Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Lead Call Attempt

Triggered when a new lead call attempt is made in Callingly. This can initiate actions in HubSpot, such as creating a new contact record or updating lead status.
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Lead Call Connected Confirmation

Activated when a lead call is successfully connected in Callingly. HubSpot can update contact records or trigger follow-up actions, such as scheduling meetings or sending follow-up emails.
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Lead Call Voicemail Received

Notifies HubSpot when a voicemail is received for a lead call in Callingly. This trigger can prompt actions to send follow-up emails or schedule follow-up calls with the lead.
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Lead Call Missed Alert

Captures alerts for missed lead calls in Callingly. HubSpot can use this data to prioritize follow-up actions or adjust lead engagement strategies.
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New Lead Created in Callingly

Triggered when a new lead is created in Callingly. HubSpot can automatically create a corresponding contact record or initiate lead nurturing workflows.
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Lead Call Recording Available

Integrates lead call recordings from Callingly into HubSpot. This allows sales representatives to review call recordings for training or follow-up purposes.
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Lead Call Duration Monitoring

Monitors the duration of lead calls in Callingly. HubSpot can use this data to analyze call effectiveness and optimize sales processes for maximum impact.
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Lead Call Outcome Tracking

Tracks outcomes of lead calls in Callingly, such as appointment scheduled or follow-up required. HubSpot can update contact records or trigger follow-up actions based on call outcomes.
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Lead Call Quality Evaluation Integration

Integrates lead call quality evaluation data from Callingly into HubSpot. This allows businesses to assess call quality and provide feedback for improvement.

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Custom Solutions

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Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

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Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

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Microsoft Dynamics 365

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Optimize CRM solutions with HubSpot Microsoft Dynamics 365 Integration. Seamlessly connect HubSpot with Dynamics 365 for improved customer relationship management.

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LinkedIn Sales Navigator

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Unleash the combined power of HubSpot CRM and LinkedIn Sales Navigator. Seamlessly sync data, personalize outreach, and close more deals. Learn how!

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Improve project management with HubSpot Trello Integration. Streamline communication and collaboration for better project efficiency and success.

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Facebook Ads

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Maximize your advertising impact with HubSpot Facebook Ads Integration. Streamline campaign management and analytics for improved marketing ROI.

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Boost your event marketing efforts with HubSpot Eventbrite Integration. Streamline processes and enhance attendee engagement for successful events.

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Streamline document management with HubSpot Google Drive Integration. Seamlessly connect your HubSpot account with Google Drive for improved collaboration and file organization.

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Elevate professional networking with HubSpot LinkedIn Integration. Seamlessly connect your HubSpot account with LinkedIn for improved lead generation and networking.

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Leverage AI for marketing success with HubSpot OpenAI Integration. Explore the possibilities of integrating OpenAI technologies with HubSpot for enhanced marketing strategies.

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Streamline real estate marketing with HubSpot Zillow Integration. Enhance property listings, lead generation, and marketing strategies for real estate success.

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Effortlessly integrate HubSpot with Gmail to streamline email workflows. Explore the benefits of seamless communication and improved productivity.

Customer Reviews

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John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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Callingly + HubSpot

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Streamline Lead Management

Effortlessly sync lead data from Callingly to HubSpot, enabling seamless lead capture and centralized lead management.

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Accelerate Lead Response Times

Utilize Callingly's instant lead notification capabilities within HubSpot to ensure rapid follow-up and increase conversion rates.

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Automate Lead Routing Processes

Leverage Callingly data to automate lead routing processes in HubSpot, ensuring leads are promptly routed to the right sales representatives for timely follow-up.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

Can HubSpot users track lead call outcomes and trigger follow-up actions based on call outcomes?

Yes, HubSpot can track outcomes of lead calls in Callingly, such as appointments scheduled or follow-up required. Based on these outcomes, HubSpot can automatically update contact records or trigger follow-up actions, ensuring no lead falls through the cracks.

How does Callingly integration help in improving lead call conversion rates?

Callingly integration allows businesses to analyze lead call conversion rates within HubSpot, enabling them to identify successful strategies and optimize lead engagement processes for improved conversion rates.

Can HubSpot users automate lead nurturing workflows based on lead call data from Callingly?

Absolutely, HubSpot can automate lead nurturing workflows based on lead call data captured from Callingly. By leveraging this data, businesses can tailor their nurturing efforts to each lead's unique journey and preferences.

Does the integration support real-time monitoring of lead call activities?

Yes, HubSpot can monitor lead call activities in real-time through Callingly integration. This allows businesses to stay informed about lead interactions and respond promptly to any opportunities or challenges.

How can Callingly integration help in optimizing sales processes within HubSpot?

Callingly integration provides valuable insights into lead call effectiveness, allowing businesses to optimize their sales processes within HubSpot. By analyzing call data and trends, businesses can refine their strategies for better results.

Is it possible to integrate lead call data from Callingly with HubSpot's reporting and analytics tools?

Yes, HubSpot can integrate lead call data from Callingly with its reporting and analytics tools. This integration enables businesses to gain comprehensive insights into their lead generation and conversion efforts, facilitating data-driven decision-making.

Can HubSpot users customize lead call workflows based on specific criteria or triggers from Callingly?

Absolutely, HubSpot allows users to customize lead call workflows based on specific criteria or triggers from Callingly. This flexibility enables businesses to tailor their workflows to their unique sales processes and objectives.

How does Callingly integration contribute to better lead engagement and customer satisfaction?

Callingly integration enables businesses to respond promptly to lead inquiries and requests, leading to better lead engagement and ultimately higher customer satisfaction. By providing timely and personalized responses, businesses can build stronger relationships with their leads and customers.

Can HubSpot users track the effectiveness of different lead call strategies implemented through Callingly integration?

Yes, HubSpot users can track the effectiveness of different lead call strategies implemented through Callingly integration. By analyzing data such as call duration, outcomes, and conversion rates, businesses can evaluate the performance of their strategies and make informed adjustments as needed.

Is it possible to capture and utilize feedback from lead calls for continuous improvement with Callingly integration?

Yes, HubSpot can capture feedback from lead calls through Callingly integration, allowing businesses to gather valuable insights for continuous improvement. By analyzing feedback and identifying areas for enhancement, businesses can refine their processes and optimize their sales performance over time.
Yes, HubSpot can track outcomes of lead calls in Callingly, such as appointments scheduled or follow-up required. Based on these outcomes, HubSpot can automatically update contact records or trigger follow-up actions, ensuring no lead falls through the cracks.
Callingly integration allows businesses to analyze lead call conversion rates within HubSpot, enabling them to identify successful strategies and optimize lead engagement processes for improved conversion rates.
Absolutely, HubSpot can automate lead nurturing workflows based on lead call data captured from Callingly. By leveraging this data, businesses can tailor their nurturing efforts to each lead's unique journey and preferences.
Yes, HubSpot can monitor lead call activities in real-time through Callingly integration. This allows businesses to stay informed about lead interactions and respond promptly to any opportunities or challenges.
Callingly integration provides valuable insights into lead call effectiveness, allowing businesses to optimize their sales processes within HubSpot. By analyzing call data and trends, businesses can refine their strategies for better results.
Yes, HubSpot can integrate lead call data from Callingly with its reporting and analytics tools. This integration enables businesses to gain comprehensive insights into their lead generation and conversion efforts, facilitating data-driven decision-making.
Absolutely, HubSpot allows users to customize lead call workflows based on specific criteria or triggers from Callingly. This flexibility enables businesses to tailor their workflows to their unique sales processes and objectives.
Callingly integration enables businesses to respond promptly to lead inquiries and requests, leading to better lead engagement and ultimately higher customer satisfaction. By providing timely and personalized responses, businesses can build stronger relationships with their leads and customers.
Yes, HubSpot users can track the effectiveness of different lead call strategies implemented through Callingly integration. By analyzing data such as call duration, outcomes, and conversion rates, businesses can evaluate the performance of their strategies and make informed adjustments as needed.
Yes, HubSpot can capture feedback from lead calls through Callingly integration, allowing businesses to gather valuable insights for continuous improvement. By analyzing feedback and identifying areas for enhancement, businesses can refine their processes and optimize their sales performance over time.

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