When the HubSpot CRM Integration is paired with our Webphone, this allows access to the following information and features:
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Create new HubSpot contacts during active calls, in phonebooks or call history.
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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.
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See active deals of a contact with links to them in HubSpot and a hint about the amount of these deals.
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See active tickets of a contact with links to them in HubSpot and a hint on the status of these tickets.
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Log calls to HubSpot and leave notes on them: both during an active call and in the call history.
Please see CRM Integration licensesto 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