How to Integrate HubSpot CRM with Cloud Telephony?

Looking to supercharge your sales and customer support game?

Imagine having every business call, SMS, and contact detail right inside your CRM. No more switching screens or losing track of conversations. Sounds good, right?

Well, integrating HubSpot CRM with cloud telephony makes that possible, and we’re here to walk you through exactly how to integrate HubSpot CRM with cloud telephony in a few easy steps.

Let’s get your business communication seamless and smarter!! 🚀🔊

What is HubSpot CRM?

HubSpot CRM is a good customer relationship management tool designed to assist businesses in their capacity to handle contacts, track deals, and automate marketing.

It is popular among salespeople and marketers due to its user-friendly interface and great features, including:

• Contact Management: Track and keep an eye on customer activity.

• Deal Tracking: Follow the sales pipeline and close deals faster.

• Email Marketing: Create and automate personalized email campaigns.

• Analytics: Obtain information regarding customer action and campaign metrics.

What is Cloud Telephony Integration?

Cloud telephony integration allows your phone system to work with your CRM platform, enabling you to manage your calls online (VoIP) instead of a traditional phone line.

When you use a cloud phone system with CRM software like HubSpot, you have integrated CRM telephony and can access features like click-to-call, call recording, call forwarding, and even call analytics, all directly through your CRM.

It simplifies business communications, enhances productivity, and improves customer interactions through your contact center or cloud contact center.

Features of Cloud Telephony Integration with HubSpot CRM

Here are the features of cloud telephony integration with HubSpot:

• Call Tracking: Logs all inbound and outbound calls directly into HubSpot CRM.

• Click-to-Call: This enables users to make calls directly from the HubSpot interface with a single click.

• Call Recording: Automatically records calls and stores them in HubSpot for future reference.

• Real-Time Analytics: Provides detailed insights into call performance, including call duration, peak call times, and customer satisfaction.

• Automated Workflows: Triggers actions in HubSpot based on call activity, such as creating tasks, updating contact records, or sending follow-up emails.

• Call Forwarding: Routes incoming calls to the right team or department based on predefined rules.

• IVR (Interactive Voice Response): Guides callers through a menu of options to direct them to the appropriate department or service.

• SMS Integration: Sends and receives SMS messages directly through HubSpot.

• Call Monitoring: Allows managers to listen in on live calls for quality assurance and training purposes.

• Voicemail Drop: Automatically leaves a pre-recorded voicemail if a call goes unanswered.

How to Integrate HubSpot CRM with Cloud Telephony? [Easy Way]

Ready to integrate HubSpot CRM with cloud telephony? This process is simpler than you think and can significantly improve your business communication. Here’s how to do it step by step:

1. Choose a Compatible Cloud Telephony Provider

Not all cloud telephony solutions integrate directly with HubSpot. Here are some popular ones that offer native or easy integrations:

• Dialaxy
• Aircall
• RingCentral
• JustCall
• CloudTalk
• Twilio

2. Install the Telephony App from HubSpot Marketplace

Once you’ve selected your provider, such as Dialaxy, head to your HubSpot dashboard:

• Go to the Marketplace and search for “Dialaxy”.

• Alternatively, you can begin the process directly from the Dialaxy integration section.

Tip: Some providers may require you to log into their platform to initiate the integration process.

3. Install Dialaxy from HubSpot Marketplace

• Search for “Dialaxy” in the HubSpot App Marketplace.

• Click “Install app” and log in to your Dialaxy workspace.

2. Connect Your Accounts

• In Dialaxy, go to Integrations and select HubSpot.

• Click Connect and choose your HubSpot account.

3. Authorize Access

• Review and approve the requested permissions.

• Click the Connect app to finalize the integration.

4. Customize Settings

Under General Settings, enable:

• Auto-contact creation

• Two-way contact sync

• Phone number display

Under Call Settings, enable:

• Incoming/outgoing calls

• Voicemail syncing

• Link your Dialaxy phone numbers as needed.

5. Start Using the Integration

• Contacts, call logs, and voicemails sync automatically.

• Click a contact in HubSpot to call via Dialaxy.

• Call details and notes sync for smooth communication.

How to Choose the Right Cloud Telephony Provider?

Choosing the right cloud telephony provider is crucial for ensuring smooth and effective communication in your business. Here’s how to do it with a few simple steps:

1. Know what your business needs and what features you want

Before selecting a cloud telephony service provider, define what your business actually needs. Features such as call recording, virtual phone numbers, or IVR are important.

Make sure you select a cloud telephony provider that offers features matching your goals for business communications so you pay for features that you will utilize.

2. Make sure calls are clear, and the service works without downtime

Good call quality is key. The cloud telephony service should give clear, reliable calls without noise or drops.

Also, check their uptime providers with 99.9% uptime to make sure your communication stays smooth and doesn’t stop unexpectedly.

3. Choose a provider that can grow with your business easily

As your business grows, your telephony needs may change. Pick a cloud telephony provider that can scale up or down as needed.

This way, you can add new users or features without much hassle or extra costs, keeping your system flexible.

4. Check how they protect your data and follow rules

Your business data must be safe. Make sure the cloud telephony provider uses strong security, like encryption, and follows data privacy laws such as GDPR.

This helps protect customer information and keeps your business compliant.

5. See if it works well with your other tools like CRM or support software

To make work easier, your cloud phone system should connect with your CRM, helpdesk, or sales tools.

This helps teams save time and gives better customer service since everything is in one place and works together.

6. Look at the pricing, any extra costs, and how good their customer support is

Check the provider’s pricing plans to see what’s included and if there are hidden fees. Also, good customer support matters.

Choose a provider that offers 24/7 support via phone or chat, ensuring any issues are resolved quickly and efficiently.

Final Words

Combining HubSpot CRM with cloud telephony can greatly improve business communication as it streams call management, improves productivity, and gives insight into how your customers interact with your business.

Basic telephony features that you would find with most cloud telephony providers are click-to-call, call recording, and call analytics. Having these at your disposal makes it easy to manage all your communication in HubSpot.

With a cloud telephony provider on board and installation in place, you can ensure smooth and efficient communications for your team no matter where they are located.

Ready to upgrade your communication game? Choose Dialaxy for an easy and powerful integration with HubSpot. Take your customer service and sales to the next level today! 📞🔥

FAQS

What phone systems integrate with HubSpot?

Popular systems like Aircall, OpenPhone, RingCentral, and JustCall integrate easily with HubSpot.

How does aircall integrate with HubSpot?

Aircall integrates with HubSpot through a native app, allowing features like click-to-call, automatic call logging, call recording, and real-time syncing of call data directly within your HubSpot CRM.

Can you make phone calls through HubSpot?

Yes, with cloud telephony integration, you can make and receive calls directly from HubSpot.

How to connect Openphone to HubSpot?

Here are the steps to connect OpenPhone to HubSpot:

• Go to HubSpot App Marketplace: In your HubSpot account, navigate to the App Marketplace.

• Search for OpenPhone: Use the search bar to find the OpenPhone app.

• Install the OpenPhone App: Click on “Install” to add OpenPhone to your HubSpot account.

• Connect Your OpenPhone Account: Log into your OpenPhone account to authorize the connection.

• Sync Contacts and Data: Once connected, OpenPhone will automatically sync your calls, messages, and voicemails with HubSpot, and your contacts will be shared between both platforms.

Does Hubspot have telephony?

HubSpot offers basic calling, but advanced telephony features require integration with a VoIP phone system.