You can set up an integration from Reply to HubSpot to synchronize your outreach task and call activities. Use this option if you want to have the history of completed calls and tasks from Reply recorded automatically in HubSpot. For more information on how to set up the integration between Reply and HubSpot, refer to this article.
Adding synchronization steps
To enable synchronization:
Log into your Reply account.
Open the Integrations page, find Hubspot, and click Configure.
At the top of the page, select your profile: Default or Custom.
For Default profile: Find and toggle on the steps:
Calls in Reply ⟶ Contact Tasks in HubSpot
Completed tasks in Reply ⟶ Contact Tasks in HubSpot
For Custom profile: In the Steps section, click Add sync step.In the Add sync step dialog box, select the suitable option(s):
Calls in Reply ⟶ Contact Tasks in HubSpot
Completed tasks in Reply ⟶ Contact Tasks in HubSpot
Click Add and toggle on the step.In the top right corner, click Sync now.
Existing completed tasks and calls are synced in HubSpot with the respective fields to the respective contacts. Keep the toggle on and, with the next sync sessions, tasks and calls will be regularly synced to HubSpot.
Note: When all the completed tasks are synced to HubSpot, their
Priority is None
Reminder is No reminder
Queue is None
When you sync multiple tasks that were completed in Reply to HubSpot, they are synced based on the task assignee: Task assignee ⟶ HubSpot account.
If a task has been completed or a call has taken place and the steps syncing is on but there is no such contact in HubSpot, the task or call is not synced.
Field mappings for calls
A logged call is synced as a logged call in HubSpot. Reply uses predefined field mappings for this type of synchronization. You cannot manually change them:
Contact in Reply - Contacted in HubSpot
Call Outcome:
Positive in Reply - Connected in HubSpot
To call in Reply - No answer in HubSpot
Negative in Reply - Wrong number in HubSpotDate and time of the call in Reply - Date and time in HubSpot
Call notes in Reply - Description in HubSpot
Link to the recording in Reply - Description in HubSpot
Call duration in Reply - Description in HubSpot
Field mappings for tasks
Reply uses predefined field mappings for this type of synchronization. You cannot manually change them:
Task type in Reply - Task name in HubSpot
Contact in Reply - Associated with record in HubSpot
Sequence name in Reply (if available) - Description in HubSpot
Message body/ task description in Reply - Description in HubSpot
Due date in Reply - Due date in HubSpot
Task assignee in Reply - Assigned to in HubSpot
Here's how a completed manual email task looks like in HubSpot:
