If you use HubSpot to manage customers and sales opportunities, you should know How to call from HubSpot It will allow you to contact your leads without leaving the CRM and keep all commercial activity organized in one place.
The calling function of HubSpot CRM It allows you to initiate phone conversations from contact records, save information about each call, and later consult the history of interactions with each customer.
Additionally, you can use a number provided by HubSpot, register certain existing numbers or connect compatible providers depending on your account settings and subscription.
📞 What you need to make calls from HubSpot
Before attempting to make your first call, you should check that your account has access to calling functions and that your user has the corresponding permissions.
Calls using native tools are available in certain modes of Sales Hub and Service Hub, And to perform them you need to have the corresponding seat assigned.
You will also need to have a microphone properly configured if you are going to have the conversation directly from the browser.
It is recommended to use an updated browser and grant HubSpot the necessary permissions to access the microphone and audio of your computer.
You can find out more about the available features by visiting the HubSpot's official website.
⚙️ How to set up calls in HubSpot
Before calling your contacts, you will need to configure the phone system that your account will use.
You can register certain existing numbers as exit numbers, Use a number provided by HubSpot or use a compatible calling provider depending on your needs.
To set up calls, follow these steps:
- 🔐 Log in to HubSpot with your regular account.
- ⚙️ Click on the icon of Configuration located on the top bar.
- 📞 Access the options related to Call within the configuration.
- ☎️ Select the corresponding option for connect or configure calls.
- 📱 Add or select the telephone number that you want to use.
- ✅ Complete the number verification when HubSpot asks you to.
If you register an existing number as your outgoing caller ID, HubSpot may require you to perform a verification using SMS or phone call to confirm that you have access to the number.
☎️ How to call a contact from HubSpot
Once the system is configured, you can make a call directly from the record of a contact without having to manually copy your phone number to another app.
The procedure is simple:
- 👤 Log on to. Contacts within HubSpot.
- 🔎 Find the person you want make the call.
- 📋 Open your contact record.
- 📞 Locate and press the option Call.
- 🔢 Check that the selected option is shown correct contact number.
- ☎️ Select the number from which you want to call when you have several options configured.
- ▶️ Press the button to Start the call.
- 📝 Use the available space to take notes during the conversation.
- ⏹️ End the call when the conversation is over.
HubSpot also allows you to initiate calls from different areas of the CRM, such as the contact index, individual contact registration and other calling tools available on the platform.
One of the most convenient options is to have the conversation directly using the computer browser.
When you use this mode, the audio passes through your computer, making it especially practical to work with a few headphones with microphone.
Before starting the conversation, check that the browser is authorized to use the microphone, Blocking this permission may prevent the other person from hearing you.
It's also advisable to do a sound test beforehand if you're going to make important business calls to avoid problems. volume, echo, or incorrect microphone selection.
📱 Register your own number to make calls
If you want your contacts to see a number you already use regularly, you can register a exit telephone number compatible.
A number registered in this way may be displayed as an identifier when you make certain calls from HubSpot, but incoming calls directed to that number continue to arrive normally at the associated device or line and not necessarily at the HubSpot browser.
To add it, you can access Settings > General > Calls and follow the process to register and verify the number.
HubSpot can send you a verification code via SMS or call to verify that you actually have access to that line.
You can check the updated details in the HubSpot call documentation.
📞 Use a number provided by HubSpot
Another possibility is to request a phone number provided by HubSpot, provided this option is available for your account and location.
Unlike a number registered solely for outgoing calls, a number provided by HubSpot can offer additional features related to incoming calls, shared lines, and voicemail.
The availability of the number, prefixes, and certain features may vary depending on the country, telephone regulations and subscription type.
📝 What to do during a call in HubSpot
One of the main advantages of calling from the CRM is that you can access all relevant contact information while maintaining the telephone conversation.
You can use that moment to write notes, Review business opportunities, consult previous emails, and check other interactions recorded in the customer's file.
Recording important points immediately prevents you from relying on your memory and makes it easier for other team members to understand the key points. real state of each conversation.
✅ What to do after ending the call
When you finish a call, take a few seconds to complete all relevant information before moving on to the next contact.
You can register the call result, expand your notes and add any information necessary to continue the sales process later.
If the customer asks you to contact them again on another day, you can create a follow-up task to avoid forgetfulness.
You can also update contact properties, advance a business opportunity, or record information that may be important to the rest of the team. sales or customer service team.
📊 Summary table for calling from HubSpot
| Action | What to do | Target |
|---|---|---|
| Configure calls | Access call settings | Activate the tool |
| Add a number | Register, obtain, or connect a compatible number | Identify your calls |
| Find a contact | Access your profile within the CRM | Check your data |
| Start call | Press the Call option | Contact the customer |
| Take notes | Record information during the conversation | Preserve the context |
| End call | Complete the activity log | Keep the CRM updated |
| Create track | Schedule a task if necessary | Don't miss opportunities |
⚠️ Why can't I make calls from HubSpot?
If the call button does not appear or the tool is not working properly, first check that you have a subscription and seat compatible with the function you are trying to use.
You should also check that your user has the appropriate permits and that the calling functions are correctly configured within the account.
If the call starts but the sound doesn't work, check your browser permissions and make sure you've selected the The right microphone and speakers.
Another aspect you should check is the availability of calls for the country or number type that you are trying to use, as there are geographical and regulatory restrictions.
🚀 Tips for making the most of HubSpot calls
Integrating calls into your CRM is especially useful when you want to improve the commercial productivity and prevent the information from being spread across different tools.
You can apply these recommendations:
- 🎧 Use headphones with microphone to obtain a clearer sound.
- 📝 Write notes during the call so as not to forget important information.
- 👤 Check the contact history before calling to have context about the client.
- 📅 Create a follow-up task immediately when it is necessary to contact you again.
- 📊 Record the results correctly so that you can analyze them later. team call activity.
- 🔢 Check the minutes available, since the limits may depend on the type of subscription.
- 🔒 Always respect the Applicable legislation regarding calls, privacy, and recording of conversations in the countries where you operate.
❓ Can you receive calls in HubSpot?
HubSpot also allows you to receive certain Incoming calls directly in the browser when you use a compatible configuration and number.
This option may be particularly interesting for teams of sales and customer service, because it allows you to answer the call while you have the contact's information and previous interactions in front of you.
Numbers registered only as outgoing numbers work differently, because the calls they receive continue to arrive normally at the phone or device associated with the number.
🎯 Conclusion.
Learn How to call from HubSpot It can help you centralize your business conversations, keep each customer's history up to date, and reduce the time you waste switching between CRM and external phone applications.
The process mainly consists of Configure a compatible number, open the contact, initiate the call, and successfully record the result. so that every conversation is integrated into your business activity.
If you make calls regularly, combining this tool with tasks, notes, opportunities, and the rest of the features of HubSpot CRM It will allow you to create a much more organized and efficient tracking process.