Last updated: April 6, 2021
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When you make a call in HubSpot, the call recording, call outcome, call notes, and other call details are available at a glance in the calls index page. This includes calls made through HubSpot's calling tool, calls made using HubSpot's integration with Zoom, or using a third-party calling provider that supports Conversation Intelligence (CI). Use the calls index page to quickly lookup a past call, segment calls based on specific filter criteria, or access the call review tool.
You can lookup a specific call by searching for specific terms included in the call notes, or the call title. This allows you to locate a call without having to remember exactly which record the call is associated to. By default, the calls index page displays recorded calls, but you can customize the properties that appear and filter calls to narrow your search.
Learn more about creating, customizing, and managing saved views.
To review the call details at a glance, access the call review tool directly from the calls index page.
Learn more about reviewing calls.
Effectively coach your team and gain customer insights by recording, transcribing, and analyzing calls using Conversation Intelligence (CI).
Register your phone number and turn on recording and Conversation Intelligence (CI) to start making calls in HubSpot.
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