How to Integrate Calley with HubSpot CRM?
Guide to Integrate Calley with HubSpot CRM
Calley integrates with HubSpot CRM, ensuring that any contact generated in HubSpot CRM is automatically synchronized with the Calley Calling List. Simultaneously, the details of each call conducted are automatically recorded in the Activity Notes section for the corresponding HubSpot contact.
Step by Step guide for Calley integration with HubSpot CRM
- Login to Calley Web Panel. Go to integration section, there is HubSpot Integration block click on connect.
- As you click on connect, it asks for login to HubSpot
- Choose an account
- After connecting the account, it will redirect to HubSpot integration setting page. To import contacts, select the import type as contacts and enter a list name and submit.
- As you created a list wait until data imported from HubSpot. You will get mail for this
- As the data imported from HubSpot to Calley, start making calls from the Calley.
- After Making Call wait for activity update on HubSpot
- After Activity update you can see Call details, feedback and Scheduled call details on HubSpot
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