HubSpot
Select contacts by list, filter or property. Write Call and Note activities, outcome, summary, selected analysis fields, recommended action and recording link back to the contact record.
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Dring Connect
Start the call in your CRM. Read the result in your CRM.
Dring Connect links voice agents to the system your team already uses. Select a contact or trigger a call from a workflow; Dring runs the conversation and returns the result as structured data. HubSpot is shown below as a reference flow. The same commercial approach applies to common systems such as Salesforce and Freshdesk, while uncommon or heavily customised systems are assessed before scope is confirmed.
One loop. Selection in HubSpot, call by Dring, result in HubSpot. The dashed path is the scheduled sync that keeps both records aligned and moves contacts marked "do not call" out of the next selection.
CRM and helpdesk connections
One loop, your system of record.
The business flow stays consistent: provide context, run the call, return the outcome. Object names, permissions and write-back fields are mapped to the system you use.
Salesforce
Map Leads or Contacts into the call workflow and return results to the appropriate activity, note and agreed custom fields. Final scope follows the Salesforce configuration in use.
Freshdesk
Use requester and ticket context during the conversation, then return the summary, outcome and next action to the service workflow agreed during onboarding.
Zendesk
Connect caller and ticket context to the agent and map the structured result back to the ticket flow. Available actions depend on the permissions and objects you approve.
Your internal system
Use the standard call APIs and result webhooks with an in-house CRM, ERP or data platform. Field mapping and authentication are agreed before production access.
Niche or heavily customised CRM
We inspect the API, authentication, objects, limits and write-back requirements first. Any non-standard development is documented before it enters the proposal.
Standard integration services
Three interfaces, one traceable call.
The standard integration layer covers the operational path around a call. Your application can start work, check it and receive the final structured result without depending on a CRM screen.
Start a call
Send the contact, agent or workflow reference, approved context and scheduling information. Trigger a single call, a controlled list or a call from your own application.
Check state and result
Query the call state and retrieve the completed result for application screens, operational controls or reconciliation jobs.
Receive the outcome
Subscribe to lifecycle and completion events so the summary, outcome and agreed analysis fields can update the next system automatically.
Analysis fields are configurable. Standard results can be extended with fields such as intent, next action, qualification, topic, warning or a workflow-specific decision. The definitions are agreed before launch so the API, dashboard and CRM use the same meaning.
How it works
Three steps, no spreadsheet in between.
Your team stays in the CRM screen it already uses. The agent follows the consent and suppression state exposed by the scoped connection. HubSpot is shown as the documented reference flow; every other environment is mapped to its own objects, permissions and available APIs.
- 01 · Select in HubSpot
Choose who gets called
A saved list, an active filter or a property value defines the audience. Contact details and the fields you pick travel to Dring as the context for the call.
- 02 · Dring calls
The agent runs the conversation
Each contact is called by the Dring voice agent inside calling windows and retry rules. Every conversation ends with an automatic end-of-call analysis.
- 03 · Result in HubSpot
Written back, ready for the team
Call and Note activities on the contact card: summary, outcome status, conversion likelihood, tags, recommended action, recording link, and the property updates you defined.
What is included
Built for the way CRM teams work.
Connect is an operating integration, not a one-off export. The HubSpot implementation below shows the reference scope. Common CRM and helpdesk connections follow the same commercial path; a niche system or unusual customisation is assessed separately.
Secure connection
OAuth or API-key link with only the scopes the integration needs. No shared passwords, revocable from your CRM at any time. Integrations start read-only; each write action is enabled explicitly.
CRM objects
Contacts, Companies, Contact to Company associations and Owners. Standard and custom properties on both directions.
Selection your way
Per-contact selection by property, filter or list. Name, phone and the fields you choose go to the agent as call context.
Everything written back
Call and Note activities, conversation summary, outcome status (green, yellow, red), conversion likelihood, topic and alert tags, recommended action, recording link and platform reference.
Do-not-call handling
A "do not call" signal from the conversation is written to HubSpot and the contact is excluded from the next selections automatically.
Scheduled sync
HubSpot and Dring records are reconciled on a schedule, so a change on either side does not go missing.
Built to keep running
Fault tolerance, automatic retries, respect for HubSpot API limits, logs and an audit trail for every write.
Tested end to end
The integration ships with end-to-end tests and technical documentation for your HubSpot admin.
Works across Dring workflows
Lead qualification, reactivation, surveys, appointment confirmation and operational calls can use the same trigger and write-back pattern. Browse agent workflows
On the contact card
What your rep sees after the agent hangs up.
The result is not a transcript dump. It is the structured record a sales or support person needs to decide the next step in ten seconds.
- Outcome status as a traffic light, filterable in HubSpot views and workflows
- Conversion likelihood and topic tags for prioritising follow-ups
- Recommended action written as a sentence, not a code
- Recording link for the calls worth listening to
CallOutbound · 2:14 · recording
OutcomeGreen · interested
ConversionHigh
Tagspricing question · decision next week
RecommendedRep to send proposal, call back Tuesday
NoteTrial ended two weeks ago; liked reporting, needs a team plan quote for 12 seats.
Propertycall_status → completed
Packaging
Sold with the agents, not instead of them.
Connect is scoped with the Dring agent package and your CRM remains licensed by its vendor. Public prices are not shown because the right package depends on usage, concurrent calls, workflow count, analysis depth and the connection path.
Common CRM path
HubSpot, Salesforce, Freshdesk and comparable mainstream systems use the same commercial logic. The exact objects, permissions and write-back fields are still confirmed during onboarding.
Standard services included
Call triggering, state and result queries, result webhooks and agreed analysis fields are part of the standard integration surface for the scoped workflow.
Niche systems assessed first
A specialised CRM, private application or unusual customisation may require separate development. We document that scope before it affects the proposal.
Choose the package before the quote. Review how usage, concurrency, workflows, analytics and integration depth shape the recommendation. How Dring packaging works.
FAQ
Connect questions.
Do we need a developer to set it up?+
No. Setup is done by Dring or an authorised partner with your HubSpot admin: connect, map fields, define the selection, test live. Your admin keeps control of scopes and can revoke access from HubSpot.
Which HubSpot objects and properties are supported?+
Contacts, Companies, their associations and Owners, with standard and custom properties in both directions.
Where are recordings and transcripts stored?+
On the Dring platform, encrypted and tenant-isolated. HubSpot receives the link, the summary and the structured outcome, not the audio file.
Can we start calls from a HubSpot workflow?+
Selection is by list, filter or property. A workflow that sets the property you chose as the trigger starts the call on the next sync.
Are Salesforce and Freshdesk priced differently from HubSpot?+
They follow the same commercial logic as other common CRM and helpdesk connections. The proposal can still differ when the requested objects, permissions, custom fields or workflow actions create materially different implementation work. Niche systems are assessed separately before scope is confirmed.
Which API services are standard?+
The standard integration surface supports starting calls, querying call state and completed results, and receiving lifecycle or result webhooks. Additional analysis fields can be defined for the workflow and returned consistently to the CRM, dashboard and API consumer.
See Connect on your own CRM.
A thirty-minute session with your CRM admin: one list, one agent, results on the record.