Why Integrate Phones with HubSpot?

Centralised Communication History
When calls are automatically logged into HubSpot, you get a complete timeline of interactions. This means no more lost notes or forgotten follow-ups. Every call, voicemail, and recording is attached to the right contact.

Improved Sales and Support Efficiency
With click-to-call functionality and auto-logging features, your team spends less time dialing and more time selling or solving problems. Call outcomes can be logged in real-time, and follow-up tasks can be triggered immediately.

Enhanced Reporting and Insights
Integration enables robust reporting. Track call volume, duration, frequency, and performance metrics directly in HubSpot. Managers gain better visibility into team performance and customer engagement trends.

Personalised Customer Experiences
When calls come in, your team can see the caller’s profile in HubSpot, including previous interactions, deals, and support tickets. This empowers reps to deliver a more personalised and informed experience.

The integration provides these features:

• Click-to-call: the ability to call numbers from HubSpot
• HubSpot workflow for inbound calls: tracking the outcome of a call with actions and notes to add
• Call logging: you can see all calls in the call list

In addition, when you have call recording enabled, you can always go back to the conversation for monitoring, training and dispute resolution.

Setup can be done in 20mins and usually involves:

• Downloading the software
• Setting up the phone system to work with HubSpot
• Syncing users and permissions
• Customising call logging settings

See here what are the benefits of integrating your phones with HubSpot.