ClinchRev + HubSpot — AI calling that syncs both ways.
Every AI call, email open, meeting booking, and lead status change syncs to your HubSpot CRM automatically. No Zapier. No CSV exports. No manual data entry.
What syncs between ClinchRev and HubSpot
The integration is bidirectional — data flows both ways automatically, keeping your HubSpot as the source of truth while ClinchRev handles the outbound execution.
- ✓AI call logs (duration, outcome, recording link)
- ✓Call transcripts attached to contact record
- ✓Email opens, clicks, and replies
- ✓Meeting bookings with calendar event details
- ✓Lead status updates (interested, not interested, callback requested)
- ✓Deal stage progression based on campaign outcomes
- ✓Contact imports from HubSpot lists or saved filters
- ✓Contact property updates (phone, email, title, company)
- ✓Deal stage changes reflected in ClinchRev CRM
- ✓DNC opt-out status synced to prevent unwanted calls
- ✓New contacts added to ClinchRev campaigns automatically
Why teams use ClinchRev + HubSpot together
HubSpot is the system of record for most sales teams — it has the full deal history, contact notes, and executive reporting. ClinchRev adds the outbound execution layer that HubSpot lacks: AI voice calling, automated email sequences, and real-time lead qualification at scale.
→ Keep HubSpot as your CRM while using ClinchRev for outbound
You don't have to migrate your CRM data. ClinchRev works alongside HubSpot — it runs your campaigns and pushes all activity back to the contacts and deals you already have in HubSpot.
→ Pull HubSpot lists directly into calling campaigns
Use any HubSpot saved filter or list as a campaign audience. Import contacts in one click, without exporting and re-importing CSVs.
→ See full call context inside HubSpot
Sales managers and AEs see every ClinchRev call log, email, and meeting directly on the HubSpot contact and deal timeline. No toggling between tools.
→ Protect your HubSpot DNC records
Opt-out requests from ClinchRev (press 9, 'remove me' keyword) are synced back to HubSpot contact status immediately, preventing future contact attempts across your entire organization.
How to connect ClinchRev to HubSpot
Setup takes about 5 minutes. No developer needed.
- 1
Sign in to ClinchRev
Log into your ClinchRev account (or create a free one).
- 2
Go to Settings → Integrations
Navigate to the Integrations section in your account settings.
- 3
Click 'Connect HubSpot'
You'll be redirected to HubSpot's OAuth screen. Sign in with your HubSpot admin credentials.
- 4
Authorize the integration
Review the permissions (read/write contacts, engagements, deals) and click Authorize. You're connected.
- 5
Import your first HubSpot list
Go to Campaigns, create a new campaign, and choose 'Import from HubSpot' to pull a contact list directly.
Which plans include HubSpot sync?
Frequently asked questions
Do I need HubSpot to use ClinchRev?+
No. ClinchRev includes a full built-in CRM. HubSpot sync is optional for teams that already use HubSpot and want to keep it as their system of record.
Which HubSpot objects does ClinchRev sync?+
Contacts (create/update), call engagements, email activity, meeting bookings, deal stage updates, and contact opt-out status.
Which HubSpot plan do I need?+
The integration works with HubSpot Free, Starter, Professional, and Enterprise. ClinchRev uses HubSpot's standard CRM API, available on all plans.
Can I use HubSpot lists as my calling audience?+
Yes. Import contacts from any HubSpot saved filter or list directly into a ClinchRev campaign in one click — no CSV export needed.
Are call recordings visible inside HubSpot?+
Yes. Call logs include a link to the recording and transcript stored in ClinchRev. AEs and managers can access them directly from the HubSpot contact timeline.
Connect HubSpot to your AI calling campaigns
Free account. 20 AI calling minutes. HubSpot sync available on Growth and above.