If you're looking to become even more of an expert Aircaller, then you might be looking to put Aircall's Hubspot integration, and all it has to offer, to use.
First, before taking on this most important task, please check that you have admin rights in Aircall and HubSpot. Second, make sure all Aircall users are using the same email address for their Aircall and Hubspot accounts. If users do not log in with the same email on both platforms, information will not be logged in Hubspot. Finally, follow the super simple steps (as promised) below:
- Log in to the Aircall Admin Dashboard.
- Select Integrations from the left sidebar menu.
- Click on Add an integration, select HubSpot and click on Add this integration.
- From this page, will be redirected to your HubSpot login page. Enter your credentials (remember, you have to be an admin) and login to your Hubspot account to complete the integration.
Once you have completed these quick steps, your integration is active! Now, let’s get it to work exactly how you need it to.
In the General settings section, you can:
- Pick which Aircall numbers should get linked to the HubSpot integration.
- Choose when tickets should get created.
Making Calls from Hubspot
If you need further assistance you can always contact our Support Team. They are happy to help!