PHONEWAGON + HUBSPOT | INTEGRATE HUBSPOT CALL TRACKING

Sup guys, this is Ryan from PhoneWagon. I'm super excited to show you today the integration of PhoneWagon and HubSpot. So we're going to show you today how you can push all of your PhoneWagon calls directly into HubSpot. It'll add a contact and it'll add the call activity. And if the contact is already in HubSpot, what it's going to do, it's going to find, it's going to know that that contact's already in there and then just add the call activity including call recording and all of the marketing source, keyword, uh, campaign, all of that too. So let me show you how it works. Works. Let's say we're in our PhoneWagon account, we need to add a new phone number, okay? So let's say we're in, uh, we're in New York and we want to, uh, you know, add a local 917 phone number. We could do that right here. Let's say we like this 909-6170. I'm gonna click add and then I'm just gonna configure the number. So let's say we're doing a campaign, uh, we're running a Facebook ad and it's going to be for a Facebook retargeting campaign, okay? So I'm gonna put that there as the campaign name. I'm gonna forward the calls to my cell phone and then I'm gonna turn on call recording and no greeting, no whisper. I can click Save changes, that's it. By the way, that's how easy it is to grab a phone number and configure it inside of PhoneWagon. It takes less than 30 seconds, okay? So now what we wanna do is we wanna integrate into HubSpot. So let's go to our integrations, click on HubSpot, and activate the integration, okay? So if you're an agency, you might have a lot of subaccounts inside of HubSpot that you manage, so you just wanna click on the right account. And then what that's gonna do, that's gonna activate the integration. Then there's some configuration. So you can choose to create a new contact if that phone number isn't already in your HubSpot database. you know, only add calls to existing contacts. The other thing is do you wanna add all calls or do you only wanna add first-time calls? Um, and then you can also set a minimum call duration. That way you don't, you know, push in all the 2-second, 8-second spam calls, okay? So let's just say, uh, just for this demo, I just only wanna sync calls longer than 10 seconds. I'm gonna update the integration, okay? That's it. It's that easy to integrate. So now, uh, let's go back to our number and let's call it and let's see what it looks like inside of PhoneWagon and inside of HubSpot. So I'm gonna take this new 917 number that we just added and I'm gonna call it. Call it directly from here. So I'm gonna call it from this 603 number and I'm gonna call it from right here, 917-909, and I am going to call this, okay, directly from here. So I'm gonna have this going to my cell phone over here. I have the 603 number forwarded to my cell phone there. You can see the calls right there. I'm gonna answer it, okay. Hello, hello, hello. And what I'm gonna do is I'm just gonna let it play for about 10 seconds 'cause that is what we set the duration as. In order to push the calls into HubSpot, okay. So now I'm gonna hang up and we just hung up from there. So you can see inside of PhoneWagon obviously that the phone call, boom, campaign Facebook retargeting, the incoming number, that's the number that we called from, from that soft phone, it was a first-time caller, I dialed this brand new 917 number that we just grabbed, duration, I could tag the call right here if I wanted to and I can play the call recording inside of PhoneWagon. The cool thing now is I can actually jump over to my HubSpot CRM and I can go into my contacts and then you'll notice, boom, right there, it automatically created this contact with this 603 phone number. That's the phone number that we called from, okay? You can change the name, so let's just say this is gonna come from, you know, Brett Smith, and he was like the president, okay? And you can update the contact, but couple things that happened. So one, took the phone number, it created a contact automatically, awesome. Second thing it did is it added this new call automatically. It, uh, you know, we can pull in call outcomes as well, the exact source of the call if we're using dynamic numbers. And the beauty of it is, is, uh, it also pulled in this call recording. So all of that happened in real time, pushed into HubSpot. You can manage this in your CRM. Uh, you can leave a note right here for what happened on the call, like, wants to buy next week, send follow-up email tomorrow, right? And then you can schedule an email, save the note right there. Super simple. But look, that is powerful. That is going to help you close more deals and optimize ads spend inside, uh, from HubSpot. The other thing that you can do is you can also then go over to your, your marketing dashboard and you can sort of see, hey, here's all of these different contacts created, right? Because every time there's a new phone call from a new contact, it's gonna create a contact. So you can see total calls, call duration, uh, call outcome, all of these things. You can build these beautiful dashboards and this is gonna help you, uh, increase, you know, sales, increase conversion rate, and ultimately just optimize ad spend. Okay? So it's gonna do all of that inside of HubSpot, uh, and that's pushing there from PhoneWagon. So Sign up today, PhoneWagon.com, free trial, and we'd love to have you on board.