I’m getting some pushback from our sales team on manually logging outbound calls in HubSpot. Reps are making 30+ calls a day, and logging each call afterward, whether they connected or left a voicemail, is becoming tedious.
I’m looking for ways to simplify or automate this process. A few options I’m considering:
- Using HubSpot’s built-in calling through desktop/mobile
- Using a third-party calling/outreach tool that automatically logs activity
- Bulk logging call activity and associating it with the appropriate contacts/companies (if possible)
Has anyone dealt with a similar situation? Open to any tools, workflows, or suggestions that have worked well.
Hi @MDiaz705,
It sounds like your reps are making calls outside of HubSpot, then manually logging them in HubSpot? If so, yes, calling directly from HubSpot will make their life easier and prepopulate some information on the call automatically: Make calls in the HubSpot browser
Best regards
Hi there. Wanted to put a plug in for a tool I find really helpful that could help beyond just the HubSpot calls (which would solve your issue as already mentioned)! I recently started using Avoma which integrates with HubSpot and lays on top of Zoom/ HubSpot caller to add notes to your HubSpot record automatically. The feature that sets it apart for me is that it can distinguish between internal calls/ meetings in Zoom, etc. and external calls, so it won’t make recordings of internal calls accessible to others or put it on a contact record. That’s VERY helpful for managers!! Additionally it’s AI is top notch and I can ask when we covered a specific topic in a meeting and it will give me a time stamp to share with the client for trainings, too. (Note: I’m not an Avoma partner, I just genuinely find it really useful so thought I’d share!)