topic How to find a contact by using only their phone number? in Mobile Application

How to find a contact by using only their phone number?

SBosch — Sun, 29 May 2022 09:39:33 GMT

If I receive a call from one of my prospects to the number I have assigned in Hubspot, only the number shows - not the name of the prospect. How can I find the prospect details using the phone number only?

Re: How to find a contact by using only their phone number?

KAcer — Sun, 29 May 2022 11:06:01 GMT

I have two answers.

First, to answer your question directly, in the search bar in contacts, you can put I think almost anything into the search bar line, including telephone number. I just tested it and the contact name came up immediately.

Second answer, in my Android phone app I enabled the app's ability to display contact name from my HubSpot records. Works also with iPhones. Please let me know if this works for you. It's very handy.

Re: How to find a contact by using only their phone number?

KAcer — Sun, 29 May 2022 11:29:13 GMT

Here is the link to add contacts to your phone screen for incoming calls. Good luck!

https://knowledge.hubspot.com/mobile/enable-caller-id-in-the-hubspot-mobile-app

Re: How to find a contact by using only their phone number?

SBosch — Sun, 29 May 2022 11:43:00 GMT

Thank you. I have set it up. Will test it out. Appreciated.

Re: How to find a contact by using only their phone number?

BStrong — Thu, 28 Jul 2022 15:17:48 GMT

If you are able to get caller id to work, please let me know. The caller id feature only works for me sporadically -- sometimes yes, sometimes no.