Using HubSpot for your Business?

HubSpot provides tools for companies and organizations to optimize their sales, marketing, and/or customer support. Offering a free CRM, HubSpot can be a great way for a small business or startup to easily manage their contacts.

Did you know you can make calls directly from your HubSpot contacts? The HubSpot calling tool allows you to easily log and record all calls. Already have an existing business phone number? You can integrate that directly with HubSpot. In this post, we’ll show you how.

How to set-up your OpenPhone number in HubSpot

1 – Log-in to your HubSpot account.

2 – Select the Contacts dropdown in the upper-left corner of the page and choose “Contacts”

3 – Click on the name of a specific contact.

4 – In the center panel, select the “Calls” tab and then click “Make a phone call”. (You can also complete this step by clicking the “Call” icon in the left panel).

5 – Click “Add phone number”.

6 – From here, you’ll be prompted to add your phone number. Input your number, choose SMS message, and then select “Text me”.

7 – You should receive a 6-digit verification code. Copy this number into the verification box on HubSpot.

8 – Voila! You can now make calls on HubSpot using an external number.

To make a call in Hubspot using your business number:

1 – Once your number is configured, select the specific contact that you would like to call.

2 – On the left hand panel, click the “Call” icon.

3 – From here, click “Call from browser” to call directly from your browser.

Note: These calls will cost HubSpot minutes. Be sure to confirm with HubSpot that your plan has enough minutes before calling.

Start calling your HubSpot contacts with OpenPhone

Looking for the best business phone system for you? OpenPhone numbers work great with HubSpot to supercharge both tools. Now you’re able to use HubSpot’s callling features for all of your outbound or inbound calls while using your outgoing OpenPhone number on the caller ID.

OpenPhone is the business phone system for modern professionals. It comes with advanced SMS features in addition to all you need in a modern phone system. This includes:

  • Local and toll-free numbers in the US and Canada
  • Calling and messaging (SMS & MMS)
  • Auto-attendant and call routing
  • Ability to share responsibility for a phone number, like an inbox
  • Call recording
  • Slack & email integrations
  • Mobile apps for iOS and Android
  • Web-based app for all browsers

More importantly, we have a service customers rave about and we’re constantly implementing customer feedback into the product. Check out our changelog to see what we’re up to.

Ready to try it out? Get started with a free trial of OpenPhone.

Author

Customer Experience Extraordinaire at OpenPhone. I've probably responded to your emails :)

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