A customer calls, Rosie answers, and you get the details by text or email — but HubSpot has no idea the call happened. If HubSpot is where you keep track of your customers, that's a gap you end up filling in by hand, or not at all.
Connect HubSpot to Rosie and every call logs itself. Rosie recognizes callers who are already in your contacts, creates a contact for first-time callers, and adds each call to the right record — summary and recording included. Texts and website chats get logged too.
Setup takes about a minute, it's included on every Rosie plan, and it works on every HubSpot plan.
How It Works
Connect HubSpot from the Integrations page in Rosie.
When a call ends, Rosie looks the caller up in HubSpot by phone number.
If they're already a contact, the call is added to their record. If they're new, Rosie creates the contact first.
The call appears on the contact's timeline as a logged call — with a summary of what was discussed, a recording, and a link back to the full call details in Rosie.
That's it. There's nothing to configure in HubSpot and nothing new to teach Rosie.
Connecting HubSpot
Heads up: you'll need a HubSpot login with permission to install apps (usually the account owner or a super admin).
In Rosie, go to Integrations and select HubSpot.
Select Connect. You'll be redirected to HubSpot to give Rosie permission to view and create contacts and log calls.
Log in and choose the HubSpot account you want to connect.
Review the permissions and select Connect app. Once connected, Rosie starts logging new calls right away.
What Gets Logged
Calls — every call Rosie answers becomes a logged call on the contact's timeline in HubSpot, with a summary of the conversation and a link to the full details in your Rosie dashboard. The call recording is attached and playable for 30 days.
Texts and website chats — each conversation gets logged as a note on the contact. If the conversation keeps going, the note updates in place, so you get one clean note per conversation instead of a pile of fragments.
New callers — first-time callers become new HubSpot contacts automatically, with their name and phone number filled in. If a caller doesn't share their name, you still get the contact — it just shows their phone number, and Rosie adds the name if they give it on a later call.
Existing contacts — Rosie matches by phone number, so there are no duplicates. If a contact is missing a name, Rosie fills it in; she never overwrites information you already have.
Disconnecting
You can disconnect anytime from the Integrations page — open HubSpot and select Disconnect. Rosie stops logging immediately. Everything she's already added to HubSpot stays right where it is.
FAQs
Which HubSpot plan do I need?
Any plan works, including free.
What happens if the caller is already in my HubSpot?
Rosie finds them by phone number and adds the call to their existing record — no duplicate contacts.
How long are call recordings available?
The recording on the call record is playable for 30 days. The call summary and details stay on the contact permanently.
Can Rosie book appointments in HubSpot?
No — this integration logs calls, texts, chats, and contacts. Appointment booking works through your connected calendar, same as always.
Can I connect more than one CRM?
One CRM per Rosie account. If you switch CRMs, disconnect the old one first.
Does this cost extra?
No. CRM integrations are included on every Rosie plan.
Need Help?
If you have questions or run into any trouble connecting HubSpot, reach out at support@heyrosie.com or through the support chat in your Rosie admin — we're happy to help.