3ctel for Hubspot
By 3CTEL
Empower your 3ctel with hubspot and create a more collaborative CRM experience.
Key features
- Users can initiate a call to a HubSpot contact directly from 3CTEL with just a click, saving time and reducing errors.
- The integration allows for call pop-ups that display the contact information of the person calling, allowing users to personalize their interactions and provide better customer service.
- All calls made through 3CTEL are automatically logged in HubSpot, providing users with a detailed history of their interactions with a contact.
- Users can configure the integration to automatically assign lead scores to contacts based on their call interactions, allowing them to prioritize their follow-ups.
- The integration ensures that all contact data is synced between 3CTEL and HubSpot in real-time, eliminating the need for manual data entry.
- When a new contact is added in 3CTEL, it can be automatically created in HubSpot, allowing for a streamlined workflow.
- Users can create tasks in HubSpot directly from 3CTEL, ensuring that follow-up actions are recorded and tracked.
- The integration provides detailed reporting and analytics on call activity, allowing users to measure the success of their customer interactions and identify areas for improvement.
Benefits
Better Lead Management:
The integration allows businesses to score leads based on call interactions and prioritize follow-ups, improving their lead management and increasing the chances of closing sales.
Easy Data Access:
With the integration, businesses can access customer data from within their 3CTEL phone system, allowing them to provide better customer service and personalized support.
Improved Sales Performance:
Provide sales teams with real-time access to customer information, enabling them to provide tailored solutions and improve their sales performance.
Enhanced Marketing:
Allow businesses to integrate their marketing campaigns with their phone system, enabling them to measure the effectiveness of their marketing efforts and adjust their strategies accordingly.
Requirements
Must have an active HubSpot account with the appropriate permissions to integrate with other software.
Must have a HubSpot API key to authenticate the integration.
Need to ensure that your firewall is properly configured to allow 3CTEL to connect to the HubSpot API.
Must have sufficient server capacity to accommodate the additional workload generated by the integration.
Need to map the contact fields in HubSpot to the contact fields in 3CX to ensure that the data is properly synced between the two platforms.
Technical Details
Feature | Description |
Contact Synchronization | Inbound/outbound calls from/to external numbers trigger a CRM contact lookup to add to 3CTEL Contacts, so the contact name is automatically shown on your phone’s display when dealing with a call. |
Call Pop-ups | When using the 3CTEL Web Client or Desktop App, the customer record is brought up to you automatically when you receive an inbound call. |
Call Journals | Calls are logged as CRM call records. |
Chat Journals | Chats are logged as CRM meeting records. |
Create a new contact | Automatically when a call is made or received from / to an unknown number. |
Click to Call | Launch calls straight from Hubspot via 3CTEL, using the 3CTEL Click2Call Browser extensions for Google Chrome and Microsoft Edge. |
INTEGRATIONS
Work with your teams, wherever they are
- Integrate 3ctel phone capabilities into your favorite business apps like Google, Microsoft, and Salesforce.
- Create integrated apps that work for your business’s unique needs with our open APIs, SDKs, widgets, and more.
Connect From Any Device
Our Applications Let you connect from any device & connects you to the world
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