Calling

Make calls (BETA)

Last updated: December 11, 2020

In Beta

Applies to:

All products and plans

After you register your phone number with HubSpot, you can make calls directly to your contacts from their record in HubSpot. You can record the call, take notes during the call, and save the call to the contact's record so you can revisit it later. 

Before getting started, make sure you meet the technical requirements to make calls with HubSpot. Keep in mind that the number of calling minutes in your HubSpot account depends on your subscription. An alert will appear in your account when you're within 100 minutes of your limit. If you reach your limit while on a call, you will be able to complete that call, but will not be able to make additional calls that month. Calling minutes reset on the first day of each month.

This version of the calling tool is currently in beta and is available for opt-in in your account. Users with Account Access permissions can opt-in their entire team. If you're not using the beta, learn more about making calls in HubSpot

  • In your HubSpot account, navigate to Contacts > Contacts.
  • Click the name of a record.
  • In the left panel, click the call icon calling.
  • If don't need to update any calling settings before placing a call, select a phone number from the dropdown menu. The call will immediately begin. 

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  • To view your current calling settings, hover over the information icon info .
  • To update your settings before making a call, click Open notes and other calling options. By default, HubSpot saves your most recent calling settings.
    • Click the dropdown menu and select another phone number to call.
    • Click the From number dropdown menu and select or add another registered phone number to call from.
    • Select either Call from browser or Call from phone.

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  • When you're ready, click Call.
  • During the call, you can drag and drop the call window to a different location on your screen or minimize the window so you can still view your data in HubSpot. 

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  • Once the call is connected, you can enter an extension, record the call, mute yourself, and take notes in the pop-up window:
    • Enter notes during the call in the text box.
    • To record the call, click the Record button. Call recording will be automatically turned on for one-party consent states. For all other areas, you'll need to get consent from the party you are calling in order to turn on recording. In this case, you'll receive an alert after clicking Record. Make sure you inform the contact that you're recording the call, then click I have informed them.
    • To mute the call, click the Mute button.
    • To enter an extension or access the dialer, click the Keypad button.
    • To change the microphone or speaker device you're using, click the Audio audioInputOutput dropdown menu.
    • Next to the Audio dropdown menu, you can review your network quality score. This score is measured using the Mean Opinion Score (MOS). If the network quality is poor, consider joining a different network or working with your IT team to improve your network connection. Learn more about the technical requirements for using the calling tool.

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  • When the call is complete, click end call callingHangup in the top right.
  • You can add additional notes, assign a call outcome, edit the associated records, rate the call quality, or create a follow-up task.
    • Click the call outcome dropdown menu and select an outcome. You can also click the Type dropdown menu and select a call type
    • Enter additional notes in the text box. 
    • Select a rating for the quality of the call. 
    • To create a task reminder, click Create a follow up task
    • To edit which associated records this call logs to, click the Associated with [x] record dropdown menu. Learn more about associating activities with records
    • To view how many of your allotted monthly minutes you've used, click the More dropdown menu. 

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  • Click Save call

The call will be logged to the contact's timeline. If you recorded the call, you can access the call recording from the logged activity. If your recording does not appear, learn more about why your call wasn't recorded.