Before you start
Before you begin, you need a Convirza account, HubSpot admin access, a list of active marketing sources, your forwarding phone numbers, and compliant call recording disclosure language. All five items must be in place before you provision your first tracking number.
Steps
1
Connect your Convirza account to HubSpot
Log in to your Convirza dashboard and navigate to Settings > Integrations > CRM Connections.
2
Provision call tracking numbers by source
Navigate to Settings > Numbers > Create Number Pool. Provision a separate pool for each active marketing source.
3
Map call data fields to HubSpot contact properties
Go to Settings > Integrations > HubSpot > Field Mapping.
4
Activate Conversation Analytics scoring on inbound calls
Open Settings > Conversation Analytics™ and select your industry scoring template.
5
Run a live test call and verify the HubSpot record
Dial one of your newly provisioned tracking numbers from a mobile phone not already in your HubSpot database.
6
Scale the integration across all locations and pipelines
For multi-location businesses, go to Settings > Locations > Bulk Import.
EXPECTED OUTCOME
Within 48 hours of completing setup, HubSpot contacts carry call source labels, scores, and recording links automatically. You have the data to reallocate ad budget, coach agents by location, and capture demand that previously went unanswered and untracked.