Documentation

HubSpot Zoom Phone Integration

After installation admin should go to Configuration page

  • Crm Configuration (Follow CRM configuration and installation steps)

  • GDPR & Data Management (Fill Data Retention Period and give consent)

Now App is ready to use

You can install app for other users

  • Add for all users or for specific users or groups

  • When user login first time to App need to go though Authorization process

  • Application uninstall

Before uninstall go to Configuration in GDPR section and delete all users data

After that go to marketplace and remove app from account

  • Application Guide

    • History Tab

This part of the application includes a list of agent calls. Detailed information contains a link to the record attached to the call (this can be a contact, company, ticket), as well as a link to the call in the CRM system. You can listen to the call recording and update the link to the call recording for the call entity in the CRM (the link to the zoom call is temporary and if you want to use the advanced functionality for call analytics: for example, transcription, then you need to update the link to the call from time to time). You can call the attached contact or company if the record has a phone number.

  • Customers Tab

Includes a list of contacts and companies from the CRM system. You can highlight detailed information on the found contact or company with the ability to make a call from the application

  • My Deals Tab

Includes a list of personalized agent deals with detailed information on each deal. You can call the contact or company associated with this deal and open deal in CRM

  • My Campaigns

From the point of view of the CRM system, campaigns are a complex solution that includes not only calls on marketing lists. Therefore, to implement calls to campaign members, we need to create a static list consisting of contacts or leads (they will be used for calling). Next, you need to add a static list to the campaign assets. In our application, after selecting a campaign assigned to a user, you need to select a static sheet for calling. After calling all members, you need to mark the step with the static list as completed manually in the CRM campaign.

You can start calling members by pressing the Start button (after this, automatic calling of all members in the list will start with the interval specified in the field "Timeout between calls", you can change this field yourself before the calls start). There is a pause function, after pressing you can end the current call and the next one will not start. You can call a specific member in the list. After the end of the call, a note in the CRM system will be automatically created.

  • Active Call screen

Automatic search for a record in the CRM system. You can associate the current call with a deal, company or ticket, and you can update the associated record during the call or after the call. You can leave notes for the call or for the associated record.

After completing the call, you need to create a call note, which will be created in the CRM system, with all the links: contact and deal, for example

In the CRM system you have native extended functionality for calls: transcription, insights

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