How to use HubSpot Calling (Step-by-Step Tutorial)
Автор: CRM Tutorials Library
Загружено: 2026-03-18
Просмотров: 21
Описание:
Learn how to enable and use HubSpot Calling — the built-in phone system that lets you make, receive, and log calls directly inside your CRM. Perfect for small businesses, sales teams, and anyone wanting to ditch separate phone apps and keep everything in one place.
In this step-by-step tutorial, we cover:
Turning on HubSpot Calling in account settings
Choosing between HubSpot's native calling (paid seats) or connecting a third-party provider like Aircall
Purchasing seats and assigning them if using built-in calling
Installing and authorizing a third-party integration (Aircall example)
Placing your first test call from a contact record
Logging notes and outcomes during/after the call
Get call activity synced automatically to contacts, deals, and timelines — no more manual logging.
Enable HubSpot Calling today and streamline your sales & support calls.
(Subscribe for more HubSpot setup, integrations, and productivity guides → straight-to-the-point, no fluff!)
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