Follow these simple steps to create tasks on your Hubspot account for every call answered or launched from your Aircall account!
- Log in to your Dashboard
- Select Integrations in the left sidebar menu
- Click on Add an integration, select Hubspot and click on Add this integration
- You will be redirected to your Hubspot login page. Enter your credentials 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.
On the General settings page, you will be able to:
- Pick which Aircall numbers should get linked to the Hubspot integration
- Choose when tickets should get created
To make a call from Hubspot
You can easily set up a click-to-dial in order to start a call in Aircall when clicking on a number in Hubspot.
To do so, please follow these steps.
If you need further assistance, please contact our Support team.