Zoom Phone integration with HubSpot
How do I log calls made in Zoom Phone in my HubSpot account for correct contacts?
About Zoom Phone and HubSpot integration
The Zoom Phone platform provides businesses with a convenient Voice over Internet Protocol (VoIP) system that enables them to efficiently establish and oversee their phone services for customer support. By utilizing Zoom Phone, companies can easily allocate and activate user accounts and phones to facilitate effective communication and assistance. Hubspot is a reputable provider of varied software solutions that primarily focus on customer relationship management (CRM). Hubspot offers a comprehensive selection of software systems tailored to help businesses effectively streamline and improve their interactions and relationships with customers.
LiveHelpNow contact center software offers a seamless integration with the Zoom Phone platform for efficient and effortless recording of all Customer Service interactions. The integration allows users to instantly log Zoom Phone conversations under the relevant Contact in HubSpot, ensuring that all communication is easily accessible and well-organized.
By capturing the dialogue during Zoom Phone conversations, LiveHelpNow ensures that valuable elements such as transcripts, recordings, and voicemails are also preserved within the HubSpot platform. This comprehensive integration seamlessly transfers and stores all pertinent information from Zoom Phone interactions in HubSpot, providing a central location for future reference.
The benefits of this integration are manifold for businesses. Firstly, it allows for effective management of customer interactions. By consolidating Zoom Phone communication within HubSpot, customer service teams can easily access and review past conversations. This not only helps in resolving customer issues more efficiently but also provides valuable insights for future interactions.
Furthermore, the integration enhances collaboration among team members. With all Zoom Phone communication stored in HubSpot, team members can easily share and access information, facilitating collaboration and a more cohesive workflow. This eliminates the need for manual sharing of information and reduces the risk of miscommunication.
Overall, LiveHelpNow's integration with Zoom Phone offers businesses the tools they need to streamline their workflow and enhance customer service. With all Zoom Phone interactions logged and organized within HubSpot, businesses can optimize their customer interactions, improve customer satisfaction, and drive business growth.
How to integrate Zoom Phone with HubSpot
- In the LiveHelpNow admin workspace, navigate to Integrations & Partners → HubSpot and authorize your HubSpot account (this step needs to be completed once by a LiveHelpNow user with admin privileges in HubSpot CRM)
- In LiveHelpNow admin workspace, navigate to Support Channels → Phone and authorize your Zoom user account for which you want to track calls (this step needs to be completed by each LiveHelpNow user who wishes to integrate his/her Zoom Phone account)
- In LiveHelpNow admin workspace navigate to Call Management → General Settings and configure "Log closed calls in" setting to "HubSpot"
That is it! Once your agents resolve/close phone call records(optionally you may configure your LiveHelpNow account to close calls automatically), the call information including transcript, recording, voicemail and all agent comments will be stored in HubSpot CRM for the matching contact or lead record.
You may log Zoom Phone records for a correct HubSpot user in which case please contact LiveHelpnow support so we can enable owner assignment for you.
How to Find HubSpot Owner ID