After connecting HubSpot to DialLink, you can adjust integration settings by choosing which data to sync between the two systems. You can also select which DialLink phone numbers are included in the synchronization.
To learn more about what data can be synced, refer to the relevant article.
How to adjust call logging settings
Call logging is enabled by default for all connected phone numbers. You cannot configure it per number, only at the account level.
To update this setting in DialLink:
Go to Settings
2. Open Integrations
3. Select HubSpot
4. Scroll to the Synchronization section
5. Turn the Log calls toggle on or off
How to adjust message logging settings
Message logging is enabled by default for all connected phone numbers. You cannot configure it per number, only at the account level.
To update this setting in DialLink:
Go to Settings
2. Open Integrations
3. Select HubSpot
4. Scroll to the Synchronization section
5. Turn the Log messages toggle on or off
How to add a phone number
You can choose which DialLink phone numbers are used to sync data with HubSpot.
To add a phone number for sync:
Go to Settings
2. Open Integrations
3. Select HubSpot
4. Scroll to the Phone numbers section
5. Select the number you want to include
6. Click Add Phone Number
How to remove a phone number
You can remove a DialLink phone number from HubSpot synchronization at any time.
To remove a phone number from a sync:
Go to Settings
2. Open Integrations
3. Select HubSpot
4. Scroll to the Phone numbers section
5. Find the number you want to remove
6. Click Remove next to the number
How to disconnect the HubSpot integration
If you want to uninstall the HubSpot integration, you can do so:
Go to the Settings
2. Open Integrations
3. Select HubSpot
4. Click Disconnect
