×

Hupspot Mobile Widgets Guide

How to Add Hubspot Calling Widgets to Your Mobile Home and Lock Screen

Adding a Hubspot calling widget to your mobile device lets you jump into sales and support calls faster, right from your home or lock screen. This guide explains how to add and customize these widgets on both iOS and Android so you can quickly access recent calls, contacts, and call outcomes.

What Is the Hubspot Mobile Calling Widget?

The Hubspot mobile calling widget is a compact, interactive element you can place on your phone’s home screen or lock screen. It connects directly to the Hubspot mobile app so you can:

  • View recently contacted records.
  • See recent call activity from your CRM.
  • Start new calls with a single tap.
  • Track call activity without opening the full app.

Because the widget pulls data directly from your CRM, it keeps your calling workflow aligned with records in your Hubspot account.

Requirements Before Adding a Hubspot Widget

Before setting up a widget, confirm the following requirements are met:

  • You have the latest version of the Hubspot mobile app installed.
  • You are logged into the correct Hubspot account on your device.
  • You have granted the app necessary permissions for calling and notifications.
  • Your device runs a supported version of iOS or Android.

If you are unsure about app setup or permissions, review your mobile settings or consult your CRM administrator.

How the Hubspot Widget Works on Mobile

The widget surfaces CRM data from your Hubspot account and displays it in a compact layout on your screen. While the exact layout and options can differ slightly between iOS and Android, the core capabilities are similar:

  • Quick shortcuts to call contacts.
  • Recent calls overview.
  • Tap-through to full records inside the app.

All actions triggered from the widget are logged back to your Hubspot CRM as long as your app is connected and synced.

Set Up the Hubspot Widget on iOS

On iOS, Hubspot widgets can appear on the home screen, Today View, and the lock screen (depending on your iOS version and settings). Follow these steps to add and configure the widget.

Step 1: Access the iOS Widget Gallery for Hubspot

  1. Unlock your iPhone and go to the home screen.
  2. Touch and hold an empty area until the icons start to jiggle.
  3. Tap the + button in the top corner to open the widget gallery.
  4. In the search bar, type Hubspot.
  5. Select the Hubspot widget from the list of available widgets.

If you do not see the Hubspot option, make sure the Hubspot app is installed and updated from the App Store.

Step 2: Choose a Hubspot Widget Size and Type

In the widget preview, iOS typically offers different sizes or layouts. Available options may include:

  • Small widget for a compact shortcut to recent calls.
  • Medium widget to show more call activity or multiple records.
  • Large widget (if provided) for a broader overview.

Swipe through the available Hubspot layouts and tap Add Widget on the option that best fits your workflow and screen space.

Step 3: Place the Hubspot Widget on Your Home Screen

  1. After tapping Add Widget, the Hubspot widget will appear on your home screen in jiggle mode.
  2. Drag the widget to your desired position on the screen.
  3. Tap Done in the top corner to save your layout.

You can move the widget at any time by pressing and holding it until jiggle mode activates again.

Step 4: Configure the Hubspot Widget Content

Depending on your iOS version and widget type, you may be able to configure what the widget displays:

  1. Press and hold the Hubspot widget.
  2. Tap Edit Widget if the option appears.
  3. Choose from available configuration options, such as:
  • Call type or source (for example, recent calls or specific pipelines).
  • Which Hubspot account or workspace to use if you have multiple accounts.

Once configured, exit the settings to apply your changes. The widget will refresh with the selected Hubspot data.

Add the Hubspot Widget to the iOS Lock Screen

On supported iOS versions, you can also add small Hubspot widgets to the lock screen for ultra-fast access.

  1. Touch and hold the lock screen until the customization interface appears.
  2. Tap Customize and select the lock screen.
  3. Tap the widget area below the time.
  4. Scroll through the widget choices and choose Hubspot.
  5. Select the Hubspot widget style you prefer and tap to add it.
  6. Tap Done to save your lock screen.

Once added, the lock screen widget will provide quick visibility into call activity without requiring a full unlock, depending on your privacy settings.

Set Up the Hubspot Widget on Android

Android also supports Hubspot widgets on the home screen. The exact steps can vary slightly by device manufacturer and Android version, but the core process is similar.

Step 1: Open the Android Widgets Menu for Hubspot

  1. Unlock your Android device and go to the home screen.
  2. Press and hold on an empty area of the home screen.
  3. Tap Widgets from the bottom or side menu.
  4. Scroll through the widgets list or use the search bar to find Hubspot.
  5. Select the Hubspot widget from the available options.

If Hubspot does not appear, confirm the app is installed from the Google Play Store and that you are logged in.

Step 2: Choose and Place Your Hubspot Widget

  1. Press and hold the Hubspot widget you want to use.
  2. Drag it to the desired spot on your home screen.
  3. Release your finger to place the widget.

Some Android launchers allow you to resize the widget:

  • Press and hold the widget.
  • Release when resize handles appear.
  • Drag the edges to adjust the size, then tap outside the widget to confirm.

Step 3: Configure Hubspot Widget Options on Android

After placing the widget, you may see a configuration screen or settings icon:

  1. Follow on-screen prompts to select the Hubspot account if prompted.
  2. Choose what the widget should display, such as:
  • Recent calls.
  • Frequently contacted records.
  • Other call-related options where available.

Save your changes. The widget will refresh with your Hubspot CRM data.

Using the Hubspot Widget for Calling

Once the Hubspot widget is set up on iOS or Android, you can use it to speed up your daily calling activities.

Common Hubspot Widget Actions

  • Tap a recent contact in the widget to start a call through the Hubspot app.
  • Open a contact or record from the widget to view full details in the app.
  • Monitor recent call outcomes or activity at a glance.

Calls initiated from the widget are tracked in your Hubspot CRM just like calls started from within the app itself.

Troubleshooting Hubspot Widget Issues

If the Hubspot widget does not appear or stops updating, try the following:

  • Confirm you are logged in to the correct Hubspot account.
  • Update the Hubspot mobile app from the App Store or Google Play.
  • Restart your device.
  • Remove the widget and add it again.
  • Check system permissions for background activity and notifications.

For more detailed, platform-specific steps, review the official Hubspot documentation on mobile widgets at this Hubspot knowledge base article.

Best Practices for Hubspot Mobile Widget Setup

To get the most from your Hubspot mobile setup, consider these best practices:

  • Place the widget on your primary home screen or most-used lock screen layout.
  • Choose a widget size that balances visibility and space for other apps.
  • Align widget display options with your daily calling priorities, such as high-intent leads or open deals.
  • Periodically review your widget configuration when your sales process changes.

Teams focused on sales operations or CRM optimization can further refine their mobile configuration using expert consulting resources such as Consultevo.

Next Steps With Hubspot on Mobile

After you add the Hubspot widget on your iOS or Android device, explore additional mobile features:

  • Log notes and outcomes after each call while the details are fresh.
  • Use push notifications to respond quickly to new leads.
  • Sync your calendar and meetings with contacts from your widget shortcuts.

By combining the widget with other mobile tools, your Hubspot environment becomes a powerful hub for real-time calling and CRM activity.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

Scale Hubspot

“`

Verified by MonsterInsights