How To Integrate PhoneWagon Call Tracking With HubSpot

Ryan Shank wrote this on on December 21, 2017 in Features

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.

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’

 

That’s it!

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.

This is what it will look like:

 

Let us know if you have any questions!

Try it out for free here: phonewagon.com/free-trial

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Ryan Shank

About the Author

is the CEO at PhoneWagon. Ryan loves helping small businesses generate quality leads by implementing creative solutions that are proven to work. He has been involved with several companies that help small businesses and all of them have either been acquired or gone public through an IPO.