Integrating HubSpot with Aricall can streamline your communications and CRM processes. Here's a guide to help you set up this integration effectively:
Access Your HubSpot Account: Log in to your HubSpot account.
Find the Aricall Integration: Go to the HubSpot Marketplace. Search for "Aricall" in the integrations search bar. Aricall should appear if it is an available integration.
Install the Integration: Click on the Aricall integration listing and then on the 'Install App' button. You may be prompted to log in to your Aricall account to authorize the integration.
Configure Settings: After installation, configure the integration settings according to your business needs. This typically involves mapping Aricall features with HubSpot properties, such as syncing call logs, contacts, and lead activities.
Test the Integration: Place a few test calls through Aricall to ensure that the data flows correctly into HubSpot. Check if the call details appear in your HubSpot contact records and reports.
Train Your Team: Ensure that your team is trained on how to use Aricall and HubSpot together. Highlight how to access call records and logs within HubSpot.
Monitor and Optimize: Regularly monitor the integration to ensure it's functioning as expected. Use HubSpot's reporting tools to measure the impact of phone interactions on your sales and marketing efforts.