If your company uses HubSpot CRM, you, as the Owner of your organisation, can enable the HubSpot integration option so that all of your sales team's calls will be logged directly to HubSpot. All you need to do is follow these steps:
Step 1: Sign up on the Call Analytics dashboard and create your organisation if you haven't already.
Step 2: Go to Integration > Apps.
Step 3: Choose Connect.
When the app says Disconnect, your organisation is connected to HubSpot!
Step 4: You and all of your team members will receive an email notifying them about this. If you cannot find it in your Inbox, check your Spam folder as well.
Step 5: You and your team members need to go to the Call Analytics dashboard and click either the link on the notification below or go to Integrations > App > Login.
Step 6: Choose Sales Professional > Connect App.
Important:📌 It's absolutely essential that the HubSpot integration remains connected. If the owner disconnects it, all team members will be logged out and call data will stop being pushed to HubSpot. This means the call logs and related information will not be saved. The integration must be kept connected at all times.
Step 7: Now, all your sales calls to HubSpot contacts will be logged automatically to the CRM and they can be found in Integration > Integration Log.
