Do this and more with Nextiva + HubSpot.
Call Logging as an activity
Automatically log call activities to your HubSpot records. Simply associate your call to the correct contacts or accounts, and the integration logs your call as an activity when you hang up.
Hop into your call with Screen Pop
An incoming call pops right onto your screen. One click brings up the customer's record in your HubSpot instance. If the call is from a new number, associate it to an existing record.
Quickly find and call contacts
Your HubSpot instance becomes an address book that lets you search for contacts easily. One click opens the record, and another starts a call from your phone to their phone number.
Add the #1 rated business phone service.
Download a desktop application to manage your integration.
Software integration requires a Windows® computer.
This integration does not offer live data, but caches HubSpot information periodically.
This integration is recommended for HubSpot CRM instances with less than 30,000 contact records.
FAQs: HubSpot phone integration
Just mention it to your account executive or client success manager. They'll be happy to include the HubSpot phone integration in your commercial phone service account.
The HubSpot phone integration will come on request with certain packages at no additional charge depending on volume, but will be available à la carte to all Nextiva cloud PBX customers at an additional charge. It's not available out of the box.
Yes, the HubSpot phone integration will ring your desk phone, softphone, or mobile app after you click a phone number in your HubSpot instance. Answering your phone will place the call to the phone number selected.
The HubSpot integration can be completed with a desktop application, but works with calls taken from your desk phone, softphone, or mobile app.
Whether you use Click-to-Call or your call history to place outbound calls, take an inbound call directly or from a call center/contact center, the HubSpot CTI will provide some functionality to your CRM system.