When the HubSpot CRM Integration is paired with our Webphone, this allows access to the following information and features:
Create new HubSpot contacts during active calls, in phonebooks or call history.
View HubSpot contact's information during an active call, in phonebooks or call history: name, email, company, contact owner, lead status, and the last date of activity.
See active deals of a contact with links to them in HubSpot and a hint about the amount of these deals.
See active tickets of a contact with links to them in HubSpot and a hint on the status of these tickets.
Log calls to HubSpot and leave notes on them: both during an active call and in the call history.
Please see CRM Integration licenses to gain access to the CRM Integration.
Screenshots from the HubSpot CRM Integration are provided below:
- Our Webphone Designed Specifically for Business
- HubSpot Contact Information During an Active Call
- Log the Call and Leave Notes to HubSpot
- View Open Deals
- View Open Tickets