Integrating your business phone system with your CRM platform is crucial for streamlining sales and marketing operations. By connecting Aircall and HubSpot, you can seamlessly supercharge your calling strategy and align inbound and outbound communications. In this comprehensive guide, we’ll walk through the steps for setting up a HubSpot phone integration using the Aircall business phone service.
Aircall is an IVR phone system designed for modern business. Key features include a virtual PBX with unlimited calling, voicemail, call routing, monitoring, and recording capabilities. Aircall enables flexible working by making your business phone system accessible across devices.
HubSpot CRM is a powerful platform for managing the entire customer journey – from first touch to retention. With tools for email marketing, landing pages, customer service, and more, HubSpot helps you grow better.
Connecting these two robust platforms combines calling and conversion into a unified interface. All call data flows directly into HubSpot for detailed visibility and enables you to match phone conversations to respective deals and contacts.
Integrating Aircall and HubSpot unlocks several impactful benefits for enhancing sales and marketing effectiveness. Connecting your calling platform with your CRM gives you a unified view of all customer interactions in one place. Key benefits include:
Ultimately, the Aircall-HubSpot integration optimizes your tech stack by harmonizing calling with your CRM for more aligned and impactful customer communications. This gives teams the data and tools to convert more calls.
To set up Aircall and HubSpot integration, you will need:
First, install the Aircall app from the HubSpot App Marketplace.
Under App Settings:
Under Data Sync:
Under Features:
You need to set up Aircall and HubSpot users for bi-directional sync:
Aircall contacts, deals, and activities will now automatically sync for mapped users.
You are now ready to start making calls directly from HubSpot using Aircall.
To make a call:
The call will be logged in HubSpot even if made directly from your Aircall dashboard or phone app.
Integrating Aircall and HubSpot creates a powerful telephony solution for aligning your calling strategy with CRM workflows. With easy access to contacts, simplified call logging, screen pops, and unified dashboards, your teams can be more productive and organized. As your needs evolve, revisit connector settings and leverage more capabilities to maximize the value of this integration. With some diligence, you can overcome obstacles and harmonize your platforms for streamlined operations and greater growth.
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