What is HubSpot's Calling Solution?

HubSpot Calling: Discover your ideal Calling solution for sales prospecting

The Calling feature is one of the many valuable features in Sales Hub (and Service Hub) that help with time-saving and being more organised. 

With HubSpot Calling you can make and receive calls, make notes in real-time and log and track (and record if you need that too) all in your HubSpot CRM.

If you're a user with a designated Sales Hub or Service Hub subscription, you have the ability to seamlessly connect with contacts directly from their record in HubSpot. Utilise a HubSpot-provided phone number, an outbound phone number registered for calling, or even a third-party calling provider. Capture the conversation, jot down notes in real-time, and effortlessly save the call details to the contact's profile. And if you find yourself engaged in a chat with a contact in the conversations inbox, you can conveniently access the calling tool straight from the reply editor. Sounds good, right?

HubSpot Calling Click to call with Sales Hub

Calling prospects from inside HubSpot makes it easy to record and auto-log the conversation on the contact record for future reference.

• Spend less time calling, more time connecting
• Automatically make and log calls directly on CRM records
• Allow your whole team to listen to customer conversations

Call from a contact record

To start a call from a contact record:

• In your HubSpot account, navigate to CRM > Contacts.
• Click the name of a record.

• In the left sidebar, click the calling call icon.
• If you don't need to update any calling settings before placing a call, select a phone number from the dropdown menu. The call will immediately begin.

If you're a user with an assigned Sales Hub or Service Hub paid seat, you can make calls directly to contacts from their record in HubSpot using a HubSpot provided phone number, an outbound phone number registered for calling, or a third-party calling provider. You have the option to record the call, jot down notes during the conversation, and save the call details to the contact's profile. Additionally, if you find yourself in a chat with a contact in the conversations inbox, you can conveniently access the calling tool directly from the reply editor.

Before getting started, make sure you meet the technical requirements to make calls with HubSpot and that you set up a calling option in your account.

Keep in mind that the number of calling minutes in your HubSpot account depends on your subscription. If you're close to reaching your calling limit, an alert will pop up in your account. Don't worry, even if you hit your limit mid-call, you can finish that call. Just keep in mind that calling minutes reset at the beginning of each month.

How good would it be to have 2 phone numbers on one device?

It's so easy with HubSpot

Sales Hub users (Starter, Professional or Enterprise) have access to a FREE HubSpot provided phone number 

this allows you to make outbound calls and receive incoming calls forwarded to your personal device using your existing mobile carrier

This new feature can be really useful, especially if you don't want to manage multiple devices you can now choose to have two phone numbers on one device.

(If you're a user with super admin permissions, you can acquire a HubSpot provided phone number then assign it to a team member.)

Create a better calling experience 

Make direct calls to your customers and prospects using HubSpot's customer platform. You won't have any concerns about the call quality - its superb and you can take advantage of advanced features such as call logging and analytics.

This user-friendly feature has been specifically designed to seamlessly handle all your recorded calls, ensuring that they are effortlessly logged on the contact records within HubSpot's Smart CRM system, ensuring your team has the necessary context to deliver the best possible customer experience.

Its quick and easy to add click to call links to your content, your website and sales and marketing emails.

You can also set up call recording for your account so your whole team's calls are recorded and accessible in the calls index page for review. If you're a user in a Sales Hub or Service Hub Professional or Enterprise account, you can turn on Conversation Intelligence (CI) to automatically record, transcribe, and review calls made in HubSpot.