The fields your office receives
| Source field | Destination |
|---|---|
| Captured name, phone, and email | The contact properties you map; absent details stay absent |
| Call summary and outcome | A mapped property or associated note action |
| Requested service | Your chosen contact property or note |
| Call reference | A reference field used to identify the source call |
- Direction
- Penny sends the call event to Zapier. Your Zap finds or creates the HubSpot contact and writes the selected fields.
- When it happens
- The workflow starts after Penny finishes processing the call. Zapier and HubSpot control the subsequent action timing.
This is a Zapier workflow, with your mapping and account permissions. It does not give Penny a live view of the sales pipeline or make her update deal stages during a call. Zapier may require a separate paid plan for the workflow you choose.
Set up the connection
- 1
Choose the Penny trigger
In Zapier, connect Penny with the credential shown in Penny’s integration settings. Select the lead trigger if this workflow is for new inquiries, then load a marked test call.
- 2
Connect HubSpot and set the match
Authorize the intended HubSpot account in Zapier. Choose a contact search or create action and decide which supplied identifier should match an existing contact.
- 3
Map only the fields you need
Map the caller’s captured details. Add a summary property or a supported note action if the team needs the reason for calling. Define what the Zap should do when email or another required identifier is missing.
- 4
Inspect the contact before enabling the Zap
Run the test and open HubSpot. Check the contact association and note placement, then enable the Zap. Keep an eye on its task history for failed actions.
Illustrative HubSpot mapping through Zapier
- Contact name
- Sample Caller
- caller@example.com — supplied by the caller
- Inquiry note
- Wants a consultation about a kitchen remodel
- Source reference
- Sample Penny call reference
Check the first result
Test one new contact and one inquiry from an existing contact. Confirm the matching rule attaches each call to the intended record instead of creating an avoidable duplicate.
Questions about this connection
Does Penny create a deal during the call?
This route runs through Zapier after call processing. Your Zap chooses the contact action and mapped fields. Any deal or note action must be supported and configured in that workflow.
How do I know the connection is ready?
Test one new contact and one inquiry from an existing contact. Confirm the matching rule attaches each call to the intended record instead of creating an avoidable duplicate.