Table of Content:
Integrating Convolo Dialer with Hubspot CRM
Convolo Dialer + HubSpot integration lets you to log all call activities, lead info and more into the HubSpot CRM.
With HubSpot + Convolo Dialer integration, you get:
Automation - Your leads are created/updated automatically within the HubSpot CRM.
Call logs - After the call via Convolo, a call log is created, including Call Recording, Outcome Tag, and Agent's Comment.
Auto-assignment - After the call via Convolo, the agent who talked with the lead is automatically assigned as a Contact owner in HubSpot.
Custom fields - All of your custom fields filled in by the agents within the Dialer after the call are saved and mapped in HubSpot according to the provided requirements.
How to set up ?
In order to set up integration with Hubspot CRM you can click here ↗️. Once you clicked you will be redirected to a page where you will need to authorize into you Hubspot account.
If you are having trouble integrating Hubspot or you have any questions, feel free to drop us an email at email@example.com