You can also make calls from the HubSpot CRM, the HubSpot Conversations inbox, and the HubSpot mobile app.
Yes, you can call from HubSpot. There are a few different ways to do this:
- Use the HubSpot Calling tool: This is the most common way to make calls from HubSpot. You can use the HubSpot Calling tool to make calls to any phone number in the world. You can also record your calls and save them to your HubSpot account.
- Use a HubSpot provided phone number: If you have a HubSpot provided phone number, you can use it to make calls from HubSpot. This is a great option if you want to use your HubSpot account to track your call history and make sure that your calls are being recorded.
- Use a third-party calling provider: If you already have a third-party calling provider, you can integrate it with HubSpot. This will allow you to make calls from HubSpot using your existing calling provider.
To make a call from HubSpot, you can follow these steps:
- Go to the HubSpot contact record of the person you want to call.
- Click on the Phone icon.
- Click on the Call button.
- HubSpot will dial the contact's phone number.
You can also make calls from the HubSpot CRM, the HubSpot Conversations inbox, and the HubSpot mobile app.
Here are some things to keep in mind when making calls from HubSpot:
- Make sure you have the correct phone number: You can verify the contact's phone number by looking at their contact record in HubSpot.
- Be aware of your time zone: If you are calling someone in a different time zone, make sure you are calling during their business hours.
- Introduce yourself and your company: When you start the call, be sure to introduce yourself and your company.
- Be clear about the purpose of your call: Let the contact know why you are calling and what you hope to achieve.
- Be respectful of the contact's time: Keep your call brief and to the point.
- End the call on a positive note: Thank the contact for their time and let them know how to reach you if they have any further questions.
I hope this helps!