Business Tools Integrations

What’s Possible With JustCall-HubSpot Phone Integration?

Are you a HubSpot customer in search of a calling solution? Do you want to make and receive calls and SMS right from your HubSpot dashboard while also automatically logging all conversation details in HubSpot?

If you are a HubSpot customer and looking for a cloud-based phone system for your business, then you are at the right place. HubSpot phone integration with JustCall is one of the best phone system integrations that goes beyond calling and SMS.

In this article, we will talk about all the features you should look for in a phone system that integrates with HubSpot.

HubSpot Calling, SMS, and AI Integration

JustCall

JustCall is an AI-powered communication platform that is a complete package of calls, SMS, and conversational intelligence. JustCall’s integration with HubSpot is engineered on the foundation of these three key pillars, making it a highly valuable addition to tech stacks across the globe.

The integration makes life easier for small and mid-sized businesses, offering them a single support dashboard, straightforward pricing, and the flexibility of a mid-market product. It’s a win-win!

JustCall is a HubSpot Certified App Partner for calling and texting operations. Hubspot users have made 18 million calls and 22 million text messages using JustCall. Additionally, it is responsible for working with them to improve their native calling experience.

Apart from this, 1500+ businesses including real estate brands like Divvy Homes, KW Group, and e-commerce giants like Alibaba rely on the JustCall-Hubspot integration.

JustCall Hubspot phone integration allows sending automated messages, automatically saving calls and recordings, and making calls straight from the Hubspot platform.

Features to Look Out for in HubSpot Phone Integration

Once you integrate your HubSpot account with JustCall, you open up doors for a repertoire of automated calling and texting features. Let’s dive deep into what the HubSpot phone integration provides.

1. Automatic Saving of Call and Text Details

Manually typing call details takes a lot of work. Especially, when you have a long list of important clients to attend to. Every call detail is important then. You cannot afford to lose track of the deal’s progress.

How awesome it would be if all the details like call and SMS activities call recordings, and others got saved automatically?

JustCall-HubSpot-Calling-and-Text
Easy syncing of calls and text under a lead

JustCall integration logs all calls and text messages under the given lead – making it easier for sales reps to keep track of all communication in a single place.

You can make, receive, even record, and track all your phone calls and text messages right from your Hubspot CRM. Automatically log all your call activities and get access to call recordings and analytics.

2. Click to Call & Click to Text

JustCall – Hubspot integration lets you call your customers and contacts in HubSpot. With the JustCall dialer integrated into HubSpot, sales and support teams can initiate calls directly from HubSpot’s interface. They can simply click on a contact’s phone number within HubSpot, and the JustCall dialer will open with the phone number pre-filled to dial.

Apart from this, all calling activity that happens in JustCall is synced with the Hubspot account.

All incoming calls and texts get logged in as activities against the respective contacts and customers in the HubSpot CRM. This also happens when there is an outbound call or text made by a Hubspot user.

Agents get the click to call and click-to-message buttons next to their contacts and customers with this JustCall-Hubspot calling integration.

You, therefore, do not have to shuffle back and forth between your phone and CRM every time you shift from calling or texting.

HubSpot-VoIP-Integration

3.AI Summary & Action Items

It is super important to hit the mark every time you connect with customers over calls. JustCall’s conversation intelligence platform makes sure you have adequate details to get the most out of every call

JustCall AI uses generative AI to create a call summary and action items for every call and logged in to HubSpot along with other details. Call Summary and Action Items can give managers and agents a quick review of the conversation and help them make sure that they don’t miss anything from the conversation.

4. Intelligent Incoming Call Routing

With this integration feature, call center or contact center agents can route incoming calls intelligently. As a contact owner in HubSpot, this JustCall integration directly rings you up as soon as your client calls in.

HubSpot-intelligent-Call-routing
Call routed to the contact owner automatically

Since you have previously handled the client, you are able to provide quick solutions. You need not ask your client to repeat their query, transactions, or situation all over again, which could have added to the customer’s frustration.

Thus, the incoming caller gets connected with the right person, probably the one who was handling their case. Now, if the contact owner is not available at that moment (either busy or absent), the call gets routed to the best available agent.

HubSpot-Text-Messaging-Phone-Integration

5. SMS Automation

JustCall allows you to send text messages automatically or when a certain condition is met right, from Hubspot via workflows. Once your Hubspot account is connected with JustCall, you can easily create and manage SMS workflows.

You can also personalize your SMS for Hubspot Automation. Use your contact’s First name, Last name, and Email right into your SMS template and easily send out personalized messages whenever the triggers are met. This level of automation can save time and improve efficiency.

SMS for Hubspot Automation

6. Detailed Call Analytics

As a part of the integration’s premium plan, this feature allows you to track the time spent over the phone with Hubspot customers. This means that whenever you call your Hubspot customers or receive a call from them, the values of four custom fields change, as follows:

JustCall-HubSpot-Call-Analytics

Thus, you keep track of all your calls and minutes spent with your customer on the phone to date.
Most importantly, you can track some of the Key Performance Indicators (KPIs) within your HubSpot account without ever visiting the JustCall dashboard. This feature is available as a part of our HubSpot Settings.

7. Auto Dialer For HubSpot Lists

If you have your HubSpot account integrated with JustCall’s Autodialer, it automatically logs every outbound call into your HubSpot account.

Further, this integration provides agents with multiple benefits. You can import HubSpot lists and let Auto Dialer and Predictive Dialer run campaigns right away. This severely cuts down the time and effort that goes into dialing individual numbers and sitting idle while waiting for calls to connect. You can directly track all these calls in HubSpot.

JustCall-Autodialer-HubSpot-Integration
Run JustCall Auto Dialer Campaign with HubSpot Lists

You also can easily track call ratings, call disposition codes, and a lot more. This helps to increase the total number of calls made, total talk time per agent, and ultimately sales.

8.Profile Badge for HubSpot Incoming Calls

The HubSpot profile badge appears right on the JustCall dialer. Every time a client stored in HubSpot calls in, the profile badge provides a direct link to the customer profile on HubSpot.

All you need to do is just click on the HubSpot profile badge. It directly drops you to contact details and previous conversations made with the client. Texts, calls, and notes dropped on all HubSpot incoming calls can be accessed using the badge.

Getting the profile badge helps teams to support customers more effectively. Agents need not spend time in searching for clients from different applications.

HubSpot-incoming-calls-profile-badge

9. HubSpot Text Messaging

JustCall-HubSpot text message integration allows you to send and receive text messages straight from Hubspot.

All text messages, both incoming and outgoing, get enlisted as native events.

These events automatically update the delivery status of an outgoing text message, namely, delivered, undelivered, or failed. You can thus create different types of lists in Hubspot depending upon the status of the text message and carry out subsequent follow-ups.

Hubspot-Text-Messaging-Integration

Moreover, you can also trigger workflows on Hubspot based on incoming text messages using important information like the recipient’s or sender’s phone number.

Most interestingly, you can access conversation history and even reply directly from Hubspot!

What more is possible with JustCall-Hubspot VoIP integration?

1. Call Monitoring, Call Whispering

Call monitoring allows managers to keep tabs on agents’ service quality so as to minimize poor customer experiences. On top of that, as a team grows, every new agent is assigned a mentor to guide them and check their progress.

With the call monitoring feature enabled in this HubSpot phone integration, managers can keep a discrete eye over caller-agent interactions. Mentors can listen to the live calls received by an agent. They can also whisper some information to the agent on the live call to help him with the call, without the caller knowing it.

Also, if the mentor finds the need to join in the call where both the customer and the agent can hear him, he can even do that with the call barging feature.

In the end, all of this leads to quick solutions and happy customers.

JustCall-Call-monitoring-whispering

2. Voicemail Drop

There are times when the agents of a business or call center are not available to take client calls. For example, on weekends, outside office hours, public holidays, etc. But none can leave customers’ calls unattended.

Also, when back to work, agents need to track customers who called them when they were unavailable and proactively reach out to them. The voicemail Drop feature makes it possible.

The JustCall-HubSpot VoIP phone integration allows businesses to route all the calls after office hours to voicemails. And when a customer calls during these hours, they are routed to the voicemail. Here, customers can leave a message stating their name, the purpose of the call, and even request a callback.

3. Appointment Scheduler

The HubSpot VoIP integration empowers you to automatically save all appointments made with JustCall on your HubSpot account. All your scheduled tasks shall appear as meetings against the respective clients.

Schedule appointments as per availability preferences so that you never miss any important call. Your clients can easily book appointments by choosing from the available slots.

Justcall-appointment-scheduler

With your meetings automatically logged, you need not worry about missing out on calls and manual reminders.

Still, got doubts? Take a closer look at the integration.

Get More Done With HubSpot Phone Integration, Today!

We hope that you are excited to use all the features that JustCall VoIP phone integration delivers! So, double your business growth by investing in integrations that help you simplify your procedures and amplify your revenues!

We have also joined hands with a network of HubSpot Partners who are also JustCall Partners, ensuring that you have access to the best support and expertise. If you need extra assistance, we’ve got you covered with seasoned professionals. Explore our partnership network to learn more!

If you are still in doubt, book a free demo session with our JustCall Hubspot Phone integration experts.

FAQs

How do I connect my phone to HubSpot?
Register and verify your phone number to make calls using the HubSpot calling tool. To register your phone number for calling, follow these steps.

  1. In your HubSpot account, head over to your records.
  2. Click the name of a record.
  3. In the left panel, click the call icon calling.
  4. Click Add your phone number to register your phone number.
How can I send messages from HubSpot?

Sending text messages to clients from HubSpot is super easy. You can send an SMS using the click to text icon right beside the calling icon. Agents get the click to call and click to message button next to their contacts and customers with JustCall-Hubspot calling integration.

You can also use JustCall actions in your HubSpot workflows when using HubSpot text automation. As soon as you integrate your Hubspot account with JustCall, you can use JustCall as an Action, that will fit anywhere within your workflow design.

How do you integrate JustCall with HubSpot?

JustCall – Hubspot integration lets you call your customers and contacts using JustCall. To configure this integration, follow the steps below:

On JustCall account:

  • Login to your JustCall account.
  • Head over to integrations in the sidebar.
  • Click on the +Integrate button next to Hubspot in the list.
  • If you’re the owner, you will be redirected to the HubSpot login portal. Login to your account and select the account for which you want JustCall integration

  • For admins/teammates, you get the option to select the domain while integrating with HubSpot:

You have now integrated your Hubspot account with JustCall and you can see the same in your Active integrations.

With a foundational role at Saas Labs, Anand has been a key player in establishing the Product Management function and spearheading the launch of our Conversation Intelligence solution. His expertise in AI innovation guides both the strategic direction of the products and a team committed to excellence.

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