Jun 12, 202111:08 AM - edited Jun 12, 202111:12 AM
Hall of Famer | Partner
Populating HubSpot call type when making calls with AirCall
SOLVE
Hey everyone,
Is it possible to automatically populate the type of a call in HubSpot when making calls with AirCall? For the call outcome ths works just fine but this functionality doesn't seem to extend to the call type.
AirCall tags are being passed on – but in a different section of the activity. They're not helpful in this case, the call outcome and call type are needed for custom HubSpot activity reports.
I'm referring to the call type as explained here and shown in the screenshot under "Type".
It seems like this isn't possible at this stage – if other AirCall users could confirm or share their workarounds, that'd be amazing.
Thanks in advance!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Populating HubSpot call type when making calls with AirCall
SOLVE
Correct @karstenkoehler at the moment there is no mapping between Aircall and HubSpot properties possible. Call outcome should be done via custom property in HubSpot so its available for a custom report which wouldn't be possible just with the notes..
So to confirm, it's not possible to have AirCall populate the "official" HubSpot call type field then, correct? How would you go about reporting on call types by call outcome?
Thanks again!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Populating HubSpot call type when making calls with AirCall
SOLVE
Correct @karstenkoehler at the moment there is no mapping between Aircall and HubSpot properties possible. Call outcome should be done via custom property in HubSpot so its available for a custom report which wouldn't be possible just with the notes..
The integration between Aircall and HubSpot automatically names the type of call and distinguishes between 1. Inbound Call and 2. Outbound Call. In addition, the information is transmitted whether it is an "Answered" or an "Un-answered" call. You can see the respective call type directly in the contact history (see example image)
Alternatively, you could always assign individual tags to the call during the call (of course only if you do not miss the call or take action yourself) to provide information on whether it was a conference, for example, a discovery call, a demo call, a decision-maker call or similar. These aircall tags will be synced via the API and are afterwards visible in the contact history and especially useful for automation workflows 😉
Populating HubSpot call type when making calls with AirCall
SOLVE
Hi @karstenkoehler, I will be hosting an AMA around calling feature especially with AirCall, maybe we can pick that topic up. Will have a closer look into it next week.
Great question, thank you for posting! I wanted to tag a few Aircall users who might have found a workaround: @StefanWendt, @EmilyWade, @TomBuchanan, @asknick do you use the Call Type activity property when logging Aircall calls in HubSpot?