Receiving a phone call from a new customer

After receiving a phone call, a deal, call with UTM tags, and a recording of the phone conversation are automatically created. The manager who answered the call is automatically assigned as responsible for the deal. In the “View all properties” menu, you can view more detailed information about the call received and UTM tags.

Receiving a call from an existing customer

The responsible manager receives the call, and the system adds an audio recording of the conversation to the call. If the call is received by a manager other than the responsible manager, the system records the data of the manager who received the call and adds an audio recording of the call.

If a manager misses a phone call from a new client

If a manager misses a phone call from a new client, the system records it, creates a contact and an agreement in HubSpot for a manager, who was assigned in UniTalk integration settings.

When making an outgoing call to an existing contact

When making an outgoing call to an existing contact, the system creates an audio recording of the conversation. If it's a new customer, the manager has to create an agreement with the new contact in HubSpot before making the call.

If the call was received or made by an unknown manager

If the call was received or made by an unknown manager, the system records it and assigns a manager to check the settings of UniTalk integration with HubSpot.