CallMate Integration

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Never miss any of your agents activities any more and get them recored in your main sales tool HubSpot. Make & receive client calls seamlessly right from Hubspot without switching applications. With CallMates’s HubSpot integration, you can now keep a click on all your call activities directly in HubSpot. Get all your call activities, texts, call recordings, and voicemails logged automatically under the specific HubSpot contact and deals. Sign up with CallMate trial to experience the benefits now

Installation Steps


HubSpot Activities

All your calls, voicemail messages and text messages will be synced in HubSpot automatically. You can set under what HubSpot Activity Type the calls, voicemails and text messages youls be tagged. All call recordings are linked to the HubSpot Activity as well.

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Piepdrive Call FolLow Up

Call Note & Follow-Up Activities.

You can enable the HubSpot call not and follow-up pop-screen in the CallMate phone. Your users can then easily enter call notes or schedule a new Piepdrive activity directly inside the CallMate phone after the call ends. They are also able to listen to the call recording directly after the call. This feature applies to inbound and outbound calls.
Stay on top of your call follow-up activities!

Piepdrive Call FolLow Up

HubSpot Contact Integration

You can search and dial HubSpot contacts directly from your CallMate softphone.
It does not matter if you dial a number directly or via search, all calls will be logged in HubSpot. Of course you can also do a click-to-dial on any number inside HubSpot. The number will be passed to the CallMate softphone. Easy dialing!