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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
- Log in to the Telavox admin portal.
- Under the “App Directory” tab, select HubSpot and click activate.
- Install the app and add your team.
Requirements for contact lookup in Telavox
- Telavox Contact Lookup add-on.
Installing contact lookups
- Install HubSpot Contact Lookup in the Telavox admin portal (App Directory).
- Enter your HubSpot login credentials.
- Press “start integration”.
Adding contact lookups to users
- In the Telavox admin portal, navigate to Users -> Call Widgets.
- Select the users who should have contact lookups.
- Click on “Add” in the section on the right.
- Select HubSpot Lookup Widget.
Other information
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
Reduced administration
Frequently asked questions and answers
What Can I Do with the Telavox Integration with HubSpot?
- 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
What licenses do I need?
- A Telavox license
- A HubSpot license with either HubSpot Sales or Service Hub
- Telavox CRM integration add-on
How do contact lookups work?
- Telavox automatically retrieves customer information from HubSpot when a call comes in
- You can see all relevant customer data directly in the call
Can I integrate with other CRM systems?
Yes, Telavox offers integrations with several other CRM systems such as Salesforce and Microsoft Dynamics.
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