An overview of Calling

Last updated: June 5, 2017

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

You can place calls directly on any contact record in the CRM. Navigate to a contact record and click the Call tab. 

Calling gives you full control over your outgoing calls. You can register multiple phone numbers and 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 your 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.

Call Queue

You can create a call queue in the CRM, which allows you to preselect contacts that you would like to call in a row. To create a call queue, navigate to Task within your HubSpot Sales account and click Add a queue.

Next, navigate to Contacts. Choose the contacts you would like to call by selecting the checkbox next to their record. Click the More dropdown and select Create tasks. Add the details for your tasks, change the type to Call, and select the Queue you just created.

When you're ready to begin calling your contacts, navigate back to Tasks, select your queue from the left sidebar menu, and click Start queue. For more information on creating a call queue, check out this article.

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

Was this article helpful?

Previous article:

Next article: