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Aircall's HubSpot Integration and Improving Your Calling Approach

Written by Kenny Lloyd | Sep 9, 2022 9:16:00 PM

Introducing Aircall and HubSpot

We are excited to present the HubSpot & Aircall integration! Aircall is a cloud-based phone system for modern customer service and sales teams. HubSpot is the all-in-one CRM for growing businesses. The integration between Aircall and HubSpot provides users with a seamless way to manage their customer interactions. Aircall's features, such as call recording and automatic transcriptions, are integrated into the HubSpot CRM, providing valuable insights into customer interactions. In addition, Aircall's call automation features allow users to automate repetitive tasks, such as scheduling appointments and sending follow-up emails. The Aircall and HubSpot integration enables businesses to provide an even higher level of service to their customers. We can't wait to show you what users can achieve with this integration!

 

The benefits of integrating Aircall with HubSpot

Aircall is a cloud-based phone system designed for modern businesses. HubSpot is a CRM and marketing platform that helps businesses grow by attracting, nurturing, and converting leads. Aircall and HubSpot offer many benefits when used together. Aircall's integration with HubSpot allows customers to call directly from the CRM with one click. This single-interface approach makes it easy for sales and customer service reps to connect with leads and customers. In addition, Aircall's call automation features allow businesses to automate repetitive tasks, such as placing outbound calls and following up with missed calls. This manual task elimination frees reps to focus on more high-value activities. As a result, Aircall's integration with HubSpot provides several benefits that can help businesses improve their sales and customer service operations.

 

How to set up the integration

Aircall is a cloud-based VoIP phone system that offers businesses a variety of features to help them streamline their communications. One of the most popular features of Aircall is its integration with HubSpot, a CRM (customer relationship management) software. Integrating these two platforms allows businesses to manage their calls and customer data in one central location. Here are the steps for how to set up the Aircall-HubSpot integration: 

 

1. Log in to your Aircall account and go to the Connections tab. 

2. Click on the "HubSpot" icon and enter your HubSpot credentials. 

3. A new window will open where you'll need to give Aircall permission to access your HubSpot account. Click "Allow." 

4. Once you've given Aircall permission to access HubSpot, you'll be redirected to the Aircall Connections tab. The status of the connection should now be "Active." 

5. That's it! You've successfully integrated Aircall with HubSpot. Now you can start managing your calls and customer data in one place.

 

Tips for improving your calling approach

Aircall and HubSpot have some great tips for improving your calling approach. For sales calls, they suggest using a script to structure the call, being aware of your tone of voice, and having a clear objective for the call. They recommend being friendly and helpful for customer service calls, using active listening techniques, and avoiding put-downs. They also suggest recording calls to listen back and identify areas for improvement. By following these tips, you can make sure your calls are more effective and enjoyable for you and the person you're speaking with.

 

FAQs about the integration

Aircall and HubSpot are two popular tools that offer a wide range of features for businesses. Aircall is a cloud-based phone system that provides users with several features, such as call forwarding, voicemail, and caller ID. HubSpot is a CRM tool offering contact management, sales, and marketing automation. The two platforms offer several benefits for businesses. Still, there are also a few things to remember when using them together. Here are some frequently asked questions about the Aircall and HubSpot integration:

 

Can I use Aircall without HubSpot? Yes, Aircall can be used as a standalone platform. However, integrating Aircall with HubSpot can provide additional benefits, such as the ability to track calls made through Aircall in HubSpot.

 

Do I need to be on a specific plan to use the Aircall-HubSpot integration? No, the Aircall-HubSpot integration is available for all Aircall and HubSpot users.

 

What data is shared between Aircall and HubSpot? When you integrate Aircall with HubSpot, the following data is shared: contact information (including name, email address, and phone number), call logs (including date, time, duration, and status), and recordings (if enabled).

 

Can I choose which data is shared between Aircall and HubSpot? Yes, you can select which information is shared between Aircall and HubSpot. To do this, go to the Aircall settings page in HubSpot and select the "Data sharing" tab. You can configure which data is shared between Aircall and HubSpot.

 

What happens if I delete my Aircall account? If you delete your Aircall account, Aircall will remove your Aircall data from HubSpot. However, deleting your Aircall account does not delete your HubSpot account.

 

In conclusion

So what are you waiting for? Start using Aircall today and see the difference it makes in your team's calling success. You'll be able to make calls more quickly and efficiently, and you'll have all of your call data automatically funneled into HubSpot. Now, you can track and analyze your progress. Celebrate successes and learn from failures together as a team, and start making the most out of your phone calls with Aircall and HubSpot.