@MJ60 I stumbled upon a cool beta feature that might be just what you need. It’s called “Calling as a channel in Inbox,” and it connects incoming HubSpot calls to an inbox. I tried it on my portal, and it looks promising.
Once activated, you can link a registered HubSpot number to an inbox.
It’ll work like a charm, ringing the phones of team members who handle calls.
You’ll even find voicemail transcriptions in your inbox!
Using it is super intuitive. And guess what? You can create a ticket from your current inbox view, assign an owner, and manage everything from there. However, it doesn’t seem to have automatic ticket creation for calls.
Why not give it a shot?