Dai.sy for HubSpot

Setting up Daisy with HubSpot

What the integration does, what to have ready, and the five steps from pressing Install to calling your own number. About five minutes.

What the integration does

Daisy answers your inbound phone calls and writes each one into your HubSpot portal as it ends — no exporting, no copy-typing, nothing to log afterwards.

In HubSpotWhen
Contact Looked up by phone number first. A returning caller is greeted by name and their existing record is used; a contact is created only when there is genuinely no match.
Deal On the contact, stamped with a source of “Phone Call” so calls are one filter away from the rest of your pipeline.
Call Every call, with the full transcript and a link to the recording, on the contact's timeline.
Note A one-sentence summary of what the caller wanted.
Meeting When the caller booked an appointment. Removed again if they reschedule, so HubSpot and the calendar never disagree.

Before you start

The five steps

  1. 1

    Install from HubSpot

    Press Install on the marketplace listing and approve the permissions. That is what lets Daisy write contacts, deals and call records into your portal. Nothing to pay and no card is asked for.

    Already have a Daisy account? Sign in first and connect HubSpot from Settings instead — same result, one less step.

  2. 2

    Tell Daisy about your business

    Give her your website and she drafts your hours, services, pricing and what you do not offer. Read it, fix what is wrong, add what is missing. This is the part worth five real minutes: it is everything she is allowed to say on a call.

    Anything you do not tell her, she does not invent. She says she does not know and offers a callback.

  3. 3

    Decide who callers reach

    Add the numbers a call should be transferred to and the order they ring in. If nobody picks up, Daisy tells the caller the team will ring them back and records it, so the handover never ends in a line that just rings.

  4. 4

    Connect a calendar

    Sign in with Google or Microsoft and pick the calendar to book into. From then on Daisy offers only times that are genuinely free, books the one the caller picks, and sends the invitation while they are still on the line.

    Skip it if you do not take appointments. Everything else works the same.

  5. 5

    Get your number and call it

    Daisy is given a phone number and goes live. Call it yourself before you tell anyone else about it — you will hear exactly what a customer hears, and the call will appear in HubSpot the moment you hang up.

Once she is live

Every call, in one list

Calls, appointments booked, average length and transfers, with each call searchable by what was actually said.

Changes need a publish

Edit what she knows, then press Publish to the phone line. The next caller hears the new version; nothing has to be rebuilt. Until you publish, callers hear the previous one.

Questions that come up

Do I have to change my phone system?
No. Daisy gets her own number. Keep your existing one and forward it to hers whenever you are ready — or not at all, and use hers for new enquiries only.
What happens to a caller she cannot help?
She puts them through to the number you nominated. If nobody answers she takes their details, tells them the team will ring back, and the whole thing is logged in HubSpot — the details are taken before the transfer is attempted, so nothing is lost either way.
Are calls recorded, and are callers told?
Yes to both. Every caller is told at the start of the call, before any details are taken, and the recording and transcript are attached to the call record in HubSpot.
What does it cost to try?
There is a free trial with no card. It ends on whichever runs out first — ten call-minutes or three days — and when it does, callers hear a short message instead of Daisy until you choose a plan. Nothing is deleted.
How do I cancel?
From Billing → Manage subscription in the app, any time. Everything already written into your HubSpot stays yours.
What if I uninstall?
Daisy stops answering and stops writing to your portal. Nothing already in HubSpot is touched.