Cradle and HubSpot

Cradle's HubSpot integration brings your calling activity into HubSpot and your HubSpot context into Cradle. Calls log automatically, contacts appear on the call screen, and you can dial straight from a contact record.

For a deeper dive on advanced use, see the HubSpot Integration Guide.

What you get

• Dial from HubSpot or Cradle: click any phone number on a contact, company, or deal record to dial out via Cradle.
• Automatic call logging: every call is recorded as a HubSpot engagement on the right contact (and the right company, where one is matched), keeping last-contacted dates accurate.
• Caller context in Cradle: when a HubSpot contact calls in, their name, company, and owner appear on the Cradle call screen.
• Filtering and reporting: use the Last contacted property in HubSpot to find customers you haven't spoken to in a while.

How this helps different roles

Sales leaders

• Measure team activity and outreach by channel.
• Route inbound calls to the contact owner so customers reach their main point of contact.
• Spot prospects you haven't followed up with using the Last contacted filter.

Customer experience and support

• See the full history with a customer before you pick up.
• Match callers to their owner so you can route quickly when needed.
• Reach out proactively to customers who've gone quiet.

Reception

• See who's calling, by name and company, before answering.
• See who normally looks after the caller, so you can transfer them straight to the right person.

Set it up

1. Sign in to the Cradle admin portal as an administrator.
2. Open Integrations from the left-hand menu.
3. Find the HubSpot card. Click Connect To HubSpot if it isn't connected yet, or Settings if it already is.
4. Log in to HubSpot and approve the connection.

That's it. Calls will start logging to HubSpot from the next call onward.

For more on what to do next, browse the rest of the HubSpot articles.