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HelBle
Participant

Aircall SMS in Help Desk?

Résolue

We use aircall for SMS messgages to customers. 
Currently, Hubspot records only SMS we send and only within the contact, not within the company page in Hubspot. We'd like SMS to route to Help Desk and record within the company page, not contacts. Is this possible? 

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1 Solution acceptée
KhushbooRevOps
Solution
Participant

Aircall SMS in Help Desk?

Résolue

Hey @HelBle,

Unfortunately, by default, HubSpot usually logs activities like SMS at the contact level, not the company level.

Not sure but you can try this,

Create a workflow in HubSpot to copy the SMS activity or note from the contact to the associated company. It’s not perfect, but it can help mirror the activity.

You might need a custom integration or middleware that routes the SMS logs directly to the company object in HubSpot.

Check with HubSpot support to see if there are new features or settings that can change SMS logging behavior.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

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0 Votes
1 Réponse
KhushbooRevOps
Solution
Participant

Aircall SMS in Help Desk?

Résolue

Hey @HelBle,

Unfortunately, by default, HubSpot usually logs activities like SMS at the contact level, not the company level.

Not sure but you can try this,

Create a workflow in HubSpot to copy the SMS activity or note from the contact to the associated company. It’s not perfect, but it can help mirror the activity.

You might need a custom integration or middleware that routes the SMS logs directly to the company object in HubSpot.

Check with HubSpot support to see if there are new features or settings that can change SMS logging behavior.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

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