Note: The Productive Call Assistant is only available to users on certain carriers in the US. Register on our website to request access.
For users of Productive, here’s how to get started with connecting your mobile calls to Hubspot.
CONNECT
First, connect to your HubSpot account in your Productive App, via the settings page.
Click on "Connect"
Enter your Hubspot Credentials
Select your account
PREFERENCES
Now that Hubspot is connected, you can customize your settings.
#1 "Log Calls Automatically" - This feature will automatically send incoming and outgoing call details (Made through Productive) to your Hubspot's Contact page. These options include:
No
Call Events (Date the call was made, which user made the call, incoming or outgoing, and duration of the call).
Call Events + Audio Link (If you are recording calls, either your side of the conversation or both sides of the conversation, you can log the secure link to this transcription to your call log. This allows you to access the call recording transcript on your desktop in Hubspot, with the ability to search by keywords).
#2 "Log Notes Automatically" - This option is simple. Any notes you take (Written or voice-based) will be sent directly to the contacts' page in Hubspot. This includes your in-call voice notes, post-call voice summaries, and typed notes.
CREATING NEW LEADS/CONTACTS
Creating leads in Hubspot has never been so simple. Either during or after your calls, simply click the "Add Contact" button in the top blue banner under the contacts phone number.
Select "Add to Hubspot CRM"
Select if you'd like to add the number to an existing contact, or simply "Create New Contact/Lead"
Enter in the contacts' details. You may select "Also save to phone" which allows you to save the contact on your phone contacts as well as in Hubspot.
Once all your information is entered click "Save". And you will be notified that the contact has been successfully created in HubSpot.
INSTANT HUBSPOT ACCESS
Once a contact is created, or if a contact from your Hubspot calls you and you are in Productive, you can navigate to their Hubspot contact instantly by clicking on the "HubSpot" tab at the top.
You can now navigate through Hubspot, while on your call with the contact.
That's it. Once on board, be sure to check out our video tutorials on how to use other Productive Features.