Utilizing HubSpot’s feature of calling is an impactful tool for establishing a rapport with your leads and clients in a personalized and efficient manner. As a fellow HubSpot user, I have experienced the value of this calling feature in my sales and customer support endeavors.
Getting started with calling in HubSpot
To start making calls from HubSpot, you’ll need to have the calling feature enabled in your account. If you’re not sure if you have it enabled or how to enable it, you can reach out to the HubSpot support team for assistance.
Once you have calling enabled, you can access it through the HubSpot CRM or the HubSpot Sales Hub. Simply navigate to the contact or company record you want to call and click on the phone icon. This will bring up the calling interface.
Making a call
When you’re ready to make a call, you’ll see a dial pad on the calling interface. Simply enter the phone number you want to call or select a number from your contacts. Then, click the call button to initiate the call.
During the call, you’ll have a number of options available to you. You can mute or unmute your microphone, put the call on hold, transfer the call to another team member, or end the call. These options can be accessed through the buttons on the calling interface.
While on the call, you’ll also have the ability to take notes. This is especially useful for sales calls, as you can document important information and next steps directly in the contact or company record.
Using call recordings
One of the great features of calling in HubSpot is the ability to record your calls. This can be incredibly useful for training purposes or for reviewing important conversations. To enable call recording, you’ll need to go to your calling settings in HubSpot and toggle the recording option.
Once call recording is enabled, all calls made from HubSpot will be automatically recorded. You can access these recordings in the contact or company record associated with the call.
Conclusion
Calling from HubSpot is a valuable tool for connecting with leads and customers. Whether you’re making sales calls or providing customer support, the calling feature allows you to have more personalized and effective conversations. With options like call recordings and call notes, you can also ensure that important information is captured and documented for future reference.