How calls appear in HubSpot

Once the integration is set up, all calls handled by Kollie AI are automatically logged in your HubSpot CRM. Here's how it works.

Contact matching

• If a contact exists: Kollie logs the call on the contact's activity timeline.
• If no contact exists: Kollie creates a new contact. The contact's properties depend on your mapping setup and the information exchanged during the call.

If the only available identifier is a phone number, and no additional data is collected, HubSpot shows an empty contact with only the phone number.

What gets logged

The following information is typically logged with each call:

• Call direction (inbound or outbound)
• Date and time
• Summary
• Extracted information that you have set up
• Kollie call log link
• Call outcome

Reading call activities in HubSpot

Once logged, you can view call activity on the contact's timeline:

1. Open a contact record in HubSpot.
2. Click Activities.
3. There you can find all the calls made to and from that contact.

Details visible in the log may include:

• Time and date of the call
• Type of call (inbound or outbound)
• Kollie call log link
• Summary or transcript snippet

Data not showing up? See My CRM isn't receiving call data.