Introduction
This guide outlines the steps to integrate Delacon call data with your Hubspot account via Zapier. Note, you will need a Zapier account to proceed.
The steps include:
1. Create a Property Group in Hubspot
2. Connecting Delacon to Zapier
3. Connecting Zapier to Hubspot
4. Testing and Verifying the data
Please contact Delacon Support at support@delaconcorp.com if you have any queries about this integration or need assistance.
1. Create a Property Group in Hubspot
Step 1
Once you’ve logged into your HubSpot account, go to Contacts, then Actions, the Edit Properties.
Step 2
Create a new Properties Group related to call information, the click Create Property
Step 3
Add your preferred call properties. Please see the full list of variables you can select from below in the section titles Information available in the Zapier Delacon trigger.
The below information is available in the Zapier Delacon trigger:
| Delacon data | Field key |
| Call Recording URL | callRecording |
| Call ID | call_id |
| DTMF Description | dtmf__description |
| Date of Call | info__call_date |
| Call Date Since Linux Epoch (ms) | info__call_date_epoch |
| Call Length (ms) | info__call_length |
| Status of Call (answered/unanswered) | info__call_status |
| Caller Phone Number | info__caller |
| Number dialled by caller | info__dialed_number |
| Termination Point | info__termination_point |
| Time of Call (currently unavailable) | info__time_of_call |
| Was a voicemail left | info__voicemail_left |
| City | location__city |
| Exchange | location__exchange |
| State | location__state |
| Service Category | service__service_category |
| Service Id | service__service_id |
| Service Name | service__service_name |
| Survey Outcome | survey__outcome |
| Survey Value | survey__value |
| Call Converted Status | webInfo__converted |
| Device | webInfo__device |
| Extra Tracking Info | webInfo__extra_tracking |
| Google Client Id | webInfo__googleClientId |
| IP Address | webInfo__ip |
| ISP | webInfo__isp |
| Keywords (if manual tagging in use) | webInfo__keywords |
| Landing Page | webInfo__landing_page |
| Page Called From | webInfo__page_called_from |
| Referral | webInfo__referral |
| Search Engine | webInfo__search_engine |
| Search Type | webInfo__search_type |
For more information on each of the fields and their description, please review the Delacon Glossary.
2. Connecting Delacon to Zapier
Please review the Zapier integration guide that will take you through the steps for connecting your Delacon call data with Zapier.
You will need to complete Steps 1 (Linking Delacon and Zapier) and 2 (Creating a Zap) of that guide. For step 3 (Setting up an Action), please return to this guide to connect your Zap to Hubspot.
3. Connecting Zapier to Hubspot
Step 1
Add HubSpot as an action in Zapier after Delacon Trigger
Step 2
Create/Update a Contact
Step 3
Connect to your HubSpot account by selecting the account and pressing continue
Step 4
Find and add call information from the provided template. You can find Edit Template in the bottom left corner of the page under Actions as shown below.
Since the e-mail field is a required field, please add a placeholder e-mail that can be assigned to the contact for this call, eg delaconcall@company.com.au.
Step 5
Confirm, skip the test and click Finish
Step 6
Name the Zap and enable it by toggling the switch to the right.
4. Testing and verifying the data
Make a phone call to test the integration is working
Your HubSpot integration is now complete and you will be able to see all call details in your HubSpot account. If you have and further questions, please don’t hesitate to contact Delacon support.
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