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Calling

Review calls on the HubSpot mobile app

Last updated: November 3, 2021

Applies to:

All products and plans

If call recording is turned on in your account settings, you can access recorded calls on the HubSpot mobile app. You can then listen to a call recording, review comments, or access the call transcript. Listening to recorded calls can help you coach, mentor, and onboard new reps or catch any missed insights from the call. You can use the recording to keep your notes up to date so you have all the context you need to prepare for your next call with a customer.

Recorded calls can be played while you navigate to other apps on your device or when your device is locked so you can multitask while you listen.

Please note: you can only record calls made from the HubSpot CRM on your desktop device. Call recording is currently unavailable on the HubSpot mobile app. If you don't see your recorded calls listed, make sure call recording is turned on in your account settings.

To review recorded calls on the mobile app:
  • Open the HubSpot app on your iOS or Android device.
  • In the bottom navigation menu, tap More.
  • Tap Recorded Calls.
  • A list of recorded calls will appear. This list includes any recorded calls made using the calling tool, or cloud recordings using HubSpot's integration with Zoom. Tap a call to listen to the recording, access the call transcript, view and add any comments, or share the recording:

recorded-calls-on-mobile

 

(iOS)

list-of-calls-android
(Android)

    • The recording will start automatically when you select the recorded call. Use the skip and rewind icons to jump to a specific part of the call, or tap the playerPause Pause icon to pause the recording. 
    • To change the call playback speed, click the playback speed icon in the bottom left. 

change-call-playback-speed

(iOS)

android-mobile-app-call-comments-tab
(Android)

    • To add a comment, tap Comments, then tap Add a comment. To mention another team member in the comment and send them a push notification, type @ and your team member's name, then enter your message. Tap the send send icon.

add-comment-ios-device
(iOS)

android-mobile-app-call-comments-tab
(Android)

    • To access the call transcript, tap Transcript.
    • Tap transcript text to start playing that specific part of the recording. As the recording plays, the transcript will automatically scroll and the speaker's text will be highlighted. If you pause the auto-scrolling, click Resume auto scrollresume-auto-scroll
      (iOS)

Please note: call transcripts are only generated for calls made by users with an assigned Sales Hub or Service Hub Enterprise paid seat in accounts where Conversation Intelligence (CI) has been turned on. Any user in a Sales Hub or Service Hub Enterprise account can access the call recording and transcript for coaching.

    • To view details about the call, including the call notes, call outcome, call type, and associated records, tap Call infocall-info-tab
                                                                                                                       (iOS)
    • To share the call recording, tap the share icon in the top right and select a sharing option. You can share the link via Slack, SMS, email, etc. When the recipient taps the link on their device, the call details will open in the app.
  • To return to your list of calls, tap the back icon in the top left.