HubSpot is a CRM platform that provides software, integrations and resources to seamlessly connect marketing, sales, customer service and content management teams.
With CLINQ, you can make calls using your CRM contacts displayed in the CLINQ app. This way, you will always see who is calling and don't have to switch between different tools.
Connect CLINQ and Hubspot and then benefit from automatic contact synchronization. All changes or new contacts added in the CLINQ app during or after a call will then be automatically saved in your CRM.
Integration of Hubspot with the CLINQ App:
Clink on the User Icon, then "Settings" and then choose "Integrations".
In the "Integrations" view, scroll until you find "Hubspot", then click on the "Connect to Hubspot" button.
In the pop up window you now need to Click on "Sign in to your Hubspot account" to get to the next window:
Enter your Hubspot account login information:
Lastly, Hubspot will ask you to "Grant access" so Hubspot and CLINQ can connect with each other:
If the data entered was correctly, then your CRM will now be integrated with CLINQ.
Note: Depending upon the amount of contacts you have in your CRM, then it can take some minutes until all of your contacts are displayed.
How to "Click2Dial" in Hubspot
Open a contact in your Hubspot account, and then click the Click2Dial icon to the right of the contacts phone number entry (highlighted red in the below screenshot).
How to log Call Notes in CLINQ & Hubspot?
Call notes can be logged through three different methods:
- In CLINQ during a call
- In CLINQ immediately after a call finishes
- Subsequently via the call list
Note: it is also possible to log call notes in the Call History, Call Details anytime after the call has finished. For more information, please see the "Where can I find my call notes" section.
1) During a Call
When you have an active call, In the Desktop app, click on the option "Call Logging" towards the bottom of the App screen (1st screenshot below). On clicking into the Call logging bar a text field will then open where you can then enter your call notes (2nd screenshot). Your call notes will be saved to both your CLINQ call entry and also in Hubspot.
2) After the Call
As soon as the call ends, a Text Field will open in the CLINQ Desktop app. By clicking in this field you will then be able to enter your call notes. All entries you make in the text field will be saved.
Important Note: The text field is only shown for 5 seconds after the call ends, so you will need to click into the field during the 5 second window to be able to enter your call notes. Once clicking into the field, the 5 second rule is deactivated, so you will then be able to take as long as you need to enter your call notes.
3) Using the call list
When the call has ended, open the CLINQ call list and write note, which will be transferred to Hubspot.
Where can I find my Call notes?
Call notes which you have entered are displayed in both CLINQ and also your CRM. In CLINQ simply find the call in your Call history and click the call entry to open the Call details view. Here you'll see the notes in the "Note" field.
Note: The area showing the note below, is also the area where you can add notes at later times/dates.
In Hubspot, you will find your notes in the Contacts -> Activities - > Activity view.
