HubSpot serves as a robust platform for marketing and sales, providing a range of tools designed to assist companies in expansion. Among its many functionalities, the capability to initiate phone calls directly through the platform stands out as particularly beneficial. In this piece, we’ll explore the process of making calls via HubSpot and share some optimal strategies for leveraging this feature.
Setting Up Your Phone System
Before you can start making calls from HubSpot, you need to set up your phone system. This involves connecting your HubSpot account to a VoIP (Voice over Internet Protocol) provider such as RingCentral or Vonage. Once you have connected your HubSpot account to your VoIP provider, you can start making calls directly from the platform.
Making Calls from HubSpot
To make a call from HubSpot, simply click on the “Make Call” button in the top right corner of the screen. This will open up a dialer window where you can enter the phone number of the person you want to call. Once you have entered the phone number, click on the “Call” button and your call will be initiated.
Best Practices for Calling from HubSpot
When making calls from HubSpot, it’s important to follow some best practices to ensure that you are getting the most out of this feature. Here are a few tips to keep in mind:
- Use a headset or earbuds for better audio quality
- Keep your calls short and to the point
- Take notes during the call to follow up later
- Use HubSpot’s call tracking feature to track your calls and measure their effectiveness
Conclusion
Calling from HubSpot is a powerful tool that can help you connect with your customers and prospects in real-time. By following the tips outlined in this article, you can make the most of this feature and improve your sales and marketing efforts.
