Can you someone explain how to effectively use call snippets and playbooks? And how to create my own call snippets and playbooks? Thanks

Hey, Hope you're all well? Just wanted to see if there was a way to make outbound calls in Hubspot to contacts that are not in Hubspot? I have a spreadsheet of over 30K business numbers I want to csall but not add them to Hubspot until read more

How can I setup a toll-free number that customers can call, which then leads to an automated calling tree that allows callers to choose department to be forwarded to?

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 read more

Whe we try calling through Hubspot and try to call out, we can only call through sales messenger. Any advice would be appreciated. We have Ringcentral downloaded.

Our current inbound process is: demo request submitted on website, HubSpot assigns a Task to an Inbound BDR (round robin style), then the BDR calls them. I've found this process leads to a vast majority of leads not being called immedi read more

Hi For my team's KPI we need to track number of calls within a month and call duration. We currently have our phone software integrated with hubspot, we can track number of calls with assigned users (we have a report set up on our dashboard). read more

Hello, I would like to download all the calls for a single customer (~20) that were done over a couple of months so I may use them to create training material for onboarding sales individuals. How would I download the calls in bulk or is thi read more

Hi experts, Prerequisites: - 3rd party callrail successfully connected - Hubspot transcriptions set to ON - Superadmin with sales seat - Sales Professional Hub As seen in screenshot, I have a voice recording, but have been gettin read more

We've been using Hubspot for several years, with native dialling outbound. I want to add in a dialler and thought it would be best to use Twilio. Twilio seems to have only a preview dialler and no progressive dialler. Has anyone experience of the read more

Thw option to use a 3rd party calling application instead of the built in phone app of the mobile phone when tapping on a phone number within HubSpot mobile app.

I left a comment on a teammates call earlier this month. I wanted to reference the comment and didn't remember the title of the meeting/call. What's the best way for me to find it, other than searching through the long list of all recent calls? read more