Make calls from the HubSpot mobile app

You can make calls on the HubSpot mobile app using your mobile phone carrier or the HubSpot Calling tool. Learn how to turn on HubSpot Calling.

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 through your mobile phone carrier

To make calls through your mobile phone carrier:

1. Open the HubSpot app on your device.
2. Navigate to your records:
   
   • Tasks: Tap Home. Under Upcoming tasks, you can view three upcoming tasks. If one of them is a call task, tap calling Call . To access more tasks, tap View all, then select the Due Tasks or Future Tasks tab. You can also tap the Menu icon, then tap Tasks in the left sidebar to view all tasks. Tap calling Call next to the task name.
   • Records: Tap the Menu icon, then tap the record type in the left sidebar. You can also tap the record type in the bottom menu. Tap the record name, then tap calling Call.
   • Search: Tap the search Search icon in the bottom menu, then enter your search term. Tap calling Call next to the contact name or call task name.

3. The call dialog box will open. Tap calling Call to call from your mobile phone carrier. You can't record calls when calling from your mobile phone carrier.

Make calls from the HubSpot Calling tool

To make calls using the HubSpot Calling tool:

1. Open the HubSpot app on your device.
2. Navigate to your records:
   
   • Tasks: Tap Home. Under Upcoming tasks, you can view three upcoming tasks. If one of them is a call task, tap calling Call . To access more tasks, tap View all, then select the Due Tasks or Future Tasks tab. You can also tap the Menu icon, then tap Tasks in the left sidebar to view all tasks. Tap calling Call next to the task name.
   • Records: Tap the Menu icon, then tap the record type in the left sidebar. You can also tap the record type in the bottom menu. Tap the record name, then tap calling Call.
   • Search: Tap the search Search icon in the bottom menu, then enter your search term. Tap calling Call next to the contact name or call task name.

The call dialog box will open. 

3. Tap the Call method dropdown menu. HubSpot Calling will be the default if it's turned on.
4. Select HubSpot Calling. Your available minutes will be displayed below. To record calls, you must turn on call recording in your desktop settings. 
5. Tap Close.
6. Tap the Outgoing number dropdown menu.
7. Select your preferred outgoing number. You can add additional outgoing numbers in your desktop settings including HubSpot provided numbers.

8. Tap Close. 
9. To start the call, tap calling Call. If a contact has opted out of communications, you'll be notified before being able to proceed.
10. You can mute calls, use speaker phone, open a number pad, record calls, and take notes.
    • To mute calls or use speaker phone, tap record Mute or volumeUp Speaker.
    • To open the number pad, tap grid Keypad.
    • To take notes, tap description Notes.
    • To begin call recording, tap circleFilled Record. 

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.

11. If you're 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.
12. To end your call, tap callingHangup Hang up.

Make a call from a widget

To make a call from a widget:

1. Add a widget to your home screen.
2. On the widget, tap calling Call next to a contact or call task.
3. Continue making your call.

Save the call

At the end of your call from your mobile phone carrier or using the HubSpot Calling tool, you have the option to create a call log.

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.

1. To write notes about your call, type in the Log activity text box at the top of the screen. If you added notes during the call, they will appear here. You can add attachments or tag users in your notes by clicking the icons at the bottom of the text box.
2. To create a follow up task, tap to toggle the Follow up task switch on. Select the follow up date, due time, and reminder notification. 
3. To select a Call type, tap + Call type. Learn how to create call types.
4. To add associations, under Associated with, click the + icon. Navigate the different record types and select additional associations. Associations already tied to the record you're calling from will automatically appear in this section.
5. To describe the call outcome, select an option under Call outcome.

6. Tap Save.

The call will appear on the record’s timeline.

Log calls outside of the HubSpot mobile app

If you want to log calls outside of the HubSpot mobile app and you're using an Android device, you can turn this feature on in your app settings.