To use Hubspot's calling features, you will need to add your phone number as shown next.  To use Aircall, you can skip the first part of this process and go to Setting up your account.

Linking your number to the Hubspot calling feature

1. Go to the personal calling preferences page
2. If your number is not linked to Hubspot, you will see the following.  Click the Connect calling button
   
   
3. Click the Add phone number button
4. Enter your Aircall number and select SMS message
5. Verify the number and complete the steps

Setting up your account for calling from either Hubspot or Aircall

1. Open a contact record in Hubspot
2. Click the call icon on the left side under the contact name
3. Click Open call options at the bottom of the popup menu
4. At the bottom of the popup window, select your preferred calling provider
   
   
   
5. You will now see your calling provider selection whenever you select the call icon on a contact record
   
   

Using Aircall as your primary provider in Hubspot

1. We recommend using Aircall for calling in Hubspot since we have integrated SMS capabilities into Aircall
2. Once you have selected Aircall as your provider, click the contact's number to initiate a call
3. The Aircall app will open automatically.  Click the green Call button to begin the call
4. You will see the caller insights in the window
5. Click the Notes button to open the Notes window.  Take your notes directly in the Aircall app
6. Once the call is over, your call record and notes will appear in the Hubspot Activity view.  If you don't see the Aircall activities, click the Filter by: Filter activity link near the top of the Activity view and make sure Aircall is selected under Integrations