HubSpot Calling: Call Directly from the HubSpot Mobile App

Calling from the HubSpot Mobile App is now a reality! This new option allows sales representatives to initiate outbound calls directly from the HubSpot mobile app. But here’s the twist – this feature isn’t just about making calls from your mobile device. It’s designed for reps who are working on their desktop but prefer to make their calls via mobile.

Why This Feature Matters

  • Flexibility and Mobility: The modern sales rep is always on the move, whether they're in the office, at home, or traveling. With this new feature, reps can seamlessly shift from desktop to mobile, ensuring they never miss an opportunity to connect with a lead or customer.
  • Integrated CRM Records: One of the standout features is the ability to initiate calls directly from any CRM record. This ensures that reps have all the necessary information at their fingertips, from contact history to sales data, ensuring informed and personalized interactions.
  • Unhindered Connectivity: By allowing reps to make calls via the mobile app, HubSpot is ensuring uninterrupted connectivity. It doesn’t matter if the rep's desktop doesn’t have telephony functionality or if there's a technical glitch. The mobile app offers a reliable backup.

How to Use the Feature

For those eager to test out this new feature, here’s a quick guide:

  • Navigate to the relevant CRM record on your desktop.
  • Choose the “Call from HubSpot App” option.
  • Your HubSpot mobile app will instantly notify you. Simply accept the prompt, and you can make your call directly from your mobile device.

Test for Call from Mobile App

Final Thoughts

In the age of remote work and flexible schedules, tools that offer mobility without compromising on functionality are invaluable. HubSpot’s new “Call from HubSpot App” feature is a clear indication of their commitment to supporting the evolving needs of modern businesses.

With this update, HubSpot continues to demonstrate why it remains a leader in the CRM space, adapting to the demands of its users and optimizing the sales process for efficiency and ease.

If you haven't yet explored this feature, we highly recommend giving it a spin. The public beta is a perfect opportunity to provide feedback and help shape the final version.

Stay tuned for more updates, and as always, happy selling!


How Bayard Bradford Can Assist

If you're curious about HubSpot's innovative "Call from HubSpot App" feature but feeling unsure about where to start, don't worry. At Bayard Bradford, we're not just a service provider - we're your strategic partner, committed to helping you optimize every aspect of your business operations. Our team is here to provide consulting and support, assisting you with setting up the feature, integrating it seamlessly into your existing processes, and offering hands-on training to ensure your team can fully harness its potential.