. Answer it, and UnleashX connects you to the contact.
3

Log the call

When the call ends, choose a Call outcome and Call direction, set the Activity date, add notes, and tick Create a task to follow up if you need one. Click Log call.
The panel also has a Keypad to dial any number, a contact search, and Recents for your latest calls.

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What gets logged

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Disconnect

In Click to Call › CRM Integrations, click Disconnect on HubSpot. This turns off every enabled HubSpot user and removes HubSpot from Modules. Your HubSpot connection stays in place for the other UnleashX features that use it.

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Troubleshooting

For your team’s safety, each enabled HubSpot user can place one call every 5 seconds and up to 200 calls a day.