When HubSpot Call is connected to diio, the calls you record in HubSpot are automatically imported for analysis. The account-level connection is made once by the Settings Administrator; afterwards, each user must meet four conditions for their calls to be captured.
The four conditions per user
For a HubSpot Call call to be captured by diio, all four conditions must be met at the same time:
The call must be recorded in HubSpot Call. Simply marking it as completed is not enough: it needs to have a recording attached.
The user who made the call must have an active seat in diio.
The user's corporate email must be the same in HubSpot and in diio.
The user must belong to a team that has a call playbook.
If any of the four conditions is missing, the call does not enter diio. The condition that fails most often is not recording the call: make sure to enable recording in HubSpot Call before clicking the call button.
How to connect HubSpot Call (Settings Administrator)
Go to diio settings › Integrations and, in the CRMs group, find HubSpot.
Turn on the HubSpot switch and authorize access with your HubSpot account. Then click "Configure"; the "HubSpot Integration Settings" page opens.
The integration becomes active for the entire account.
The Admin only has to do this configuration once. Every user who calls from HubSpot Call and meets the four conditions will have their calls captured automatically.
How to verify your calls are being captured
After making and recording a call in HubSpot, wait a few minutes and look for the conversation in All conversations by filtering by Channel → Calls (there's no filter by call provider, so you can't filter only HubSpot calls). If it doesn't appear, check that your email in HubSpot exactly matches the one you use in diio, and that the call was recorded.