This article describes how LeadDesk Talk interacts with Hubspot; allowing agents to set up outbound calls.
Customer phone number management
Talk interacts a public and private app within Hubspot. It searches for a match with phone numbers as listed within a Contact, using the system default fields for phone numbers.
Outbound calls (click-to-call) made by the agent, copy the number "as is" into Talk.
If the number is written in a local format, the number is appended by your account's default country code. If the number is written in an international format, the number is called as such.
Agents can generate a call from the Contact card, using the number linked to the entity. The activity is automatically logged at the end of the call to the entity.
Reviewing your Hubspot data
To review your own Hubspot customer data, the contact section can easily be used as a reporting tool, pulling data for all contacts.
Need help? Reach out to your LeadDesk Account or Customer Success Manager.
Call logs in Activity History
When a call is made, basic call data is pushed into Hubspot immediately. When the call is closed, you will be able to see additional information. This activity is locked to your agent as always.
- Click the Review recording link to open the recording playback, with improved playback controls. If you don't need the enhanced options, you can also click the play button at the bottom of the call summary.
- The editable call description automatically includes the call direction (Outbound in the example above) its outcome (answered call, above) and the outcome selected in LeadDesk (meeting booked, above) as well as the number called. Below that is another link to the (Recording) and the call's Call ID. Note that the access to call recordings may be restricted and you may not have access even if the link is visible.
- Under the descriptions are dop-downs for Outcome, Type and Direction. Changing the Outcome or Direction will be reflected in the description.