![]() Agents save time with automatic call logging and quick access to Call, Deal, and Ticket information, while managers benefit from complete call activity visible within HubSpot's Reports Dashboard. We look forward to continuing to build on our partnership with Aircall to find even more ways to leverage customer data."Īircall, the call center platform for modern business, integrates with HubSpot to boost call agent productivity, have smarter conversations, and quicker resolutions. Aircall users can trust that they have access to the most up-to-date customer information whenever they pick up the phone. "Thanks to bi-directional syncing, the HubSpot integration for Aircall will make it even easier for those teams to harness and act on customer data added to either platform. "Front-office teams that are powered by one unified data source are better able to serve and delight their customers," said Scott Brinker, VP of platform ecosystem at HubSpot. The integration is one of more than 25 apps built by HubSpot to help customers extend the power of Operations Hub. The integration was built by HubSpot using the new data sync feature available now in Operations Hub, a new product from HubSpot that enables operations teams to bi-directionally sync data across business apps, build sophisticated automation actions, and ultimately help their companies run better. Under the heading Data Management, go to Objects => ActivitiesĪt the bottom page, on the subject Call Recording, click on Allow call recording.NEW YORK, Ap/CNW/ - Aircall today announced a new data sync integration with the HubSpot CRM platform. If you use Hubspot as your phone provider, make sure that the call recording is enabled. Use the drop-down to find the Hubspot user If certain users do not have the Hubspot icon displayed:Ĭlick on Edit User (pencil icon on the right side) Good to know: you can use the Auto-match button to let Modjo link your users based on email matching. Step 2: Make sure every user access is bound to the corresponding Hubspot's user accessĬheck the users list and make sure that for each user who should be connected to Hubspot, a Hubspot icon is displayed on their row. ![]() Once he logged in, he should be redirected back to Modjo. ![]() The user should be redirected to a Hubspot login page and must log in with his regular Hubspot credentials Step 1: Grant us access to Hubspot via OAuth If so, follow the quick and easy steps described below: You must have the Admin rights in both Hubspot and Modjo. (Optional) If your company uses Hubspot telephony to make phone calls, we can import them (see step 3 below). Synchronize email activities present in Hubspot (related to your contacts/accounts/opportunities) in order to quickly visualize in Modjo the timeline of your past interactions. In the event that the call wasn't logged, Modjo adds the call activity (with a few extra details) as well as a link to the call.ĭisplay within Hubspot's calls' activities the comments made on their corresponding calls in Modjo. If the call was already logged by the phone provider (ex: Aircall), we'll solely add the link to the call in Modjo. Make sure the calls were logged in Hubspot as a "call activity" in the contact/account/opportunity timeline. Modjo binds with Hubspot CRM allowing to:įind your Hubspot contacts, accounts and opportunities related to your calls in order to import and display them within the platform.
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