HubSpot Integration with Ultatel Cloud Phone System
Supercharge your sales, marketing, and customer support by seamlessly connecting your Ultatel cloud phone system with your HubSpot CRM. This powerful integration brings together best-in-class communication tools and customer relationship management, helping your team to work smarter and close deals faster.
How Ultatel’s HubSpot integration works
Once Ultatel has been activated, it will appear inside your HubSpot account. That means you will be able to call contacts and customers from within the platform, using the dial pad or simply clicking the contact phone icon to dial out—saving time per dial and eliminating misdials.
Key Features of the Ultatel-HubSpot Integration
The Ultatel-HubSpot integration creates a seamless connection between Ultatel’s cloud phone system and your HubSpot CRM. Here’s a quick overview of key features.
Click-to-Dial
A browser extension allows users to initiate calls directly from HubSpot contact records, routing them through the Ultatel system.
Call Logging
When a call is made or received through Ultatel, the integration automatically creates a call activity in HubSpot, including duration, outcome, and any notes taken during the call.
Screen Pops
Incoming calls trigger on-screen notifications with relevant contact information pulled from HubSpot, allowing agents to prepare for conversations.
Call Recording
Calls can be recorded and stored securely, with links to recordings automatically added to HubSpot contact records for easy reference.
Benefits of Integrating Ultatel with HubSpot
Enhanced Productivity
Automatically log calls, record conversations, and update contact information directly within HubSpot, saving your team valuable time and ensuring accurate data capture.
Improved Customer Insights
Access comprehensive customer data and interaction history during calls, allowing for more personalized and effective communication.
FAQ
FAQs on Ultatel and CRM Integrations
Ultatel integrates with major CRM platforms including HubSpot, Salesforce, Zoho, Microsoft Dynamics 365, and more.
No additional software is needed. The integration is built-in and can be activated within your Ultatel and HubSpot accounts.
Security is a top priority. The integration uses encrypted connections and adheres to industry-standard security protocols to protect your data.Â
Yes, the integration settings can be customized to fit your business needs, including configuring which data is synchronized and how calls are logged.
Absolutely. The Ultatel mobile app allows you to access integration features on the go, ensuring you stay connected from anywhere.
By integrating Ultatel’s cloud phone system with HubSpot, you’re not just connecting two platforms – you’re creating a unified communications ecosystem that empowers your team to deliver exceptional customer experiences and drive business growth.
Integrating HubSpot with Ultatel is straightforward:
- Access the Integration Settings: Log in to your Ultatel account and navigate to the integrations section
- Authorize HubSpot Access: Click on the HubSpot integration option and authorize Ultatel to connect with your HubSpot account by entering your HubSpot credentials.
- Configure Integration Preferences: Set your preferences for call logging, recording, and notifications within the integration settings.
- Install Browser Extension: If using click-to-call, install the Ultatel browser extension compatible with your web browser.
- Start Using the Integration: Begin making and receiving calls directly within HubSpot, with all activities automatically synced.
No, the integration is compatible with all HubSpot plans, including the free version. However, certain advanced features may be dependent on your HubSpot subscription level. We recommend consulting with your HubSpot account representative to understand any limitations.
The integration enhances efficiency by:
- Reducing Manual Tasks: Automated call logging and data synchronization eliminate the need for manual entry.
- Quick Access to Information: Screen pop-ups provide immediate access to customer records during calls.
- Streamlining Workflows: Click-to-call and integrated communication tools save time and simplify the sales process.
- Enhancing Collaboration: All team members have access to up-to-date interaction histories, improving teamwork and customer service.
Ultatel’s integration with HubSpot supports compliance by:
- Secure Call Recording: Automatically record calls and store them securely within your HubSpot records or Ultatel’s system.
- Audit Trails: Maintain detailed logs of all communications for auditing purposes.
- Customizable Compliance Settings: Configure settings to align with industry regulations such as GDPR, HIPAA, or other legal requirements.
Our dedicated support team is available to assist you:
- 24/7 Customer Support: Reach out via phone, email, or live chat for immediate assistance.
- Comprehensive Documentation: Access guides, tutorials.
- Personalized Onboarding: We offer onboarding sessions to help your team get up and running smoothly.
