HubSpot Custom Phone Field Setup HubSpot Custom Phone Field Setup

HubSpot Custom Phone Field Setup

Alex Mann Alex Mann

Setting Up Custom HubSpot Phone Fields for Kixie

With a properly-configured custom phone field, you can click-to-call () from the custom phone field and the resulting click-to-call will DirectSync to the HubSpot contact, but inbound calls, manual dials and SMS messages will not integrate with numbers stored in custom phone fields. This is because the custom fields are not searchable by Kixie. For full integration, store your phone numbers in the HubSpot Contact "phone number" or "mobile phone number" fields.

 

In order to do add a properly-configured custom phone field, the phone number field must:

  1. Initially, contain "phone" (or "Phone")

    mceclip0.png
  2. After initial setup of the "phone" field, you can modify the name to whatever you would like.