Support Articles
how to use HubSpot
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Set up calling from your account in Hubspot
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 Go to the personal calling preferences page If your number is not linked to Hubspot, you will see the following. Click the Connect calling button Click the Add phone number button Enter your Aircall number and select SMS message Verify the number and complete the steps Setting up your account for calling from either Hubspot or Aircall Open a contact record in Hubspot Click the call icon on the left side under the contact name Click Open call options at the bottom of the popup menu At the bottom of the popup window, select your preferred calling provider 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 We recommend using Aircall for calling in Hubspot since we have integrated SMS capabilities into Aircall Once you have selected Aircall as your provider, click the contact's number to initiate a call The Aircall app will open automatically. Click the green Call button to begin the call You will see the caller insights in the window Click the Notes button to open the Notes window. Take your notes directly in the Aircall app 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
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Connect Different Calendars to HubSpot Meetings
Anyone with multiple accounts across Google Workspaces can connect their calendars to HubSpot Meetings. STEP 1: What to do in Google Calendar Log in to the calendar you are connecting and syncing with HubSpot. Subscribe to all the calendars that will determine your availability. Follow these instructions from Google. Once calendar sharing is approved, the subscribed calendars should now appear on the main Google Calendar connected to HubSpot. They should appear like this: STEP 2: What to do in HubSpot Go to Settings > Calendar. Tick both boxes (Calendar Sync and Meeting Scheduling Pages). Under "Meeting Scheduling Pages," there is an "Availability Calendars" dropdown. When you click the dropdown, all subscribed calendars should appear. Select the calendars you want to use to determine your availability. Click Save. Availability in the HubSpot meeting will now be updated based on all the calendars selected from the dropdown.