Call center integration for HubSpot
Enhance your sales and customer support team efficiency. Only 3-click CloudTalk + HubSpot integration allows you to automate your workflows, boost the team performance and track all the important metrics. Utilize all the benefits without any compromises.
Quick integration overview:
- 2-way real-time synchronization (Calls, Notes, Contacts, Recordings, Tags)
- Sync is done for both Deals, Tickets, and Contacts
- Synchronize the SMS into your Hubspot
- Click-to-Call your contacts from HubSpot and easily initiate calls
- Access recordings without ever leaving HubSpot
- See caller’s HubSpot details before picking up the call
- Check for more details in HubSpot marketplace
Deliver an excellent customer experience
Every client or prospect appreciates personal attention, that’s why you should always have all relevant information about your customers in one place. It only takes one click to get from CloudTalk’s Phone app to the Hubspot customer profile. Have all the important information for when your clients are calling, available even before you pick up the call. This powerful integration allows you to personalize your communication and make it more effective than ever.
Boost your team’s productivity
Always have up-to-date information about your clients. Thanks to powerful CloudTalk + Hubspot call center integration, all your notes, tags, rating, contacts, and communication history are automatically synchronized in both systems — no need to add these details manually.
All your incoming and outgoing calls are automatically logged in to your Hubspot. Moreover, abandoned or missed calls are recorded as well, so you won’t lose track of any deals. With our Power dialer feature, these customers will be dialed automatically once an agent is available.
Use smart metrics to track your team’s activity
Deliver better results by measuring and tracking all important data. CloudTalk offers smart analytics features like a call center statistics and a real-time dashboard, where you can learn more about your team’s performance. These useful insights will highlight the biggest challenges in the customers’ journey.
Use advanced features to increase the team performance
Technology is making our lives simpler and more efficient. CloudTalk offers you several advanced, time-saving features. Click-to-call feature can recognize and convert any phone number in Hubspot to a clickable format and make your sales process faster and more personalized. Spend less time doing repetitive tasks and focus more on your clients.
Synchronize SMS to your Hubspot
To have a complete overview of the interactions with prospects and customers, you can also synchronize SMS sent from CloudTalk to your Hubspot account. After this sync is activated, CloudTalk will simply synchronize SMS to your contact or deals, so you won’t miss any important information when closing the deal.
Streamline daily workflows with Workflow Automation
Workflow Automation is an efficient way of streamlining business processes, especially in customer support and sales departments. This feature can help you connect different tools to CloudTalk in order to reduce the amount of time spent on the unnecessary, repetitive tasks required of your sales or contact center agent.
The most useful scenarios for Hubspot user
- SMS with follow-up sent automatically when a prospect or customer is not reached by an agent;
- Speech-to-text transcription is logged into your Hubspot after an agent finishes the inbound/outbound call with a customer or prospect;
- Exported call details into the chosen system (helpdesk, eCommerce, communication, BI, etc.) & and many more.
How to setup CloudTalk + Hubspot integration
- Log in to CloudTalk Dashboard account here
- Click on Account -> Integrations in the left sidebar menu
- Select HubSpot integration and click on +Add button to install the integration
- You will get redirected to HubSpot Log in page, where you need to log into your account
- If you have multiple accounts, you will be asked to choose which one to integrate with CloudTalk
- After successful login, you will be redirected back to CloudTalk Dashboard
- Once you have completed these quick steps, your integration is ready. Now you can customize your integration according to your business needs.
- Finally, click on the Save button to activate the integration.
See the full integration guide here.
Video Guide: How to setup CloudTalk + Hubspot integration
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