Thanks to the Aircall HubSpot integration, you can increase sales performance and improve customer service. Think about it. By streamlining internal processes and information sharing among your teams you are able to deliver services that meet every user's expectations.
If you deal with sales with a trigger, for example, you can create a task to re-connect with the contact who was busy or didn't pick up the phone, for customer service on the other hand, it may be useful to automatically assign a task based on the tags associated with a specific call, to ensure effective and proactive handling by support. Another alternative might be to combine phone tasks with SMS email tasks.
We begin by explaining how to integrate PBX with CRM. It only takes a few clicks -- the integration Aircall and HubSpot is native -- to centralize and simplify the management of all data (inbound and/or outbound), optimizing every resource.
Every day our team helps companies and professionals to
1. focus on calls that really matter
2. find out what customers are interested in
3. convert potential customers with effective phone calls
4. turn service calls into useful opportunities to build user loyalty
5. discover the friction points of business processes to solve them.
Central VoIp, why Aircall?
With Aircall you can call or answer your business number from anywhere and any device (from computer or mobile, iOs and Android), but always in an informed way, because you access the data of every contact, company, negotiation and ticket.
Aircall is perfect if you have an eCommerce, customer service or sales team.
Here are some features:
- recording all calls, both incoming and outgoing calls, is easy and automatic;
- inserting tags to quickly distinguish each conversation allows you to work faster;
- creating work teams and rules to manage the routing of each conversation optimizes time and resources and does not create frustration;
- accessing detailed analysis and reports, in real time, allows you to support your team and ongoing activities;
- listening and supporting without the end user's knowledge an agent on the phone, with whispering call (it is included in the Professional version), improves onboarding and helps manage the most complex situations.
Here's how Aircall and HubSpot work together.
Aircall HubSpot integration benefits: for sales, customer care and marketing teams
Aircall HubSpot integration enables customer service agents, sales teams, and marketers to streamline call workflows, increase productivity, and monitor customers during each interaction to deliver relevant and personalized service.
Let's do some examples.
How to automate the entry of all information in CRM
Thanks to the integration you can share automatically in the interface of HubSpot and Aircall essential and relevant information, such as recordings and notes, to improve each customer's experience and the quality of conversations with your agents.
You always have the context you need and everything is just a click away!
Deletes manual data entry, automatically records in Contacts, Company, Deal and Ticket HubSpot incoming and outgoing calls as well as missed calls, voice messages and SMS.
Of course, you can create custom reports, enable workflows to automate post-call actions to make your team's work even more effective.
How to deliver a personalized experience and increase team efficiency
It's not enough to just call people by name to deliver a personalized experience, you have to do much more.
With the Aircall HubSpot integration you automatically share valuable information in Contacts, Companies, Deals, and Tickets to always have the context you need. So you know if the customer you are calling has made a purchase, opened a support ticket, is a supplier, a prospect, or has already spoken to another colleague.
In addition if your sales team makes many outbound calls each day, you can increase efficiency by using the optional features of Aircall:
- Power Dialer: you can quickly compile a list of numbers and call them all with one click. Integrating Power Dialer with HubSpot can save your agents 2 minutes or more per call
- Click to dial:whether you're browsing a prospect's website or email signature, you can click to dial and save seconds on each call.
How to enable workflows and triggers and access custom reporting
If you centralize the collection of information for all your contacts and all your workflow tools, such as CRM and PBX, are connected to each other, that's all you need: create automated workflows in HubSpot based on the call information Aircall recorded in the custom properties of your Contacts.
So you can automate follow up emails and all post-call activities, with custom reports to enhance the information that really matters and manage the work of all your resources (missed calls, outgoing, incoming ...).
With the IVR automatically directs the user to the correct extension
Switchboards are often difficult to manage, this happens when you have to add a new number, change the IVR, that is, the voice menu that takes the user to the right extension selection.
With Aircall this is not the case, quickly and autonomously you can record welcome messages, with your own voice or taking advantage of those already in the system, build and manage all call flows, insert time rules and hold music, so that each user is directed to the appropriate extension and contact person already on the first attempt.
Naturally everything is tracked, you always know if your colleagues are engaged in some conversation or if they can receive new calls.
Quickly return all calls thanks to conversational intelligence
With all the traffic of incoming outgoing calls, luckily artificial intelligence comes to the rescue and helps us understand a conversation in seconds thanks to the call summaries and key topics generated by artificial intelligence saves you time, especially if you are training your team or have to handle the most complex cases.
View transcripts of calls and voice messages thanks to Aircall's native Artificial Intelligence and integration with Hubspot Conversation Intelligence. Take advantage of terms tracked from call and voicemail transcripts that can be used through HubSpot workflows.
Aircall HubSpot integration: flexibility, wherever you are
Do not compromise call quality or lose data by working remotely.
The Aircall App (iOs and Android) can be used to keep HubSpot data up-to-date, no matter where you are. Both can be accessed at any time.
Simplify remote work and record important information in real time, even when work commitments take your team out of the office.
There are additional features and best practices that the power2Cloud team can share and organize according to specific needs. Discover all the integrations of Aircall and turn your work tools into daily allies and productivity flywheels now!