Great minds think alike

We need to be able to make call types required, similar to how we have call outcomes as required, so we can report on different call types. For example: all calls following up from a specific exhibition can be reported on. Often sales reps forget to set the call type so the reporting isnt accurate. Being able to make this required would solve this problem.    ...read more

Hello HubSpot community! Currently we provide phone numbers in the US, UK and Canada but we have plans to offer numbers in many more countries. We don't have a timetable but it is something we are actively working on. Use this post to let us know where you need numbers and we'll keep you updated on our progress.  ...read more

We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc.   Examples:  - Calls: Aircall has to "print" text into the description for the call output - Meetings: we want to confirm them 2 times. We can record in a structured way whether the meeting has been confirmed. - Tasks: we'd like to have importance and urgency as inputs to define priority. We currently can't.   It's going to all allow finer management of tasks, calls, meetings, basically all activity types which a pre-requisite for activity-based workflows: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-based-Workflows/idi-p/204852   As different activity types (calls vs meetings vs tasks) require different information, Hubspot should allow Admins to select which customer property applies to which activity type. ...read more

I’ve got a bigger question for in regards to inbound call attribution tracking. I have been struggling with this for a longer while now, also tested different software options (callrail in the past) and so far wildjar has generated the “best” results but still a major challenge. I'm braking down the situation below:   Inbound Call Attribution Tracking Problem Situation Companies running marketing campaigns across various paid and organic channels such as Google Ads, Meta Ads, LinkedIn Ads (one first pain point: Bing Ads is not supported in Hubspot Ads) to attract leads/enquiries.   These campaigns drive traffic to the website. Then, the user can perform one of two conversion actions, a) submitting a contact form (Hubspot form) or b) make a phone call.   Using Hubspot’s native capabilities to track ad interactions and attribution (UTM data: Source/Medium/Campaign/Term mapped into HS default properties: Original Source/Original Source Drill-down 1/Original Source Drill-down 2) this works well for any new contact who’s conversion action was a Hubspot Form submission.   For phone calls however, attribution is not successful.   Case 1: Hubspot Number and Inbound Calls through Hubspot Pain 1 (biggest pain point): when the User creates a new contact through the inbound calls UI while on the call, original source and drill down 1 and 2 will show: Offline sources, CRM UI, Sales Rep name -> This means, all call attribution data is being lost from any Paid Ad source (but also organic sources). However, it’s crucial to understand attribution (source/medium/campaign/kw) data precisely for all conversion actions in order to optimise campaigns and media spend. Pain 2: The user answering the call through Hubspot can only answer the call from the web browser and only if the calling tab is open, but not the Hubspot mobile app Pain 3: Existing contacts with the same phone number aren’t being picked up automatically (HS also struggling with the same number formatted with and without country code at the beginning)   Case 2: Wildjar Call Tracking Software HS Integration (tried different other software options, but all with the same end result of not working) Pain 1 (biggest pain point): Wildjar HS native integration does not pass any attribution information into Hubspot. Even though Wildjar does have all this information stored. Instead a new contact is being saved as: First Name: Inbound Call from Google Ads from [phone number] Original Source: Offline Sources Drill Down 1: Integration Drill Down 2: WildJar Again, this does not help with reporting and optimisation of campaigns at all. Pain 2: Contact records only being created at the end of the call - This means, to capture any information from the call during the call in HS - there is no contact record existing to do that. And any manual contact creation, same as mentioned above, would have this information for source properties: Offline sources, CRM UI, user name.   Case 3: Wildjar + Zapier Using Zapier to pass correct attribution information (source/medium/campaign/kw) into Hubspot. The way it’s set up: User performs google search > user clicks paid result > user makes phone call > call ends > new call contact being created in Hubspot after call ends Pain 1 (biggest pain point): Hubspot automatically sets attribution information automatically as: Original source: Offline Sources Drill down 1: Integration Drill down 2: Zapier which is incorrect as we need to track the actual attribution (organic/paid and then campaign and kw or audience information) Pain 2: In order to pass the correct information (Source: Paid Search, Drilldown 1: Campaign Name, Drilldown 2: Paid Keyword), I need to manually create new custom properties and map attribution information in these. This then however leaves the HS default properties untouched and with false information. Then, I need to create separate reporting for Call contacts and Form Contacts due to different properties used for reporting. Pain 3: Contacts only get created when the call ends, which means, if I want to directly add information from the call into HS, I would need to manually create a contact and then afterwards merge with the Wildjar/Zapier Contact which is tedious. Pain 4: Related to the merging is, that due to HS only using Email Address as unique identifier, call and manual/form contacts don’t get updated automatically with one existing prior to the other.   Solution Required: When creating a new contact from a call within HS using the inbound call UI - obtaining the correct attribution information for both paid and organic sources. Receiving calls directly in Hubspot on both browser & mobile App. Automatically pulling up existing contact record if phone number is recognised in the database (secondary) At the moment, the most viable option is Case 3, and there, the recipient would make notes with pen and paper, and once the call is completed and created in HS, the user would transfer the notes from paper into Hubspot and update that contact manually (name, email, etc.) In saying all of the above - it is still a big struggle and not efficient nor effective.    Thanks for considering.  ...read more

Hi All, You can now get new a phone number through HubSpot! However, we know that for many of you, getting a new number can be a big deal because your current phone numbers are already used throughout your network.   We are working on offering number porting. Use this post to let us know if you need number porting (and in what countries) and we'll keep you updated on our progress.  ...read more

Hi, I'm submitting this on behalf of a customer.    Currently, when trying to call a contact record from HubSpot, if you select the "Call from phone" option, two calls are made: one to the first phone to set up the recording, and another to the second phone for the actual call.   The first call you get is usually from a United States (US) number. It would be great if we're able to select or change the country of this number so that we can avoid charges from the carrier for receiving this call.   For example, if a customer is based in Denmark, and the carrier of their number charges for receiving calls from international numbers (e.g. US numbers) but do not for local calls, it would be great if there's an option to switch that number to a Denmark number so that the customers can avoid these charges.    I understand there is an option to "Call from browser" instead which should help to avoid these charges, but in my customer's case, they have use case / reasons for preferring the "Call from phone" option.    Thank you!  ...read more

We have recently started to log calls in our HubSpot CRM. When logging calls, it's important to set the call outcome, so we made this mandatory. However, not just the call outcome is important. We need additional information.   For example, when a call is logged with call outcome = 'not interested', we want to know why the contact wasn't interested. It would be great if we could set up a mandatory field pop-up that a user must fill after setting the call outcome to 'not interested'.   If this would be possible, we could set something like this up: Once you select 'not interested' in the call outcome menu, a pop-up asks you to fill in the custom contact property called 'no_interest_reason'. Once you fill it in, you can log the call. ...read more

Currently, only users with super admin permissions can generate phone numbers for calling. It would be great if this permission was added to the general user level and we had the ability to toggle it on/off.  ...read more

When a phone number field has data put into it, it is up to the User to format it the way they deem appropriate. That is not the most user-friendly or data-centric approach. This is a good way to allow users to enter incorrect or sloppy data and cause possibly difficulty with search results while also affecting adoption. There are many other CRM platforms out there (At least 12 I could find) which will automatically format a telephone number.   Hubspot does not currently have this basic feature.   Suggested solution: When a telephone number is typed into a phone field, the number should automatically format to the Contact's standardized country format with a country code in front of it.  So, for US, +1 (555) 555-5555, for UK, +44 5555 555555, etc.  Some countries do not have standardized formats, but widely accepted formats, or multiple formats depending on when the phone number was assigned. I do not know of an easy solution for that, but choosing one format or at the minimum, placing the correct country code in front of the numbers according to the selected country on the Contact or Company would be helpful. Possibly a non-editable drop-down with country abbreviation and code which auto-fills but is still selectable in case of error. This could also help with the calling feature if calling out of the country.   An admin User should be able to toggle in settings whether or not the field will auto format with country code. At the bare minimum, as a US based company, it should at least format any 10 digit numbers into standard US format (555) 555-5555. ...read more