Call Logging/Recording Mobile App

[adamgray926]

There are a few othe CRM's whose mobile applications will allow you to call through the mobile app and it records the call and gives you the option to log the call outcome and notes after you hang up. This would be a great feature to have available as a field rep I am not always able to call through my browser to save the audio into Hubspot. Also to be able to log incoming calls through the cell phone app based on recognized phone numbers for a given company or contact. 

[adamgray926]

Hi all, 

I am very happy to announce that HubSpot calling has now being rolled out to all Sales Hub or Service Hub users with a paid seat. You can now leverage your HubSpot investment by making use of calling minutes from mobile to call any of the supported 50 countries. You can also mask your number when calling and use any registered outgoing number (mobile or landline) as well as your HubSpot number. Calling through HubSpot calling service will also enable you to record calls from the mobile phone and review them later by replaying it through Conversation Intelligence tool on mobile (Menu --> Recorded Calls) or web.

For more detailed info on all available features please don't hesitate to have a read to our knowledge base article on Making calls from the HubSpot mobile app.

We will be rolling more features in the upcoming weeks so stay tuned on what's next. 

Thanks for your patience and support. 

Regards,

Alberto. 

[adamgray926]

Hi all, 

A quick update from the Product team on this feature. We are currently slowly rolling out the new calling flow including HubSpot Calling service in Beta and we are planning to be fully live, all going well, in the following weeks for both iOS and Android. If on the meantime you want to join the beta program please contact your HubSpot CSM to request so. 

Thanks

Alberto. 

[adamgray926]

Hi all, Alberto here.....As the PM for Mobile Sales related products I will like to give you all a quick update on this thread. The team has been working hard to bring back HubSpot Calling to the HS mobile app. I am now happy to announce that since this week we have started a private beta rollout for this feature for iOS customers. All going well we are planning to move to a public beta release in the next upcoming weeks. Android is coming next very very soon. If you want to be part of the public beta rollout please contact your HubSpot CSM to request so. 

Thanks very much for all your patience. We are working very hard to accommodate all your requests. 

Please don't hesitate to keep on engaging with our community and submitting your feedback. We thank you for your time on this. 

Thanks

Alberto. 

[adamgray926]

Is there a way to log/record calls into the Mobile App like in the desktop version of CRM?

[adamgray926]

There are a few othe CRM's whose mobile applications will allow you to call through the mobile app and it records the call and gives you the option to log the call outcome and notes after you hang up. This would be a great feature to have available as a field rep I am not always able to call through my browser to save the audio into Hubspot. Also to be able to log incoming calls through the cell phone app based on recognized phone numbers for a given company or contact. 

[SamCib]

Not having the ability to record the call outcome directly from the app is frustrating when my sales team uses the app to make calls. Would love to streamline this so we aren't losing data while needing to transition into the desktop to log the outcome and interrupt the flow of calls.

[jcagle]

Should be able to save call outcomes along with call notes on the mobile app

[watsontra]

We need to be able to select a call outcome on the mobile app.

[809CharlieTango]

My team is usually on the road making phone calls while they are behind the wheel. Some of the states they operate in do not allow drivers to text and drive. Driving also hinders their ability to access the HubSpot app to use it like a complete office setup. We are missing important information where users don't update the phone calls they've made to the contact record while on the road becuase, making an attempt to log into HubSpot and search for the contact name while driving is very difficult . I was looking at Zapier and was wondering if their any functionality that anyone would be familiar with that we could use? I appreciate anyones feedback.

Thx

[roisinkirby]

Hey @809CharlieTango this functionality already exists. You can check out how to set this up in HubSpot here: 
Where can I find and listen to calls I've recorded with contacts?

1. Navigate in HubSpot Sales to Settings.

2. Select Sales Tools in the left sidebar.

3. Select the Calling tab at the top of the screen.

4. Here, you can toggle the switch for Default recording on to the Off position. As noted on this screen, recording is turned on for any contact who is not in one of the two-party consent states by default. Turn this setting off if you want to disable recording across an entire portal.

• With this option turned off, when a user goes to call a contact from a record in HubSpot, the option to record will not appear.

At this time, you cannot export or share any recorded calls from the HubSpot Sales product. If you have the resources, you may be able to work with a developer of your choice to use our CRM engagements API endpoint, where you may use the ‘recordingUrl’ object which is a link to the recorded call. More on the API endpoint can be found here: http://developers.hubspot.com/docs/crm-integration-guide/engagements

It is also important to take note of the call recording laws in your region: What are the call recording laws?

Let me know if you still have any follow up questions, concerns or feedback - happy to help!

[hroberts]

Hi @adamgray926! Our mobile app does currently offer the recording feature so long as you choose VoIP for your Call Client in the app's settings. You can log call notes as well once the call is over. I'm going to update the description of this idea to specifically be about being able to select a Call Outcome for calls made from the mobile app!

[Anonymous]

It is my understanding that this functionality is desired for the mobile app - how are calls handled when calling from the app?

[sellerdoer]

I like these ideas. For me, it is less important to audio record the call than to document the call activity and outcome. If I receive an inbound call from a prospect, I'd like Hubspot to be able to record that as a contact activity type (inbound call) or if I make the call, outbound call. 

Then I can add the call outcome to the activity once it's created. 

This is going to be a great app, I can tell. 

[Leah2]

Is calling and call-logging now integrated into the desktop and/or mobile app? -

if so, there should be an automatic property for # of times called

if not, is this being worked? what's the turnaround ETA?

[wadamchap]

When making calls using the iPhone Mobile App, there are no options to choose "Call Outcome". It only offers "Done" and "Save". When the notes for a call are saved, they show up in the browser as "Call Outcome: None".

Judging from other posts in this forum, this functionality has been requested many times over at last the last year. 

When adding notes after making a call, the same options in the browser need to be available in the app: No Answer, Busy, Wrong Number, Left Live Message, Left Voicemail, Connected.

[cmulcahey]

I agree.  The "Call Outcome" needs to be added to the mobile UI right away.  Otherwise, we can't properly log our calls from the mobile app.

[believe2achieve]

Is there any update on being able to log calls from the mobile app? That is very imporant for my continued use of HubSpot. 

Please let me know when you have a chance, thanks. 

[MarketingMax]

Being able to log a call outcome from the mobile app is extremely important to us continuing to use HubSpot. Why wouldn't you keep the functionality inline with the browser? Please update ASAP.

[atkaye]

Not being able to log call outcome on a phone application might be one of the worst design/function misses out of Hubspot yet. It's hard to believe this wasn't developed in a bubble by people not actually calling or anyone actually looking at the value of calls. Not to put too fine of a point on it, but what's the point of a mobile app if it cannot do the same things the desktop/web app can? 

This feature is a deal breaker for my sales team. 

[caseyscarlett]

We're in the same boat with the mobile calling feature.  We are able to call from the app, however, when we call it logs the phone call under the contact and not the particular deal we are working with the customer on and specifically calling about.  Also, for some reason right now when we log a call it doesn't tell us who made that call.

[lindsayalbright]

This is very important for our business to be able to record calls placed from mobile

[matt_southwest]

You can overcome this by logging into Hubspot on your phone's web browser, but the interface is clunky.  I'd love to have it available through the app as well.

[5221904]

I would love to have the mobile app record calls instead of logging them.