Integrate with HubSpot CRM

HubSpot CRM is a widely used customer relationship management platform that helps businesses manage customer data and sales activity efficiently. On its own, though, HubSpot may not cover every part of how your organization works — which is why integrating HubSpot CRM with other systems, such as Yeastar P-Series Cloud PBX, genuinely raises the level of how your team operates.

Yeastar P-Series Cloud Edition is a cloud PBX designed to deliver a flexible, modern business communication experience, with an open API that makes third-party integration straightforward. Integrating with HubSpot CRM lets users access all call data directly from HubSpot CRM, while keeping the call quality and reliability of Yeastar P-Series Cloud Edition intact.

Why Connecting HubSpot CRM to Your Phone System Matters

Switching between screens, manually logging call details, and missing key customer information all cost your team time and business opportunities. This integration removes those problems by:

• Cutting duplicate work: Call data and contacts sync and log automatically.
• Giving a 360-degree customer view: See a customer's full data and contact history in one place.
• Making teams more effective: Sales and support teams can focus on the conversation, not data entry.
• Capturing every opportunity: Every contact is logged and can instantly become a new lead.

Key Features

Contact synchronization

Contacts sync between HubSpot CRM and your phone system in real time. When a call comes in, the caller's name shows up on every device you use, and you can search or call HubSpot contacts directly from mobile or desktop, anywhere, anytime.

Incoming call screen pops

When a customer calls from a number that matches a HubSpot record, the system automatically displays that customer's information on screen, helping your team prepare and start the conversation with the right context.

Single-click dialing

With the Yeastar Linkus extension for Google Chrome, click any customer phone number in HubSpot to call instantly — no need to switch between systems.

Call control

Manage every call directly from HubSpot, with full call-control features — recording, hold, transfer, and more — available instantly.

Automatic call logging

Every inbound and outbound call is logged automatically as an activity in HubSpot CRM, with key details such as date, time, call duration, and call status.

Automatic contact creation

Never miss a new customer — calls from unknown numbers automatically create a new contact or lead in HubSpot CRM, so your sales team can follow up immediately.

Requirements

To use this integration fully, you'll need:

HubSpot account

• Free CRM tools
• Starter plan
• Professional plan
• Enterprise plan

PBX system

• Firmware: version 84.7.0.17 or later

This integration lets data flow automatically between HubSpot CRM and your other applications, cutting duplicate data entry and unnecessary screen-switching. Most importantly, it gives your organization one accurate, complete customer database — a single source of truth with a clearer, unified view of every customer.