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ATamhaney on September 27, 2023
Can you someone explain how to effectively use call snippets and playbooks? And how to create my own call snippets and playbooks? Thanks
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 27, 2023 15:41
Hi @ATamhaney , These are some great resources to get you started: Create and use snippets HubSpot Sales Hub: Use Cases for HubSpot more
Danny8t4 on September 27, 2023
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
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
September 27, 2023 04:36
Hi @Danny8t4 , No, not that I'm aware off.
rmaza on September 25, 2023
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?
0 upvote
1 Reply
Community Manager
September 26, 2023 03:19
Hi @rmaza , Thank you for reaching out to the Community! I'd like to invite a couple of subject matter experts to this conversation @HFisher7 , more
ABelov on September 22, 2023
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
0 upvote
3 Replies
September 27, 2023 14:41
We are still using the integration for calls. On the call widget, there is the option to "auto log calls". After the call is made you'll be able to more
shaneb1 on September 18, 2023
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.
0 upvote
1 Reply
Community Manager
September 18, 2023 17:31
Hello @shaneb1 Thank you for posting in our Community! Have you followed the steps on how to set up calling here ? Are you getting any errors more
JShelgren4 on September 17, 2023
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
0 upvote
1 Reply
Contributor | Platinum Partner
September 18, 2023 08:31
Hi @JShelgren4 , This sounds like it could be more of a process issue than a software issue. Are the reps aware as soon as these demo more
RebeccaSpataro on September 11, 2023
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
0 upvote
3 Replies
Accepted Solution
Participant | Platinum Partner
September 11, 2023 03:54
Hey @RebeccaSpataro , I see that you have created a report to track your calls against the users on HubSpot. Now, you can put filters in the more
JeremiahLandi on September 08, 2023
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
0 upvote
1 Reply
Community Manager
September 11, 2023 04:31
Hi @JeremiahLandi , Thank you for reaching out to the Community! Great job in finding all of these resources 🙂 I checked for you and indeed, more
TTech on August 31, 2023
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
0 upvote
1 Reply
Community Manager
September 01, 2023 10:47
Hi @TTech , Thanks for reaching out to the Community! HubSpot only supports a select group of third-party calling providers. It looks more
Greatoutcomes on August 28, 2023
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
1 upvote
3 Replies
Accepted Solution
Top Contributor | Partner
August 29, 2023 00:43
Hi @Greatoutcomes , If you are looking for a progressive dialer solution and Twilio’s offerings don’t seem to meet your needs, you might more
ACTvoice on August 24, 2023
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.
0 upvote
3 Replies
Community Manager
August 25, 2023 08:54
Hi @ACTvoice , Thank you the additional information and for your Product Feedback! I therefore recommend you to post this idea on our Ideas more
drewspi on August 23, 2023
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
0 upvote
2 Replies
Participant | Platinum Partner
August 24, 2023 02:20
Hey @drewspi , In the Calls View, you can use advanced filters for "Created by User ID" or "Activity created by" if you know who from your more
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