Integration possibilities of UniTalk IP telephony with HubSpot

HubSpot is a modern customer relationship management (CRM) platform that allows companies to take their customer service and SLA to the next level, improve sales effectiveness, and actively grow. 

HubSpot is used for automating inbound marketing and sales and includes software and tools for attracting customers: Marketing, Sales, Customer Service, and CMS. HubSpot offers a free starter package of these products.

Each of the HubSpot tools can be used separately, but together they bring maximum results and optimize the work of sales and marketing departments of any company.

HubSpot is ideal for businesses that are actively moving into digital, have a functional sales team of at least 5 managers and a marketing department.

Today, more than 100,000 customers from over 120 countries around the world, including Germany, France, Belgium, USA, Japan, Australia, and Ireland, use HubSpot’s services.

Advantages of HubSpot

• Informing the manager about duplicate contacts in the system;
• A unique system for recognizing phone numbers, which regardless of how the number is recorded in the system, the neural network recognizes it and assigns it to the appropriate contact;
• Easy integration scenarios that help flexibly adjust the system to any case – the user only needs to check the scenarios in the system;
• Creating call reporting: all activities are logged in the system and the activity of each manager can be tracked;
• The ability to listen to the recording of a phone conversation in the contact card.

Features of UniTalk integration with HubSpot

Receiving a phone call from a new customer: 

1. After receiving a phone call, a deal, call with UTM tags, and a recording of the phone conversation are automatically created. The manager who answered the call is automatically assigned as responsible for the deal.

2. In the “View all properties” menu, you can view more detailed information about the call received and UTM tags. There, a window with sources of income will open.

Receiving a call from an existing customer: The responsible manager answers the call and an audio recording of the conversation is added to the call in the system.

If the call is answered by a non-responsible manager, the system records the data of the manager who answered the call and adds an audio recording of the conversation.

If the manager missed a phone call from a new customer, the system records this, creates a contact and a deal for the senior manager, and automatically sets a task to call the customer back. The senior manager can then reassign this task to another manager.

If the manager missed a phone call from an existing customer, the system automatically sets a task in the existing deal for the responsible manager to call the customer back as soon as possible. 

During an outgoing call to an existing contact, the system creates an audio recording of the conversation. If this is a new customer, before making the call, the manager must create a deal with the new contact in the CRM.
If the call is answered or made by an unknown manager, the system records this and sets a task for the senior manager to check the integration settings.