I have been thoroughly enjoying the Hubspot CRM but have recently run into a minor problem.
I am an Apple Iphone user and would like any inbound phone calls I receive to be linked to my CRM. Here is an example:
I received a phone call from somebody that is in my CRM but is not saved as a contact on my mobile - when I answered I was unable to identify who I was speaking with. I would like the CRM to link to my Iphone contacts so I will know who is calling me if they are in my CRM and not in my Iphone contacts.
Jun 17, 202111:06 AM - edited Jun 17, 202111:10 AM
Member
Linking phone contacts to CRM contacts
SOLVE
Hello,
For me these steps worked, but when somenone is calling, I can only see the name of the contact (from the app hubspot) but not the company name, is there something I did not do right ?
I think the article means the contact property 'Company Name' and not pulling from the associated company name property - the issue may be here. Can you confirm the "Company Name" contact property is filled out for your contacts?
This has sort of lead me to another issue. I currently have two fields for phone numbers - the default phone number option and a property I created for Mobile Phone numbers.
My understanding is that I can’t have any spaces in the phone numbers that I enter into Hubspot, however every number I have added has some sort of spacing in it.
How come Hubspot can’t recognise the spaces in the numbers? Or just ignore the spacing all together?
Indeed this is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our Ideas Forum regarding this. It is currently being reviewed by the Product Team. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes.
I’m just trying to think over a work around method for this - maybe I can export all of my contacts into excel and then fix up the cells so that there are no spaces between the phone numbers (otherwise I would need to do it one-by-one on Hubspot).
How does this work with properties that I have created for certain contacts? When I import the contacts back in, do they import back in with the original properties that I had assigned to them?