Hubspot CRM Integration for Wildix Telephone System

integrate Hubspot CRM with Wildix

Customer Relationship Management (CRM) integration with Hubspot allows for incoming telephone calls to screen-pop directly within the Hubspot interface. This allows the end-user to answer the call and open the contact's record without needs to switch between windows. The end-user can also hold/resume, forward, transfer and hang-up the call. Click-to-call functionality allows end-users to initiate calls via the telephone system for the contact.

There is also the optional feature to log calls against the contact's record in Hubspot.

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Product Features

Screen-Pop

Incoming calls pop-up within Hubspot and can be answered, put on hold, resumed from hold, transferred, forwarded or the call can be ended via the hang-up button.

Auto-detection of incoming contact with link to contact record within Hubspot

Click-to-Call

Hovering over a telephone number allows the option to call that number with a simple click. There is also an optional feature to generate a call record in Hubspot when the outgoing call is initiated

Transfer and Forward

Option to transfer or forward the call to a colleague. Initial list is for colleagues in the same department as the person answering the original call, but also a dropdown option to select the extension for anyone else on the phone system.

Icons to identify the current status of the colleagues to ensure forwarding or transfer only to a colleague who is available to take the call.

Dialpad

The dialpad allows for telephone numbers to be manually entered and called. Number buttons ideal for touch-screens, but also the option to type the number from the keyboard.