topic Re: Incoming calls RingCentral lead source in Calling

Incoming calls RingCentral lead source

ABelov — Sat, 23 Sep 2023 01:22:45 GMT

Hi guys, is it possible for me to determine which of our multiple phone numbers potential customers call when they use the RingCentral widget in HubSpot? This is crucial because we offer specific deals for Facebook customers and different ones for Google customers. Thanks.

Re: Incoming calls RingCentral lead source

BérangèreL — Mon, 25 Sep 2023 07:42:53 GMT

Hi @ABelov,

Thank you for reaching out to the Community!

I understand that you are using this integration "RingCentral" and you'd like to know the source of the contact, is that right?

I'd like to invite some of our Community Members: @cfranklin050705, @JRowan85 and @LDix, are you still using this integration? If yes, are you able to see the source of the contacts, please?

I also wanted to invite a couple of subject matter experts to this conversation @johnelmer, @DanMYD and @HFisher7, doy ou have any feedback regarding this integration to help @ABelov, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks and have a nice day!

Best,
Bérangère

Re: Incoming calls RingCentral lead source

DanMYD — Mon, 25 Sep 2023 18:47:25 GMT

Unfortunately we haven't come across any way to do this with the native widget.

Once the call log is saved, you'll be able to see the number that they called in the call activity. So one potential way to figure out which number they called would be to save the call log immediately after receiving it so you can see the number. Then editing the activity after the call with accurate data.

Otherwise, a custom integration could be a solution instead.

Re: Incoming calls RingCentral lead source

LDix — Wed, 27 Sep 2023 18:41:42 GMT

We are still using the integration for calls. On the call widget, there is the option to "auto log calls".

After the call is made you'll be able to see what number they called on the contact record activity.

However, I don't believe there is a way to report on this information using hubspot reporting tools.