Bi-Directional Sync & Automated Call Logging

All calls, notes, tags, and recordings are automatically logged in HubSpot, ensuring complete and accurate CRM records. • Log inbound, outbound, missed calls, and voicemails as HubSpot engagements. • Sync call notes, recordings, and tags to HubSpot automatically. • Choose to log only calls made during business hours.

Click-to-Call from HubSpot

Make calls directly from HubSpot without switching platforms - just click a number and CloudTalk handles the rest. • Click-to-call functionality from contacts, deals, and company pages. • Calls are automatically logged in HubSpot. • Reduce manual dialing and improve efficiency.

Sequential & Parallel Dialer for Sales Teams

Speed up outbound sales with CloudTalk’s AI Dialer, automatically dialing through contact lists for increased efficiency. • Dial 1-by-1 or up to 10 lines at once (with voicemail detection and auto-voicemail drop built in) • Easily log dispositions • Automatically reschedule re-attempts • Map call outcomes to HubSpot

Real-Time & Post-Call Analytics

Monitor agent performance and call trends with real-time dashboards and post-call analytics inside CloudTalk. • Live call tracking for inbound and outbound calls. • Call performance insights including talk time, missed calls, and agent activity. • Export analytics data for reporting.

Automated HubSpot Workflows (Calls & SMS)

Trigger automated workflows in HubSpot based on call activity, ensuring faster responses and structured follow-ups. • Auto-create follow-up tasks for missed calls. • Send SMS follow-ups via CloudTalk within HubSpot workflows. • Improve efficiency with predefined triggers & actions.