HubSpot + ActiveLens
Every call, logged in HubSpot. Without anyone typing it.
ActiveLens finds the contact, company or deal the call was about, logs the call summary, and suggests field updates for you to approve.
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What happens after every call
Call summary on the timeline
A short summary of each call is logged on the contact's HubSpot timeline, linked to the company and deal.
Fields kept up to date
Contact, company and deal fields such as deal stage, amount and next step are updated from what was said.
Follow-up tasks with an owner
Promises made on the call become HubSpot tasks, assigned to the right person with a due date.
New callers added
First-time callers become new contacts in HubSpot, with your approval.
Set up in minutes
Connect HubSpot
A HubSpot admin connects the account from ActiveLens settings with a secure sign-in (OAuth).
Choose what ActiveLens may update
Pick the objects and fields ActiveLens is allowed to change. Everything else stays read-only.
Review after each call
After each call, review the suggested updates and approve them, or turn on auto-update.
From the call to HubSpot
“We'd like to start with 20 seats in January.”
Customer, Tuesday call
Deal: Example Co – 20 seats
- Amount: $12,000 (suggested)
- Close date: January 15 (suggested)
- Note logged: wants 20 seats starting in January
- Task: Send proposal by Friday – assigned to Dana R.
You stay in control
How we protect your data- Every suggested change shows the previous and the new value.
- Nothing is written to HubSpot without approval, unless you turn on auto-update.
- ActiveLens only updates the objects and fields you allow.
- Disconnect HubSpot at any time from ActiveLens settings.
Works with everything else
HubSpot works alongside your phone system, email and calendar. Calls from RingCentral, Zoom Phone, Quo and Phone.com are logged the same way.
Built for: Insurance Agencies · Financial Services
Questions
Which HubSpot plans are supported?
ActiveLens connects to HubSpot accounts that allow connected apps. A HubSpot admin connects the account once for the whole team.
Can we limit which fields are updated?
Yes. You choose which objects and fields ActiveLens may update. All other fields are left alone.
What if the caller isn't in HubSpot yet?
ActiveLens suggests a new contact with the name, phone number and company from the call. It is created once you approve it.
Does it log calls from every phone system?
Yes. Any call ActiveLens captures is logged: softphones, desk phones through the ActiveLens device, mobile calls through RingCentral, Zoom Phone, Quo or Phone.com, and meetings.
Can updates happen without a review?
Yes, if you want. Turn on auto-update and approved fields are written right after each call. You can turn it off at any time.
HubSpot is a trademark of its respective owner.