topic Re: Basic Phone system question in Calling

Basic Phone system question

BComer — Tue, 13 Sep 2022 21:33:33 GMT

Can anyone help me understand how the Hubspot phone system will work in an office with users that are not Hubspot users.

We are new to hubspot and want our sales guys to be able to use the Hubspot calling system for screen pops, easy dialing and call recording. But we have other staff that will not be using Hubspot. We have an NEC VOIP system with deskphones we are currently using, that does not integrate with Hubspot. The sales guys will need to be able to transfer calls to others in the office. My preference was to stay away from an integration since they are not always seemless. What are my options. Sorry if this is too vague.

Appreciate any assistance

Bob

Re: Basic Phone system question

kvlschaefer — Wed, 14 Sep 2022 17:26:49 GMT

Hi @BComer,

Thanks for reaching out to the Community!

I wanted to refer you to the calling integrations in our App Marketplace. I would recommend taking a look through the library and seeing if an app could help achieve your goal of transferring HubSpot calls to non-HubSpot users as this functionality currently doesn't exist within HubSpot calling. This help article explains how to integrate a third-party calling app or custom app with HubSpot.

I also wanted to add some of our experts here - @Mike_Eastwood, @HubDoPete, @himanshurauthan to see if they have any thoughts. Do you have any suggestions for @BComer on this?

Thank you!

Best

Kristen

Re: Basic Phone system question

BComer — Thu, 15 Sep 2022 14:40:38 GMT

Kristen thanks for the information.

Who should I speak to about the functionality of the hubspot phone system?
It seems this is an add-on to hubspot but there is no specific department
to speak to about what the hubspot calling function looks like. For
instance, how would I have known that you can't transfer calls or what the
interface looks like?

If there is someone specific I should speak to, just so I know the
capabilities, please let me know and I will call them.

It makes sense for us to use this, due to how well integrated the calling
is and the fact that we have sufficient free minutes for our needs.

Thanks

Bob

Re: Basic Phone system question

SWong1 — Fri, 21 Jul 2023 11:56:33 GMT

Is there any update on this? Our team is experiencing the same problem. We need to be able to live transfer calls to another number we have.

Re: Basic Phone system question

kvlschaefer — Fri, 21 Jul 2023 12:31:52 GMT

Hi @SWong1,

Thanks for reaching out!

It's currently not possible to live transfer calls with the HubSpot phone system. I would recommend upvoting this related idea in the Ideas Forum and commenting on your use-case in the thread so our product team can take your feedback into account for potential product development in the future.

Thank you,
Kristen