HubSpot
App details
First Release
2015
HubSpot Price
From $0/mo.
HubSpot Integration Overview
CallRail's integration with HubSpot helps marketers discover which marketing campaigns drive inbound phone calls, text messages, and forms, and how those leads convert into sales. CallRail's integration with HubSpot automatically creates new leads from inbound phone calls or text messages, or adds activities to existing contacts. Now, Voice Assist integrates with HubSpot to recognize existing contacts instantly, allowing your AI agent to greet known leads by name and skip redundant intake questions. Call recordings can be accessed directly inside the HubSpot platform, alongside robust call data, including marketing source, PPC keyword, landing page, gclid, tags, conversion status, and qualified value. Receive call summaries and caller sentiment on each record to save time listening to each call to determine next steps.
Integration Features
- Measure the true ROI of each advertising marketing campaign with integrated, granular reporting for phone calls and text messages.
- View call tracking and caller activity data, such as lifecycle stage, first and last touch, medium, gclid, campaign, and all other recent interactions, within your HubSpot account.
- Empower Voice Assist to identify returning callers in real time by reading HubSpot contact data, ensuring faster and more natural conversations.
- Evaluate phone call leads for a better idea of which HubSpot-managed marketing activities are truly driving sales.
- Simplify lead management with automatic lead and activity creation from phone calls.
- Improve customer experience by having Voice Assist use your CRM data to bypass repeat questions and move directly to helping the caller.
- Populate the original source field with one of the HubSpot standard values that closely matches the CallRail-determined first-touch source.
- Tag and segment contacts using CallRail’s interaction data to assess campaign performance and prioritize follow-up.
- Base your next action on caller sentiment, fast-tracking hot leads, and following up appropriately.
- Leverage the intelligence of your CRM for after-hours and overflow calls, ensuring every interaction feels like a continuation of your customer relationship.
- Configure call flows in CallRail based on agent, location, and department, and align workflows in Hubspot to streamline workflows.
