How do I call someone on HubSpot?

Calling someone on HubSpot is a great way to connect with contacts and build relationships. By following these tips, you can make sure your calls are effective and productive.

There are a few ways to call someone on HubSpot.

• From the HubSpot mobile app:

  1. Open the HubSpot mobile app.
  2. Tap the Contacts tab.
  3. Find the contact you want to call.
  4. Tap the Call button.

• From the HubSpot CRM:

  1. Go to the HubSpot CRM.
  2. Click on the Contacts tab.
  3. Find the contact you want to call.
  4. Click on the Phone icon.
  5. Click on the Call button.

• From the HubSpot Conversations inbox:

  1. Go to the HubSpot Conversations inbox.
  2. Click on the conversation with the contact you want to call.
  3. In the reply editor, click the channel switcher dropdown menu and select Call.

• From the HubSpot website:

  1. Go to the HubSpot website.
  2. Click on the Contact button in the top right corner of the page.
  3. Find the contact you want to call.
  4. Click on the Phone icon.
  5. Click on the Call button.

Once you have clicked on the Call button, HubSpot will dial the contact's phone number. You can then talk to the contact directly.

Here are some additional things to keep in mind when calling someone on 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.

Calling someone on HubSpot is a great way to connect with contacts and build relationships. By following these tips, you can make sure your calls are effective and productive.