EsyDial records, transcribes and analyses every call, then writes it to the matching HubSpot contact — summary, outcome and scores. It recognises your callers and lets your team dial straight from HubSpot. Recordings stay in Australia.
Recorded, transcribed and analysed in Australia
Summary. New patient asking about Saturday appointments and whether you take her health fund. Ready to book — wants a call back before 5pm.
Call notes typed up late, or never — the detail's already gone.
Hot enquiries and complaints buried in a call log no one reads.
Reps flick between the phone, notes and HubSpot all day.
What you get
Each completed call posts to the matching HubSpot contact as a Call engagement — with the AI summary, outcome and full transcript.
Inbound numbers are matched to your HubSpot contacts, so your team knows who's calling before they pick up.
Lead, complaint, urgency, sentiment and intent are written as custom properties on every call — filter and route on them in HubSpot.
Dial any contact straight from HubSpot with EsyDial's calling card. It rings your phone or the browser and logs the call automatically.
Complaints and urgent calls can open a HubSpot ServiceHub ticket on the contact, so nothing slips. Opt-in per account.
When a call is logged, EsyDial completes the matching “call back” task on that contact. Opt-in.
Edit a contact's name or number in HubSpot and EsyDial keeps its own records in step — automatically.
Text-only sync by default: transcript, summary and a link, with audio kept in Australia. Full audio sync is a per-account opt-in.
How it works
One-click OAuth from EsyDial. No admin scripts, no data migration — EsyDial creates the custom call properties it needs on connect.
From the next call on, every conversation lands on the right contact with its AI summary, outcome and scores.
Filter hot leads, complaints and urgent calls in HubSpot — and dial back in a single click.
What syncs
Why EsyDial
EsyDial reads every call for hot leads, complaints and urgency — HubSpot gets the meaning, not just a recording link.
Calls are recorded, transcribed and analysed in Australia. Audio never leaves the country without an explicit opt-in.
The whole team's calls flow into HubSpot on one predictable price — no per-seat maths.
The AI understands enquiries, bookings and quotes — not just a sales pipeline — so the scores actually fit how you work.
A couple of minutes. Connect HubSpot from EsyDial with one-click OAuth and calls start logging from the very next conversation — no scripts or data migration.
Every completed call, as a Call engagement on the matching contact: the AI summary, the outcome, the full transcript, and AI scores (lead, complaint, urgency, sentiment and intent) written as custom call properties.
Not by default. EsyDial syncs text-only — transcript, summary and a link — with the audio kept in Australia. Sending the full audio to HubSpot (hosted in the US) is an explicit, per-account opt-in.
Yes. EsyDial's calling card adds a Call button next to phone numbers in HubSpot. It rings your phone or runs in the browser, and logs the call to the contact automatically.
Any HubSpot plan with contacts. Caller recognition and call logging work everywhere; ticket creation uses ServiceHub, and AI scores use custom call properties EsyDial creates for you on connect.
Yes. Inbound calls are matched to your HubSpot contacts, and edits to a contact's name or number in HubSpot flow back into EsyDial automatically.
EsyDial logs every call to HubSpot with the AI summary, outcome and scores — and dials back in a click. Your team sells; the CRM stays current on its own.