List-View Dialing in HubSpot CRM

25 August 2017
Integration Hubspot CRM Integration Click to Call Outbound Calling

List-View Dialing in HubSpot CRM | Telephones for business

List-View Dialing in HubSpot CRM

Dialing down a contact list in HubSpot CRM really brings out the efficiency of Kixie’s HubSpot CRM integration. On the HubSpot CRM contacts page, as you can see in the example below, I have my list of contacts. By utilizing the red Kixie click-to-call icon beside each number, I can dial down the list, one click at a time. Additionally, whenever I make a call, my Kixie PowerCall® will give me the opportunity to:

  1. View the person’s basic HubSpot CRM information, and click directly into the contact.
  2. Edit the contact’s basic information in HubSpot CRM
  3. Compose a note or call disposition that logs inside the contact
  4. Schedule a future activity (like a follow-up call) that logs inside the contact

This way, I can dial down a list with with click-to-call, and when I do need to click into the actual contact, make edits, log dispositions or schedule activities, I can do that efficiently without slowing down or breaking my workflow.

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