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Integrating Third-Party Phone Numbers with HubSpot

Enhance Communication Capabilities by Connecting Your Phone System to HubSpot

Overview
Integrating third-party phone numbers with HubSpot can significantly improve your communication capabilities, enabling both SMS and voice calls. This article outlines recommended platforms for integration and provides essential steps to successfully connect your phone system to HubSpot.

Recommended Platforms

To get started, consider one of the following platforms based on your team's needs and technical expertise:

  1. Aircall

    • Offers a seamless integration with HubSpot, making it an excellent choice for teams favoring a user-friendly setup.

  2. CallRail

    • Known for its strong integration capabilities, CallRail is favored for its easy implementation and effective tracking features.

  3. Twilio

    • A highly customizable solution ideal for users who have development resources available. Twilio requires programming knowledge for successful integration.

Integration Steps

Follow these steps to integrate your chosen platform with HubSpot:

  1. Choose Your Platform:
    Select Aircall, CallRail, or Twilio based on your specific requirements and technical abilities.

  2. Set Up the Integration:

    • For Aircall or CallRail:

      • Refer to their specific integration documentation, which typically involves:
      • Connecting your HubSpot account.
      • Authorizing necessary permissions for data sharing.

    • For Twilio:

      • Create a Twilio account and set up your API settings.
      • Develop the necessary code to connect Twilio to HubSpot using APIs. This may require some programming skills.

  3. Testing:

    • Once the integration is set up, conduct tests to ensure that call logs, SMS interactions, and analytics are accurately recorded in HubSpot.

Troubleshooting

If you encounter any issues during or after the integration, consider the following troubleshooting steps:

  • Ensure that the integration has been properly configured in both HubSpot and the selected third-party platform.
  • Check for overridden settings or permissions that may restrict data flow.

Conclusion

Integrating a third-party phone solution with HubSpot enhances communication tracking, streamlining the follow-up process with leads and customers. For additional support, refer to the specific integration documentation provided by your chosen platform.