Solid visibility features but integration needs work on transcription and mapping

Great tool, but the integration could use some fine tuning.

Great for full call & SMS visibility

Call transcription settings, and property mapping

Promising integration hampered by clunky contact creation and poor call handling workflow

This app has great potential, but it falls short. If a caller is not recognized in HubSpot it's more cumbersome than it should be to create a HubSpot contact. It just takes you to a blank contact record entry screen where you have to manually enter the contact, doesn't bring over the known info (phone & name from caller ID), and doesn't link that new contact to your phone call. This should be the highest priority, otherwise it's just a Ringcentral calling app that happens to work inside HubSpot. Pop-out window is also cumbersome, if you're focused on a different windows app and a call comes in you can't quickly and easily identify the browser window you need to switch to to answer the call. With deeper integration this would be a useful app.

Quick calling if already logged into HubSpot. Recognizes phone numbers of existing HubSpot contacts. Allows somewhat simple activity note entry after a call, but only if the contact is recognized.

Too difficult to create new contacts from an incoming call.