CloudTalk

Learn how to link contacts from your HubSpot lists to a CloudTalk campaign.

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Adding contacts to a <a href="http://help.cloudtalk.io/en/articles/8428838-campaigns">campaign</a> by contact tag is just one way to populate a campaign in CloudTalk. Another way you can add contacts to a campaign is by linking a contact list from your HubSpot integration.

an <code>Admin</code> or <code>Supervisor</code> role in CloudTalk

an active <a href="http://help.cloudtalk.io/en/articles/3206271-set-up-hubspot-integration">HubSpot integration</a>

One or more contact <a href="https://knowledge.hubspot.com/lists/create-active-or-static-lists#types-of-lists" rel="nofollow noopener noreferrer" target="_blank">lists in HubSpot</a> that is viewable by everyone (no access limits)

- an <code>Admin</code> or <code>Supervisor</code> role in CloudTalk
- an active <a href="http://help.cloudtalk.io/en/articles/3206271-set-up-hubspot-integration">HubSpot integration</a>
- One or more contact <a href="https://knowledge.hubspot.com/lists/create-active-or-static-lists#types-of-lists" rel="nofollow noopener noreferrer" target="_blank">lists in HubSpot</a> that is viewable by everyone (no access limits)

This feature is made to be used when setting up a power dialer campaign on the <a href="https://dashboard.cloudtalk.io/" rel="nofollow noopener noreferrer" target="_blank">dashboard</a>.

From Dialer &gt; Campaigns, select +Add Campaign.

In Basic Settings, there are two options for adding contacts to your campaign.

1. For Contacts from your CRM, select CRM Contact List.
2. Type or scroll to search and select the desired list by name.
3. The list names you can choose from will be from contact lists in HubSpot (or Salesforce, if integrated with both).

Select Create Campaign and Confirm to finalize changes.

1. Contacts from the selected list(s) in HubSpot will automatically be added as campaign contacts.

1. From Dialer &gt; Campaigns, select +Add Campaign.
 
2. In Basic Settings, there are two options for adding contacts to your campaign.
 1. For Contacts from your CRM, select CRM Contact List.
 2. Type or scroll to search and select the desired list by name.
 3. The list names you can choose from will be from contact lists in HubSpot (or Salesforce, if integrated with both).
 
 
 
3. Select Create Campaign and Confirm to finalize changes.
 1. Contacts from the selected list(s) in HubSpot will automatically be added as campaign contacts.

This feature is not accessible from our legacy dashboard.

The synchronization of HubSpot contacts into CloudTalk campaigns is currently one-way, from HubSpot to CloudTalk. This synch is updated on a daily basis.

Post-call work like summaries and call tags will be exported as normal. Within HubSpot integration settings, tags can be mapped to affect outcomes associated with calls in HubSpot. Survey answers are not automatically exported to HubSpot, but a workflow <a href="http://help.cloudtalk.io/en/articles/7896628-export-survey-answers">automation for exporting survey answers</a> can be configured.

You may notice a difference in the number of leads or contacts added to your CloudTalk campaign as compared to the combined number of contacts from the HubSpot lists you selected. This happens as a result of duplicates within a campaign.

Sometimes, the same contact exists in multiple HubSpot lists that you selected, especially when using static lists in HubSpot. When we recognize these duplicate contacts within the same campaign, we merge them into one.

A contact can only be assigned one time within a given campaign, but different campaigns can have the same contact in their calling lists.

If you need any further assistance please do not hesitate to reach out to our <a href="mailto:support@cloudtalk.io" rel="nofollow noopener noreferrer" target="_blank">Support team</a>, we are always happy to help!

Using a HubSpot List in Campaigns

Prerequisites

Setup

Import Logic

Data Synch

Multiples of the Same Contact / Lead