Enhance your sales and customer support team efficiency. Only 3-click CloudTalk + HubSpot integration allows you to automate your workflows, boost the team performance and track all the important metrics.
In this article, we will show you how to use HubSpot together with CloudTalk to easily initiate calls and access customer information.
If you prefer video setups, here's an instruction video on HubSpot + CloudTalk - Integration Overview:
Easily open caller's HubSpot profile before picking up the call
When receiving a call, you can access the customer's HubSpot profile with a single click even before picking up the call - just click on the HubSpot button. Based on the information stored like notes, files and previous calls, you can provide better and more accurate service.
Outbound call with the Click-to-Call feature
When logged in your HubSpot account, all numbers will be converted into a clickable format and you can easily initiate calls with a single click. At CloudTalk, we call this the Click-to-Call feature.
After the call is initiated, you can learn more about your customer by accessing the HubSpot caller's profile with a single click.
During or after the call, you can add different tags according to your needs. You can also write down a note and evaluate the customer's mood or call quality. After you add necessary information and click on Done, the call will be logged as an activity in your HubSpot.
By clicking the Activity detail, you can see all additional information, such as call date, duration, and even access the call recording.
To categorise your inbound calls and leads, you are able to add customised tags during or after the call. All the calls get automatically logged into the customer profile that includes:
All calls are getting logged in the customer's profile. When you have a missed call from a customer, it will be automatically logged as an activity in the his profile. When you try to reach out to the customer, here you can choose what the outcome was.
Make calls directly from HubSpot
You can get the click-to-call feature in order to start a call directly from your Chrome browser just by clicking on a number in HubSpot. Simply visit our Click to Call page and follow the installation instructions.
Pro Tip: We recommend to remove all other Chrome extensions or other telco providers which may interfere with the click-to-call feature.
If you need further assistance or have any questions, you can contact our Support Team. We are always here to help you!