PHONE INTEGRATION WITH HUBSPOT
Integrate your company’s phone system with HubSpot in two easy steps. Boost productivity and improve customer service.
WHAT IS HUBSPOT?
HubSpot is an all-in-one CRM platform. It centralizes tools for marketing, sales, content management (CMS), operations, and customer service, and stands out for its ease of use, AI integration, and a scalable model that includes free options.
WHAT ARE THE BENEFITS OF INTEGRATING MONEMA WITH HUBSPOT?
By integrating Monema’s virtual PBX with HubSpot, you’ll save time because you’ll have a set of tools to easily handle your customers’ inquiries over the phone. You’ll know which contact from your HubSpot address book is calling, and you’ll be able to access their profile instantly or create a contact or company if they aren’t in your address book.
Call your contacts directly from HubSpot using the ClickToCall feature.
To do this, you’ll need to have the Monema extension installed and configured in Chrome or have the Monema app installed.
When you enable integration with HubSpot, every time you receive a call, the caller’s phone number will be looked up in your HubSpot contacts.
If you answer the call on your computer using the Monema app or an IP phone, you’ll see the associated contact’s name.
And on your mobile device, using the Monema app, you’ll receive a notification with the contact’s name.
Every call you make or receive will be logged in your phone system and linked to your HubSpot contact’s name.
Additionally, if you’ve enabled call recording, you’ll also be able to listen to or download the call audio.
You can also view the call log from the contact’s activities and from the calls view.
Once you receive a call and answer it, you’ll be able to access the contact or company and view all their information.
HOW CAN I ENABLE THE MONEMA INTEGRATION WITH HUBSPOT?
Setup is very simple and can be done in just a few minutes. If you are not a Monema customer, you can request a free trial.
For more information on how to set up the integration with HubSpot, check out this article in our help center.
For some features, you need to use HubSpot in Chrome with the Monema extension. You can find out how to install it in this article in the help center.
VIRTUAL PBX MONEMA
Use it from any device: iOS, Android, your computer or an IP phone
Make calls with the company number on your mobile
Get new phone numbers from over 50 countries or have your numbers ported
Recording calls in the cloud
Call Center modules for supervisor, advanced reports, etc. are available.
And much more: ring groups, call forwarding, transfers, click2call button for your web.
Integrated with CRMs and other services
For more information, please contact us using the form below. We will be happy to assist you.