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Improve your team’s productivity and customer experience with HubSpot phone integration. Automatic call logging, real-time call analytics, and direct dialing from CRM simplify communication.
Connect with your customers globally without breaking your budget. Enjoy competitive international call rates and intelligent features such as AI-powered voice intelligence, automatic call logging, and a simple pricing structure.
Access to Customer Data
HubSpot Phone Integration allows your team to access customer data in one platform without switching between multiple applications. It is conducive when working remotely. Instead of relying on manual entry, your team can make quotas and work more efficiently using the CRM’s calling and texting tools.
For example, when a customer calls the company’s chatbot and switches to a live agent, the information logged in their CRM is transferred to the new representative. It is called omnichannel communication, ensuring that the caller’s experience remains consistent no matter which representative they speak with.
The integration also eliminates the need to switch back and forth between platforms to locate a contact’s profile. Dialpad automatically displays each caller’s relevant HubSpot contact profile, allowing teams to answer customer questions quickly and effectively. The solution also syncs call data between the two platforms, enabling teams to listen to recordings of previous calls. It can help them identify opportunities for improvement and improve their sales messaging and approach to different customer types.
Real-Time Call Analytics
HubSpot phone integration with Dialpad creates a complete cloud-based telephone system inside your CRM, enabling one-click calling and instant access to call notes. It also enables you to use the 8×8 power dialer to increase hourly call abilities by hundreds of dials per agent, boosting productivity.
Detailed call analytics and reporting provide valuable insight into customer behavior, sales performance, campaign effectiveness, and more. This data can streamline and automate business processes for increased productivity and a more compelling customer experience.
When you integrate HubSpot with a call tracking tool, all calls made within the CRM are automatically logged in your contact records, providing full context for each conversation. It helps your teams spend less time logging their activity in multiple systems and more time engaging with customers. It also allows you to understand your international call patterns better and improve overall sales and support outcomes. Enhanced call analytics also enable you to identify trends and optimize your marketing campaigns. It means improved lead generation, nurturing, and a more personalized customer journey.
Automated Call Recording
With HubSpot Phone Integration, inbound calls are automatically recorded. When call recording is enabled, the caller is informed that the conversation is being recorded and must consent before continuing the call. Inbound calls are then recorded in a call log in the account, and the recording is also available in the lead or contact record timelines.
Sales teams can use the power-dialing feature to contact prospects, quickly reducing manual data entry and increasing productivity. Managers can evaluate the team’s performance and identify improvement areas by keeping a complete call log in the CRM.
Note that the number of calling minutes in a month is limited and can be exceeded, triggering an alert when reaching the limit. If you do reach your calling minutes limit during a live call, you can still finish the call, but you will only be able to make additional calls in that month once the minute balance resets. In addition, some call-related data (such as notes or the caller’s phone number) may not be able to be synced.
Customizable Templates
Many businesses need help to keep up with customer demands and expectations. With seamless call integration, your team will have access to a complete suite of tools that make it easier to provide top-notch customer service.
Previously, your representatives would need to manually log all relevant data from calls into HubSpot contact records. This task can be time-consuming and may result in errors. In addition, customers can become frustrated if they are asked to repeat their information multiple times.
A HubSpot Phone Integration automatically logs all conversation data into your CRM. It saves your team time and ensures that all call data is accurate, essential for effective sales and customer service.
Additionally, a HubSpot Phone Integration with Dialpad allows your representatives to create new HubSpot contacts from within the VoIP platform. It eliminates the need to switch between applications and search for customer profiles, which saves valuable time and improves overall performance, data analysis, and management.
Streamlined Communication
When all communication tools are connected in a single workspace, your team can focus on providing personalized customer experiences. It reduces the time spent navigating different systems or trying to keep track of data in silos.
Make calls without leaving the platform using a HubSpot phone integration that allows you to click on a contact or company to start a call. Easily log information about the call and attach call recordings or transcriptions to your records.
Aircall automatically logs all call data in your CRM in real-time, including a link to complete call recordings and transcripts. Your teams can also automate post-call processes using Aircall’s tagging capabilities and workflow triggers.
Prioritize your sales calls with engagement and contact property data from your CRM database so that the most critical prospects get top priority in the calling queue. It also reduced the number of times customers had to repeat their needs and helped to save valuable call time.=