BluePoint ATM — CallRail to HubSpot Integration
Overview
During a working session to configure CallRail for [1], the Asymmetric team connected CallRail to HubSpot and validated the integration via live test calls. The integration enables automatic contact creation, call conversion tracking, and call recording review directly within HubSpot.
See the full session notes at [2].
Integration Configuration
Connection Method
CallRail was authorized directly via the HubSpot integration panel inside the CallRail account settings. No manual API key entry was required — OAuth authorization linked the two accounts.
Settings Applied
| Setting | Value |
|---|---|
| Count inbound calls as conversions | ✅ Enabled |
| Count outbound calls as conversions | ✅ Enabled |
| Create new contact for unknown callers | ✅ Enabled |
| Email format for new contacts | <phone-number>@call.com |
Rationale for @call.com email domain: When CallRail creates a new HubSpot contact for an unknown caller, it has no email address to use. Appending @call.com to the caller's phone number produces a syntactically valid, clearly artificial email that distinguishes call-sourced contacts from form fills or other lead types.
Behavior in HubSpot
Known Callers
If the caller's phone number matches an existing HubSpot contact, CallRail associates the call record with that contact automatically. The call recording is accessible via a "Review Recording" link on the contact timeline.
Unknown Callers
If the caller's phone number is not in HubSpot, CallRail creates a new contact with:
- Name: Caller ID name (if available) or "Wireless Caller"
- Phone: Caller's number
- Email: <digits>@call.com
The team can then listen to the recording, identify the caller, and update the contact record manually.
Call Recording Access
Recordings appear on the HubSpot contact timeline as inbound call activities. The MP3 can be downloaded from CallRail and manually attached to a HubSpot record if needed for sharing or archiving.
Test Results
Test calls were placed during the session to validate the integration end-to-end:
- Static number tests (Eastern Office 703-952-5858, footer 303-732-8411): Calls routed correctly, recordings appeared in the CallRail activity log, and HubSpot contacts were created automatically. ✅
- Dynamic pool (website swap number): The pool was configured but the number swap was not firing on the live site at time of testing. HubSpot integration could not be validated for dynamic-sourced calls until the swap issue is resolved. ⚠️
Open Issues
Dynamic Number Swap Not Firing
The dynamic number pool (4 × 303 numbers targeting 720-987-5711) was set up and activated, but the website was not swapping the number in the incognito test. This prevents marketing attribution from flowing into HubSpot for website-sourced calls.
Owner: Mark Hope — troubleshoot swap configuration.
Outbound Call Recording
It is not yet confirmed whether calls made from the CallRail mobile app are automatically recorded and uploaded to HubSpot. This would be the preferred workflow for Mike Stebbins' outbound sales calls.
Owner: Mark Hope — research and report back.
Pending Integrations
Google Analytics 4
The GA4 integration was started but not completed. CallRail requires a GA4 Measurement ID (format: G-XXXXXXXXXX), which was not available during the session.
Owner: Mark Hope — complete GA4 integration using the correct Measurement ID from the BluePoint ATM GA4 property.
Related Articles
- [2] — full session notes and number configuration details
- [3]
- [4]
- [5]