Cradle + HubSpot interact with each other to present information about your contacts and companies during, and after, calls.
Overview
The Contacts and Companies integration is available on our Standard and Enterprise plans and brings all of your HubSpot contacts into Cradle. This means you can dial any contact or company by typing their name in Cradle (as long as they have a number associated to them in HubSpot). During or after a call you can quickly see who you’re talking to and with a click, open that contact record in HubSpot. On the Enterprise plan you can also add new contacts to HubSpot during or after a phone call, directly through the Cradle desktop app.
Specific properties
The integration between Cradle and HubSpot brings across all of your contacts and companies that have at least one phone number.
We bring in all phone numbers (in the properties listed below) as well as:
● Contact name
● Associated company name
● Contact owner
● Lifecycle stage
● And a link to launch the contact directly in HubSpot
The integration also creates custom properties to allow storage of (and reporting on) more than one phone number.
Please do not delete any of these custom properties whilst you have Cradle integrated with HubSpot.