Hi Community! My team would like to be able to map "Lead scoring" from Aircall to HubSpot. Question is: can I create some tags (hot deal - warm deal - cold deal) and map them with HubSpot property?
Hi @RMazzucchelli7 ,
Yes, Aircall tags are written to the HubSpot call notes, so you could create a call-based workflow in HubSpot accordingly...read more
I have to make five clicks to record that I left a message. 1) Select calls tab 2) Log Call 3) Outbound call 4) Left Message 5) Save Is there a way to have a single "button" that when selected will record that I left a message with a prospect? read more
Hi @jfd118 ,
Not out of the box, no, and not natively. You could request this from the HubSpot product team here: https://community.hubspot.c...read more
Hello Community, I have 2 PCs one at home and one at office and both are logged in with Hubspot on the same account. Now the problem I'm facing is I'm getting inbound calls with ringtune at my office PC and Not getting inbound calls at my home read more
Hi @ELLC ,
Even after logging out of your office PC, HubSpot's calling tool may still route inbound calls to that device. I believe this could b...read more
In HubSpot Help Desk, calling options only appear within an active convo or ticket. To start a call, you will have to first open or create a ticket....read more
Hey, if your HubSpot numbers are showing up as "Scam Likely," it's usually because carriers are flagging them—often due to high call volume or unknow...read more
I've tried to find answers on how to mass download recorded calls regardless of contact record for data analysis purposes, but am having no such luck. Has anyone found a way to do this?
Hi @ALewis60 ,
HubSpot doesn’t offer a built-in method to mass download call recordings directly through the UI. There's an idea in the forum...read more
Hi all, All of our reps have Teams phone licenses, so all have phone numbers. We would like them to be able to make calls from HubSpot with their Teams number and for calls made to automatically log in the record. Has anyone else done this? When I read more
Hi @Patti_R - sorry for the delay in getting back to you, bank holiday weekend and all!
So the main difference would be that Porting a number...read more
Hello! When calling out of Hubspot with Aircall, specifically from the "Sales Workspace Tab"... sometimes Hubspot has trouble connecting to the Aircall dialer (see below and advise)
Hi @PGuidash ,
From what you’re describing, the issue where HubSpot sometimes can’t connect to the Aircall dialer when calling out from the Sa...read more
Hello, I have the issue that although we have registered 3-4 different numbers in Hubspot, from different countries, it always calls form the same number. Even though I swtich the number right before I call, it seems to jump back to one number and read more
Hi @StefanAndersen ,
That's excellent news! I'm truly relieved to hear that you managed to resolve the calling issue on your end. You're absol...read more
Hello everyone, I had to use call forwarding ie, when I place a call from the CRM it would use my cell phone. Now I want to turn that off and just use the desk top version but cannot find how to do that. Please help, I know it's a simple thing bu read more
Hi all I figured it out, when you click on the Call button there is a window that pops up, on the bottom there is a drop down to call using software ...read more
Hi all, We've started using custom Rich Text properties in our CRM records and added them to several Playbooks to improve data entry and documentation. However, we've noticed that when using a Rich Text field inside a Playbook , it always ope read more
Hey, @CKelder 👋 Thanks for your post. While this is the expected behavior for this property type, your feedback is valid and useful. If you have...read more
Currently, whenever a sales rep closes a new deal in our sales pipeline, it'll create a renewal deal within our renewal pipeline. But we have a few renewal deals. We'd like to close a 3-year deal in our sales pipeline and automate the creation o read more
@DKu20 The cleanest way is a deal-based workflow in HubSpot that fires the moment a “New Business” deal hits Closed Won, then uses three “Creat...read more