Logging Calls Initiated in Mobile App

How do I see if the report is filtering out calls from the phone? The option to log the call does appear when I hang up.

Thanks,

Mike

Hello @MLink,

For the calls to log in HubSpot while you using our Mobile app, it’s necessary the prompt “log call” once your finish, if this action it’s not showing in your end, the call will not be logged.

Please note: if you make a call using the HubSpot mobile app, the call will only log to the record of the contact that you’re calling. The call will not log to the contact’s associated records.

I wanted to share 2 knowledge base articles with more information in how to troubleshoot, but I would recommend to start by deleting the app and reinstallign back.

  1. HubSpot mobile app features
  2. Troubleshoot HubSpot mobile app

I hope this information helps.

Pam

The call log prompt comes up and I am able to select call type and call outcome however, only the call type is logged when this window closes. On our reports only calls which have call outcome & type are recorded so because the outcome is not logged, they do not show up. Does this make sense?

Hello @MLink, could you please provide us a screenshot of the example? The more information, screenshots, and details you can provide, the better I can advise on the next steps.

Thank you,

Pam

Hi.

Calles made through the mobile app are not being logged. I created a test deal, assigned contact and made a call to the contact. After the call, I added a note and a call outcome. The app showed that the call has been logged, but its not showing up under the deal or the associated contacted.

Please help

Hi @MHuman

Thank you for reaching out.

- Can you confirm you click ‘Save’ at the bottom of the screen once you’ve added the notes and the call outcome?

- If yes, could you follow these troubleshooting steps?

If this is still happening:

- when you go back to the deal, do you see the call on the mobile app and not on desktop, or is the call not here on both?

- Is this happening to your colleagues as well or on your end?

- Is this happening with all the calls you’re making from the HubSpot App?

Thank you

Best

Tiphaine

It would be great to associate the call to a deal the contact is associated with! Currently doe not happen

I’ve read through this thread and I think I have a user experiencing a similiar issue…

One user is having issues getting calls to log correctly in the CRM when making calls from the contact record on his Samsung Android mobile device. He is able to make a call, end the call, record notes and save. He states he is also given the option to create a follow-up task after the call. If he creates the follow-up task then the call is NOT logged, only the follow-up task. However, if he does not choose to create a follow-up task then the call is logged correctly. I’m unable to duplicate this using my own mobile device -- I’m on an iphone and I am NOT prompted to create a follow-up task after the call notes are saved (or anytime within the notes after the call has ended). What’s the expected behavior here -- have I discovered a bug or another case of user error?

Hi Community!

We experience something similar to what Amanda described back in August.

One of our salespeople (has an iPhone device) is NOT prompted by the system to log his calls or even create a followup. He has the HubSpot app on his mobile phone, we checked the settings and everything should be according to what HubSpot suggest to make the logging possible.

Everything works just fine with the others so we have no idea if this is because of the iOS system or what, but we need help as this makes his administration process much longer. :disappointed_face:

Please help. :disappointed_face:

Hello @FanniZ, could you please provide us with what version of the IOS system does the user currently have? And what would be the HubSpot app mobile version installed? The more information, screenshots, and details you can provide, the better I can advise on the next steps.

I also wanted to share this knowledge base with more information

Thank you!

Pam

Hi Pam,
Thank you for your reply!
Our colleague updated some things on his devices and now it seems to work
alright.
I will gather further details once he starts experiencing the issues again.