References:
This covers how to make calls
This covers how to receive calls
HubSpot calling is a feature of HubSpot that allows us to make and receive calls using HubSpot provided numbers, or existing numbers that we link to HubSpot.
Only select users with a sales seat in HubSpot are able to use HubSpot calling.
To place a call in HubSpot navigate to the contact or company you wish to call, then follow the steps below
In the left sidebar, click the phone shaped call icon.
Select a phone number from the dropdown menu. The call will immediately begin.
To update your settings before making a call, click Open call options. By default, HubSpot saves your most recent calling settings.
Select either Call from browser, Call from phone, or Call from HubSpot app.
If you select Call from phone, you'll receive a phone call from an automated system, which will then connect you with your contact.
If you select Call from browser, you'll use your computer audio to make the call and a pop-up window will appear.
If you select Call from HubSpot app, a push notification will appear on your phone indicating that you're starting a call. Tap the push notification to be taken to the call screen on the HubSpot mobile app to proceed with your call.
When you're ready, click Call.
If a contact that you're calling has opted out of all communication, you will need to give the contact a one-time legal basis to communicate with them before making a call.
In the dialog box, click Give one time legal basis to assign a legal basis and explain why you're allowed to communicate with the contact.