When Making a Call From Hubspot CRM, What’s The Best Way To Take Notes During a Call?

Here is the Best Way To Take Notes During a Call,

1. Enhance the contact record by adding a note for reference purposes.
2. Update the “Last Call” property within the contact record to reflect the recent interaction.
3. Leverage the notes area provided during the call to input any relevant information or details.
4. It’s important to note that the call is automatically recorded, eliminating the need for additional note-taking efforts.

Make calls

If you’re a user with an assigned Sales Hub or Service Hub paid seat, you can make calls directly to contacts from their record in HubSpot using a HubSpot provided phone number, an outbound phone number registered for calling, or a third-party calling provider.

You can record the call, take notes during the call, and save the call to the contact’s record. If you’re in the middle of a conversation with a contact in the conversations inbox, you can also access the calling tool directly from the reply editor.

Before getting started, make sure you meet the technical requirements to make calls with HubSpot and that you set up a calling option in your account.

Keep in mind that the number of calling minutes in your HubSpot account depends on your subscription. An alert will appear in your account when you’re nearing your limit.

If you reach your limit while on a call, you will be able to complete that call, but will not be able to make additional calls that month. Calling minutes reset on the first day of each month.

Call From a Contact Record

To start a call from a contact record:

1. In your HubSpot account, navigate to Contacts > Contacts.
2. Click the name of a record.
3. In the left sidebar, click the calling call icon.
4. If you don’t need to update any calling settings before placing a call, select a phone number from the dropdown menu. The call will immediately begin. Learn how to enter an extension, record, or mute yourself once the call is connected.