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Calling

Make calls from the HubSpot mobile app (BETA)

Last updated: September 28, 2022

In Beta

Applies to:

All products and plans

You can make calls on the HubSpot mobile app using your mobile phone carrier. Users with Sales Hub or Service Hub Starter, Professional, or Enterprise paid seats can also make calls using the HubSpot Calling tool which allows you to make calls to any supported countries and record those calls while on the go.

Please note: the HubSpot Calling tool uses the available minutes allocated in your HubSpot subscription. If you're a super admin in a Sales Hub or Service Hub Professional or Enterprise account, you can purchase additional calling minutes.

Make calls

You can make calls through your mobile phone carrier or using HubSpot Calling by selecting a task, contact, or company record.

  • Open the HubSpot app on your device.
  • To navigate to your records:
    • On you iOS device:
      • Tasks: Tap Menu in the bottom navigation menu, then tap Home in the left sidebar. Under Upcoming tasks, you can view your 3 upcoming tasks. If one of them is a call task, tap calling Call. To access more tasks, tap Go to tasks, then select the Due Tasks or Future Tasks tab. You can also access tasks by tapping Menu in the bottom navigation menu, then tapping Tasks in the left sidebar.
      • Contacts: Tap Menu in the bottom navigation menu, then tap Contacts in the left sidebar.
      • Companies: Tap Menu in the bottom navigation menu, then tap Contacts in the left sidebar. Then tap the Companies tab.
    • On your Android device:
      • Tasks: From the home screen, under Upcoming tasks, you can view your 3 upcoming tasks. If one of them is a call task, tap calling Call. To access more tasks, tap Go to tasks, then select the Due Tasks or Future Tasks tab. You can also access tasks by tapping More in the bottom navigation menu, then tapping Tasks in the navigation pane. 
      • Contacts: From the home screen, in the bottom navigation menu, tap Contacts
      • Companies: From the home screen, in the bottom navigation menu, tap Contacts. Then tap the Companies tab.
  • Tap the task, contact, or company record name.
    • On the task record, next to the task name, tap calling Call

call-task

    • At the top of the contact or company record, tap calling Call.

The call dialog box will open.

  • For free tools accounts, tap calling Call to call from your mobile phone carrier. You can't record calls when calling from your mobile phone carrier.

 

  • To select a call method for users with Sales Hub or Service Hub Starter, Professional, or Enterprise paid seats, tap the Call method dropdown menu. HubSpot Calling will be the default if it is enabled.
    • To call from your mobile phone carrier on the HubSpot mobile app, select My phone. You can't record calls when using the My phone call method.
    • To call from the HubSpot Calling tool on the HubSpot mobile app, select HubSpot Calling. Your available minutes will be displayed below. To record calls, you must turn on call recording in your desktop settings
    • Tap Close.

call-method-and-outgoing-number-1

  • To start the call, tap calling Call. If a contact has opted out of communications, you will be notified before being able to proceed.
  • If you’re using the HubSpot Calling call method, you can mute calls, use speaker phone, open a number pad, record calls, and takes notes.
    • To mute calls or use speaker phone, tap record Mute or volumeUp  Speaker.
    • To open the number pad, tap grid Number pad.
    • To take notes, tap description Notes (iOS only).
    • To begin call recording, tap circleFilled Record

hubspot-calling-screen 

Please note: Some countries and states have call recording laws that require two-party consent in order to record calls. An alert will appear on the HubSpot mobile app to inform the other party before recording the call.

  • If you are recording a call to a country or state with call recording laws, to close the two-party consent pop-up box, tap I have informed them.
  • To end your call, tap callingHangup Hang up.

Save the call

You have the option to create a call log after ending a call using your mobile phone carrier or the HubSpot Calling tool.

After you hang up a call, the Log Call dialog box will appear. At the top of the dialog box, you will see a call summary including the contact or company name, a job title or company website, the date and time of the call, and the duration of the call (iOS only).

  • To write notes about your call, enter text in the Log activity text box at the top of the screen. If you added notes during the call, they will appear here (iOS only).
  • To create a follow up task, tap to toggle the Follow up task switch on.
  • To select a Call type, tap + Call type (iOS only). Learn how to create call types.
  • To describe the call outcome, select an option under Call outcome.

iOS:

hubspot-mobile-call-log

Android:

android-call-outcome

 

  • Tap Save.

The call will appear on the record’s timeline.

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