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HubSpot

Gather all important functions in one place without switching between tools. Combine telephony and CRM in the same platform.

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Manage calls in HubSpot

Make calls directly in HubSpot. With the Telavox app integrated into HubSpot, you have full control over your calls and can easily focus on your customers.

Automatically log calls

Streamline your work by smoothly logging calls, recordings, and transcriptions automatically after calls.

Synchronize information to Telavox

When you answer calls in Telavox, relevant customer information is automatically retrieved from HubSpot. You immediately see who is calling, the company name, email, and the responsible account manager – all to provide the best possible service from the first second.

Quick access to the customer card

All calls you handle in Telavox are automatically linked to the correct contact in HubSpot. This gives you immediate access to the customer’s complete history, the ability to register call notes, and a clear overview of ongoing cases and opportunities. This streamlines both your follow-up and ongoing customer care work.

Requirements for the Telavox app in HubSpot

  • Telavox CRM Integration add-on.
  • HubSpot license (HubSpot Sales or Service Hub),

Install from the Telavox admin portal

  1. Log in to the Telavox admin portal.
  2. Under the “App Directory” tab, select HubSpot and click activate.
  3. Install the app and add your team.

Requirements for contact lookup in Telavox

  • Telavox Contact Lookup add-on.

Installing contact lookups

  1. Install HubSpot Contact Lookup in the Telavox admin portal (App Directory).
  2. Enter your HubSpot login credentials.
  3. Press “start integration”.

Adding contact lookups to users

  1. In the Telavox admin portal, navigate to Users -> Call Widgets.
  2. Select the users who should have contact lookups.
  3. Click on “Add” in the section on the right.
  4. Select HubSpot Lookup Widget.

Other information

For contact lookups to work correctly, all phone numbers in your CRM system need to be stored in E164 format. Numbers in this format start with “+” followed by the country code. Numbers must not contain any special characters such as spaces, brackets or hyphens. Here is an example of a valid number: +46123123123

Benefits of integrating HubSpot with Telavox

Optimize your customer communication by integrating Telavox with HubSpot.
Save time, improve the customer experience, and streamline workflows for your team.

More effective customer service

Call directly from HubSpot. Save time by having all information gathered in one place and increase efficiency in every customer contact.

Personalized customer experiences

Get instant access to key customer information during the call. Deliver a more informed, seamless and personalized customer experience without having to switch between tools.

Reduced administration

Automate much of the manual work of recording and updating customer data. Focus on what really matters – your customers.

Frequently asked questions and answers

  • Call directly from HubSpot
  • See customer information automatically on incoming calls
  • Manage call history and customer data in one place
  • Automatically log calls with recording and transcription after the call is completed
  • A Telavox license
  • A HubSpot license with either HubSpot Sales or Service Hub
  • Telavox CRM integration add-on
  • Telavox automatically retrieves customer information from HubSpot when a call comes in
  • You can see all relevant customer data directly in the call

Yes, Telavox offers integrations with several other CRM systems such as Salesforce and Microsoft Dynamics.

Get a tailored demo and quote for your business

See how Telavox can save time and improve communication in your business. Our experts will guide you through a demo and give you a tailored quote.

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