BT Cloud Work for HubSpot

#2 / 1 rate

BT Cloud Work for HubSpot

113 users

2023-01-11

RingCentral

Extension Information

5 star
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2 star
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1 star
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Supported Languages

Permissions

Hot Permissions

Description

BT Cloud Work for HubSpot

With BT Cloud Work for Hubspot, we embed key BT Cloud Work capabilities into your Hubspot CRM account, allowing you to get more work done and communicate directly from Hubspot.

Features
* Call controls: Leverage BT Cloud Work calling capabilities, answer inbound and make outbound calls without ever navigating away from Hubspot.
* Message hub: Access all BT Cloud Work text messages, voicemails, and faxes from one place.
* Click-to-call and Click-to-SMS : Easily click HubSpot phone entries to call or text right within your browser or your BT Cloud Work chrome extension.
* Instant screen pop: When a call comes in, BT Cloud Work for Hubspot instantly responds; identifying the caller by their corresponding Hubspot record. If no record is available, you’ll get the option to easily add a new record as a contact.
* Association call logging: You may manually log calls with several associations. Be able to log a call under several associations, such as the contact, company, active deals, or tickets. You may also let the app log your calls automatically.
* Server side text logging: Support logging a message as Activity under several associations, such as a contact, company, active deals or tickets either automatically or manually. The app can log new texts received to your HubSpot record even when you are offline.
* Analytics: Make custom reports, and view your BT Cloud Work data within Hubspot. Get actionable insights with invaluable metrics into individual and team performance.
* Work the way you want: There’s no software to download; you can log on and get access to BT Cloud Work for Hubspot from any PC or Mac.

Reviews

Joshua Cable
Joshua Cable

It works, but many improvements needed. Call Direction is not mapped to the corresponding HubSpot field, instead it is entered into the Call notes. The auto-logging feature creates contact records for unknown callers, leaving it up to the call handler to edit the record, negating the time save from auto-logging. While we deter users from using this feature, there is no admin level control over it, so we can't police its use effectively. Addressing these issues would make big improvements to the integration.

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