We are incredibly excited about the launch of our HubSpot integration. When we launched PhoneWagon earlier this year we set out to help marketers and business owners optimize their ad spend and win more customers. We knew that phone calls were a huge part of their business and there wasn’t a great way to track phone calls from a beautiful and simple dashboard.
Testing WP 5
Today we are announcing our integration with HubSpot. By integrating call tracking into HubSpot, you can now see all your phone calls (including marketing campaign, source and keyword) directly inside HubSpot. We will create a new contact if that phone number isn’t in your contact list. If they are already a contact we will simply add the call activity to the contact record so you can view everything in one place. It’s the best way for marketers and salespeople to leverage data to close more deals.
Here’s a video walk-through:
And here’s a step-by-step guide to setting it up:
Step 1: Click on ‘Company Settings’ and then select HubSpot
Step 2: Click ‘Activate Integration’
Step 3: Choose the HubSpot Account you want to integrate with
Step 4: Configure HubSpot Integration and click ‘Update Integration’
Now, when you go to your HubSpot CRM, you will see new contacts for new calls from PhoneWagon. The call activity will be added automatically along with the call recording and source of the phone calls. It’s magic.