In this tutorial, you'll learn how to make outbound phone calls from your Salesmsg phone number right from HubSpot CRM.
Native Calling
Salesmsg is taking your HubSpot calling experience to the next level! You can now initiate calls effortlessly through a sleek, in-page modal—eliminating frustrating pop-ups and unnecessary window switching.
How to Use Salesmsg’s HubSpot Calling Modal
Navigate to a contact’s profile in HubSpot.
Click the Salesmsg call button.
Instantly, a sleek modal will appear, displaying the contact’s phone number and call controls.
Place the call seamlessly, while staying within the HubSpot interface.
Once the call is complete, close the modal and continue working without interruption.
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.
Call Outcome Mapping
Never lose track of an inbound call again! Salesmsg now automatically logs when a voicemail is left, giving HubSpot users deeper insights into call outcomes.
Mapping table is below:
Salesmsg | HubSpot |
busy | Busy |
no-answer | No answer |
Voicemail | Left live voicemail |
completed | Connected |
failed | Wrong number |
With more detailed call outcomes mean better follow-ups, improved tracking, and enhanced automation in HubSpot. Now, when a voicemail is left, you’ll see a "Left live message" entry in the contact’s activity timeline.
Steps
Receive an inbound call on your Salesmsg inbox number from a contact.
Let the call go to voicemail or manually send it to voicemail.
Leave a detailed voicemail message that provides clarity on the purpose of the call.
Log in to HubSpot and navigate to the contact record associated with the call.
Locate the inbound call activity in the contact’s activity timeline.
Verify the new outcome – it will display "Left live message," ensuring accurate tracking.
Leverage automation by triggering workflows, follow-ups, or reporting based on this new outcome.
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.
Call Records
Whenever you place a cal through HubSpot it enters a record of all made calls this allows for you to go through all of your contacts and see how you interacted with them.
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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