Skip to content
Calling

View and filter calls

Last updated: May 16, 2022

Applies to:

All products and plans

When you make a call in HubSpot, the recording, call outcome, call notes, associated records, 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 recording review tool.

Please note: free users and users on a HubSpot trial cannot make calls in HubSpot, but can access the calls index page to review calls.

Search calls

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.

  • In your HubSpot account, navigate to Contacts > Calls.
  • By default, your recorded calls will appear in the table. Use the search bar to lookup a specific call.

search-call-notes

  • Use the dropdown menus at the top to filter calls that were transcribed or were made by a specific user.
  • To customize the call properties or associations that appear in the table, click the Table actions dropdown menu in the top right and select Edit columns. In the dialog box:
    • On the left, select the checkboxes next to the properties or associations you want to appear in the table.
    • On the right, click and drag the properties to rearrange them in the table.
    • To remove a property, click x.
    • Click Apply.

add-associations-to-call-list

Segment calls

You may want to segment your calls further based on specific call properties. You can save any filters that you apply in a view that you can access whenever you want an overview of the calls that meet that criteria. For example, you can create a saved view of calls where a demo or a cancellation is discussed, or created a view of calls where a tracked term is mentioned.
  • In your HubSpot account, navigate to Contacts > Calls.
  • At the top of the table, click Add view.
    • Select Create new view from the dropdown menu.
    • In the dialog box, enter a name for your view and select which users can access the saved view.
    • Click Save.
  • Your new view will appear as another tab at the top of the table. To filter the view by specific call properties, click More filters.
    • In the right panel, click AND to add more filter criteria.
    • To remove existing filter criteria, click the delete delete icon.
add-call-filter-criteria-1
    • After making any changes to the filters applied, click Save view in the top right, then click Save.
  • To open an existing saved view, click + Add view, then select a view from the dropdown menu. View tabs remain on the index page until you close them.
  • To reorder your views, click and drag a tab. If you place a view in the left most position, it becomes your default view. This view will be the first tab each time you navigate to the index page.

calls-index-page

  • To close a view, click the X on the view's tab. You can reopen the view from the Add view dropdown menu,  or the All Calls saved views page.
Learn more about managing saved views.

Preview recording details

To review the recording at a glance, access the recording review tool directly from the calls index page.

  • In your HubSpot account, navigate to Contacts > Calls.
  • Hover over a call and click Preview.
  • In the panel on the right, the recording review tool will appear where you can access the recording.
  • If you're a user in a Sales Hub or Service Hub Professional or Enterprise account, you can view the speaker tracks and transcript, or navigate directly to the recording review tool by clicking View Full Screen.

preview-call-review-tool

Learn more about reviewing recordings.
Was this article helpful? *
This form is used for documentation feedback only. Learn how to get help with HubSpot.