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Connect your phone to HubSpot for calls

Connect your phone to HubSpot to enhance your call management by setting up telephony preferences, including call recording and transcription settings, for streamlined…

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·4 steps·103 views·Published

Connect your phone to HubSpot to enhance your call management by setting up telephony preferences, including call recording and transcription settings, for streamlined communication.

Step-by-step Guide4 steps

  1. Click here to connect your calendar

    Clicking this link will allow you to connect your calendar, helping to highlight important meetings and manage your schedule effectively.

    Click here to connect your calendar
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  2. Click the Calling section

    Access the Calling settings to configure your telephony preferences within HubSpot. This section allows you to manage features related to calls, including recording and transcription settings.

    Click the Calling section
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  3. Click the Call Setup option

    This will open the settings for managing your call configuration, including options for call recording and transcription.

    Click the Call Setup option
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  4. Click the Get started button

    Initiate the process of setting up your HubSpot Calling feature. This will guide you through creating a new phone number or connecting an existing one for efficient call management.

    Click the Get started button
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