CallPlan is the perfect
add-on for HubSpot.
HubSpot manages your contacts – CallPlan makes sure every conversation automatically lands there. Hands-free, via Siri, from the car.
HubSpot is the leading CRM for growing businesses. CallPlan adds what's missing: hands-free notes taken directly during the call – even on the road.
What CallPlan does for HubSpot users
- Automatic call logging – every scheduled call is automatically logged as an activity on the right HubSpot contact once completed.
- Notes via Siri – dictate call outcomes while driving. CallPlan transfers them into HubSpot in a structured format.
- Follow-up as HubSpot task – next steps from the conversation are created directly as tasks on the HubSpot contact.
- CarPlay-native – CallPlan appears on your car display. You control everything by voice; HubSpot gets everything automatically.
- Track deal progress – link calls to HubSpot deals and see at a glance when you last spoke.
- HubSpot reminders in CallPlan – overdue follow-ups from HubSpot appear as call reminders in CallPlan.
How the connection works
Connect your HubSpot account
In CallPlan go to Settings → Integrations → Sign in with HubSpot. The OAuth connection is set up in seconds.
Link a call to a HubSpot contact
When creating a call, select the matching HubSpot contact or deal. CallPlan shows you all relevant info right away.
Make the call – take notes hands-free
During the call, dictate via Siri or CarPlay. CallPlan stores everything in a structured way.
Automatic HubSpot entry
After the call, the note appears automatically as an activity on the HubSpot contact. Follow-up tasks are created. Zero manual effort.
Why HubSpot users love CallPlan
“I do 8–10 customer calls a day, half of them in the car. With CallPlan my HubSpot is finally complete – without having to catch up in the evening.” — Beta user, Account Executive
“The killer feature is the CarPlay interface. I dictate outcomes right after the call and they’re already in the CRM before I reach my next customer.” — Beta user, Field Sales Manager
HubSpot features that CallPlan extends
| HubSpot does | CallPlan adds |
|---|---|
| Contact & deal management | Call planning with CRM context |
| Manual activity logging | Automatic call logging |
| Email sequences | Hands-free voice notes |
| Reports & dashboards | Call data from the road |
| Task management | Auto follow-up from the call |
Get started now
Download CallPlan for free and connect it to your HubSpot account.
CRM integration included in the Premium plan · Join the Beta