Last updated: November 23, 2023
When a contact calls you, the HubSpot mobile app uses the phone number values in the Phone number and Mobile number properties to determine the contact who's calling.
To display the contact's information when you receive an incoming call, you need to enable Caller ID in your mobile app or device settings.
Please note: Caller ID works best if:
If you're an iOS user, you need to enable HubSpot Caller ID in your device's settings.
When a person calls you, the Caller ID will display the contact's first name, last name, and company name if the caller is in your HubSpot app, but not already in your phone's contact list.
If you already saved the person in your phone's contact list, the information from your phone's contact list will be shown instead.
If you miss the call, the contact's information will display in your iPhone call log.
If you're an Android user, you need to enable Caller ID in your mobile app settings, and grant HubSpot permissions to access and make calls on your device.
When a contact calls you, the Caller ID will display the contact's first name, last name, company name, and the associated deal name and deal amount. If you miss the call, you'll receive a notification where you can view the contact or select to call them back.
After receiving a call, a Call outcome screen will display where you can select the outcome of the call, log notes and create follow-up tasks. If the Log calls setting is enabled, the call outcome screen will also appear for calls made outside of the HubSpot mobile app with existing contacts in the CRM. For inbound calls, you can only log a call made from an existing matching contact in the CRM. Outbound calls made from within the HubSpot mobile app will always show the post-call screen regardless of the Log calls setting.
Please note: contacts are synced automatically every 24 hours. The app doesn't have to be open to sync unless certain OS optimizations are triggered (e.g. battery optimization).