Last updated: May 16, 2022
|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.
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.
To review the recording at a glance, access the recording review tool directly from the calls index page.
Learn more about reviewing recordings.
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