An overview of Calling

Last updated: December 16, 2016

Available For:

Marketing: N/A
Sales: Free, Professional
HubSpot Calling lets you reach your best prospects in just a few clicks. No need to touch a phone - HubSpot connects you right from your browser, and even records the call (if you choose). At the end of your call, everything is automatically logged into your HubSpot CRM or Salesforce.

Placing Calls

Calling gives you full control over your outgoing calls, with the ability to register multiple phone numbers. Before placing a call, you'll have the option to select your outgoing number.

You also have the option to call from your browser or through a physical phone. The call will be recorded automatically, unless you are calling a two-party consent state/country. In those cases, you can enable recording manually.

Calls can be placed from a few places, we'll cover them below...

In the CRM

You can place calls directly on any contact record in your CRM.

In Gmail or Outlook for Desktop

When composing an email in Gmail or Outlook for desktop, the HubSpot Sales extension will display a sidebar with contact information. You can place calls directly from this sidebar.

Just like in the CRM, you will be able to select a secondary phone number, disable/enable recording, or leave notes. This information will all appear on the associated contact record in the CRM.

Call Queue

The call queue allows you to preselect contacts that you would like to call in a row.

To add contacts to your call queue, navigate to Contacts within HubSpot Sales. Choose the contacts you would like to call by selecting the checkbox next to their record. Next, select the phone icon to add contacts to your Call Queue.

In order to start calling the contacts added to your Call Queue, navigate to Sales Tools Call Queue. In the top left corner of the page, select Start Calling.

Once calling begins, you'll have the ability to customize the delay between calls, pause the queue, or skip forward/back. If you prefer, within delay dropdown you can choose Off, to move through the call queue manually.

The Complete Guide

If you would like to read a more in-depth guide about calling, our Calling User Guide covers:

  • How to register your number for Calling
  • How to make a call
  • Using the Call Queue
  • Managing phone numbers registered for Calling

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