Skip to main content

Documentation Index

Fetch the complete documentation index at: https://support.quo.com/llms.txt

Use this file to discover all available pages before exploring further.

​
Overview

Quo’s HubSpot integration connects your phone communications with your CRM, The HubSpot integration makes it easier to view contact details as a HubSpot contact, whenever a HubSpot contact calls or messages your Quo number. You don’t even have to add them as an Quo contact. The following fields from HubSpot are automatically imported into the contact profile in Quo:
HubSpot integration is available for Business and Scale plan customers. Requires Quo workspace Owner/Admin and HubSpot Super Admin permissions.

​
How the integration works

​
Contact syncing

Automatic contact import: When HubSpot contacts call or message your Quo numbers, their details automatically appear in Quo. Imported fields:
  • First name
  • Last name
  • Phone
  • Email address
  • Link to a HubSpot record
Additionally, if these fields are filled out in HubSpot, contacts will also display:
  • Job title
  • Company
HubSpot contact details displayed in Quo

​
Bi-directional contact sync

With bi-directional sync enabled, you can update synced contact fields directly in Quo and have those changes automatically reflected in HubSpot. This means you no longer need to switch over to HubSpot to keep contact details current. Any edits you make to the existing synced properties in Quo will be pushed back to HubSpot automatically.
Updates sync to HubSpot automatically in seconds. You’ll see a status indicator on the contact record when a change is in progress.

​
Limitations of contact syncing with HubSpot

Contact syncing with HubSpot has some limitations:
  • To display HubSpot contact details, a call must be with a phone number that matches the number of an existing HubSpot contact’s phone number.
  • Bi-directional sync applies to the existing contact properties that are synced between Quo and HubSpot. Fields outside of the synced properties are not included.
  • Contacts created in Quo do not automatically create new contacts in HubSpot at this time.

​
Integrated Quo activities logging to HubSpot contacts

Activities done through Quo can all automatically be logged to a relevant contact in HubSpot! These include all of the following:
  • Incoming calls
  • Outgoing calls
  • Call recordings
  • Call summaries and next steps
  • Voicemail
  • Text messages
Quo activities logged in HubSpot contact record
Note: Messages are now logged as SMS instead of being grouped under “call” types. This ensures accurate reporting for team performance analysis in HubSpot.

​
Deal associations

When Quo logs activity to HubSpot, it automatically associates the activity with any HubSpot Deals linked to the contact or company. This means:
  • If a contact or company has an associated Deal in HubSpot, logged calls and messages appear on that Deal’s timeline as well.
  • Deal associations are read-only — they are pulled from HubSpot based on existing contact and company relationships. You cannot create or modify Deal associations from Quo.
  • Associations include Deals linked to both the contact and the company, so all relevant Deal timelines are updated when activity is logged.
Deal associations rely on the relationships configured in HubSpot. If a Deal is associated with a contact or company in HubSpot, Quo respects that association when logging activity. Make sure your Deals are properly associated with the relevant contacts and companies in HubSpot.

​
Option to use HubSpot call minutes or not

You can call your contacts straight from HubSpot’s app with your Quo number. Doing so means you won’t be using the call minutes in your HubSpot subscription. To call your HubSpot contacts without using your HubSpot call minutes, follow these steps:
  1. First, make Quo the default app for calling on your computer.
  2. Select a contact in HubSpot and hover over their phone number. You’ll see a share icon.
  3. Click the icon for the option to call that number in Quo.
Click To Call Mac Gi
After clicking the pop up, you’ll be taken to the Quo desktop app where you can click Call to dial that number.

​
Who can access and set up the HubSpot integration?

All customers on the Quo Scale and Business plans have access the integration. Only an Quo workspace Owner or Admin user can set up the integration. From within HubSpot, you can access this integration with any HubSpot plan. However, you’ll need to have super admin permissions in order to connect HubSpot to Quo.

​
How to set up the HubSpot integration

  1. If you are a Quo workspace owner or admin, go to the Quo web or desktop app.
  2. In your workspace, select Integrations.
  3. Select HubSpot and click the Connect to HubSpot button.
Configurationsettingsgetstarted Pn HubSpot will ask you to confirm the HubSpot account you want to connect to Quo. Click the bubble to the left of your selected account name. Clean Shot2025 07 18at10 41 54@2x Pn
Phone number selection for HubSpot sync
  1. After clicking Choose Account to confirm, you’ll be redirected back to the integration settings in Quo.
  2. Scroll down to Phone Numbers. Here, you can toggle on and off:
  • Auto-log calls - Toggling on automatically logs incoming and outgoing calls to the matching  contact or company in HubSpot.
  • Auto-log messages - Toggling on automatically logs incoming and outgoing messages to the matching contact or company in HubSpot (Note: this setting currently auto-logs SMS messages. MMS messages sent through Quo will show as a blank message in HubSpot currently. However, a sales rep can add the image, GIF, or video into the log history in HubSpot by clicking into the blank message in HubSpot and clicking Save).
Clean Shot2025 07 18at10 59 40@2x Pn

​
Using Quo minutes

Click-to-call without HubSpot minutes:
  1. Set Quo as default calling app on your computer
  2. Hover over phone number in HubSpot contact
  3. Click share icon that appears
  4. Select option to call in Quo
  5. Complete call in Quo desktop app

​
How to disconnect the HubSpot integration

If you wish to uninstall your HubSpot integration, there are two ways to do so:
  • In your Quo workspace, navigate to Settings > Integration > HubSpot. There click Disconnect.
  • In HubSpot, to deactivate the Quo app navigate to your Connected apps and uninstall. For more details on this, please visit this page.
It is important to note that during the time your integration is inactive, calls or activities will not log, and retroactive logging of that data is not possible. Please keep this in mind should you decide to manually deactivate your integration for any reason. All data will be stored within Quo as normal. Looking for more ways to bring together Quo and other features in HubSpot? Check out our Zapier integration.