In this tutorial, you'll learn how to make outbound phone calls from your Salesmsg phone number right from HubSpot CRM.
Inbound Calling with HubSpot Integration
Salesmsg now offers a powerful feature for users integrated with HubSpot: inbound wih your salesmsg number calls can ring directly within HubSpot. This ensures that your team never misses an important call, enhancing both communication and customer response time. Below, we explain how the feature works and how you can use it to optimize call management for your team.
How It Works
When a contact calls one of your Salesmsg numbers, the inbound call will automatically ring in HubSpot for all members of the active Inbox associated with that number. Here’s what you can expect:
Calls Ring in HubSpot: Any inbound call will ring within HubSpot, allowing your team to handle calls from the same platform where they manage their contacts and tasks.
No Need to Worry About Contact Ownership: The feature does not depend on who "owns" the Contact within HubSpot. Instead, all active members of the relevant Inbox will receive the call, ensuring no call goes unanswered.
Inbox Membership Matters: Only users who are part of the active Inbox will be able to receive the call. This ensures that calls are routed to the appropriate team members based on Inbox membership, keeping things organized and efficient.
Calling from the Contact Record
Make sure your Salesmsg organization is integrated with your HubSpot account.
From the contact record page, select the phone button verify the "call from" option is set to Salesmsg.
When the dialer model opens, you can place your call from any Salesmsg inbox you have access to.
You can even edit the phone number you're calling on the fly.
Salesmsg Calling Activity In HubSpot
Salesmsg calling activity is now natively displayed using HubSpot's calling activity type. Right form the timeline, and for each one of your calls, you can:
Review call recordings and voicemails
Set a call outcome
Update the direction of the call
Add call notes
Share call recordings
You can also creates custom reports for your calling activity.
Another method
HubSpot can use your Salesmsg number to call Contacts via Call Forwarding...
Step 1: Set up Call Forwarding on Salesmsg
For step-by-step instructions on how to set up call forwarding on your Salesmsg number, see this article.
Step 2: Verifying Your Salesmsg Number from HubSpot
To verify your Salesmsg phone number on HubSpot, please see this full article Registering your phone number for calling.
Make Calls From HubSpot
From the contact record, click on Call and select the Salesmsg Phone Number to call from. You can place the call from the Browser or from your Phone. For your convenience we added the microphone and headphones settings to the calling widget.
Frequently Asked Questions
What are the costs for call forwarding?
For USA and Canada calling, the rate is 1 message credit/minute.
If I have calling set up with another service provider, can I still call from HubSpot?
You could, but not from the phone number you're using that has voice services with another service provider. All inbound and outbound calls would be through that service.
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