Intulse's HubSpot VoIP integration merges your phone with your CRM. Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within HubSpot and returns any contact records that match.
Not an Intulse customer? Learn about our HubSpot VoIP integration »
When someone calls you instead of displaying the Caller ID you'll see the name of the contact as it appears in HubSpot and can click on the name to launch their account within HubSpot. You can quickly add call notes to a contact's activity and the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording.
To experience the integration between Intulse and HubSpot you will need to use the Intulse App.
If you would like to have Hubspot integration enabled for your account, please contact Intulse support and we would be happy to turn it on for you.
This guide assumes that you already have the Intulse App on your favorite device and that you are already logged in. If you need help getting into the App click here to learn more.
If you are an Admin in the Intulse App you have access to additional settings:
For more information about Hubspot, check out their website!