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Hubspot (beta)

Easy access to all essential information before, during and after a call

Sections Install

Overview

HubSpot is a versatile tool that spans everything from marketing automation to Sales enablement and everything in between. Keeping track of your leads and clients is essential for expansion and nurturing. We all know that customer relations is crucial – but how do you manage your communication in the best way through the HubSpot app?

Thanks to the Telavox integration in HubSpot, keeping in touch with clients and contacting leads is now a piece of cake. Make outbound calls, listen to recordings, get access to ongoing deals at a glance, and navigate with ease – it’s all here, and it makes life easier for both you and your customers.

Integration features

No need to switch between apps

All the essential call functionalities are available directly from your Hubspot interface. Dialpad, mute function, call parking, call transferring, call history, call recordings*, Caller ID settings – all without leaving Hubspot.
*Available only for customers with a call recording subscription.

Collaborate with your colleagues

Search for a colleague in the contacts list within the Telavox widget and transfer the customer call. Open the messages view in the widget and have a quick chat with your colleague while the customer is still on the call.

Always focus on the customer

Place a call directly from the customer contact card in Hubspot and continue taking notes during the call. You can also initiate the call from the Telavox widgets history tab or dial the number manually. All call details are automatically tracked in the customer card.
*Available only for customers with a Call Recording subscription.

Manage your availability

In the Telavox widget, you can steer the incoming calls by changing your profile status or logging in and out of the hunt groups. Advanced functions* like pause system and auto log out are also available.
*Available only for customers with a Call Center Pro subscription.

PBX services and stats

The Telavox integration lets you quickly see which queues are open, the number of calls in the queue, agents logged in, and basic statistics. Service level, answer ratio, wait time, and call duration figures for the day, week, or month.

How to setup the integration

  1. Make sure you have a phone number from Telavox and admin access in HubSpot.
  2. Click on the following installation link while logged in as an administrator, and authorise the integration: http://tvx.li/hubspot_app.
  3. Install the app and authorise your team.
  4. All done!

Questions about integrations?

Contact sales, your personal advisor or one of our certified partners to learn more.

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