HubSpot Call Tracking: The Good, the Bad, and the Impact on Marketing [updated October 2023]

HubSpot Call Tracking

Hubspot CRM is a powerful and comprehensive sales and marketing platform that helps businesses of all sizes streamline their operations and improve their customer relationships. The platform offers a range of features and tools designed to help businesses manage their sales pipeline, track leads and customers, and automate their marketing processes.

Hubspot CRM’s features include contact and lead management, sales pipeline management, email tracking and templates, social media management, marketing automation, call tracking and analytics and reporting. With Hubspot CRM, businesses can centralize their sales and marketing efforts, gain valuable insights into their operations, and improve their customer experiences.

What is HubSpot Call Tracking?

HubSpot Call Tracking
hubspot call tracking calling service
hubspot call tracking call activity

[source image: HubSpot]

Hubspot Call Tracking is a comprehensive tool that enables businesses to manage their inbound and outbound calls directly from the Hubspot CRM. It is particularly useful for companies that rely heavily on phone calls as a key part of their sales and customer service strategy.

With the Click-to-Call feature, sales reps can make phone calls directly from Hubspot, and all call data is automatically recorded and synced with the CRM. This feature helps eliminate the need for manual dialing and reduces the likelihood of incorrect phone numbers, making the sales process more efficient and effective.

The Call Tracking feature also provides businesses with valuable insights into their sales calls. They can track which sales reps are performing the best and which are underperforming. Additionally, real-time notifications for missed calls enable sales reps to quickly follow up with potential leads and convert them into customers. They can gain insights into the performance of their sales teams and make data-driven decisions to improve their strategies, and tactics.

Top 6 Features of HubSpot Call Tracking:

  • Prioritization of essential or valuable calls
  • Place and record all of your calls from right within your browser
  • Automatically log calls within your CRM, so every team has up-to-the-minute context
  • Direct integration with HubSpot’s CRM tools
  • Predictive lead scoring so you’ll know who to call first, based on their likelihood to convert

Benefits

  • Better Lead Management
  • Richer Data for each contact record
  • Promptly take action and follow up leads
  • Help Sales Team prioritize and score leads
  • Makes your Sales Reps’ life easier
  • It’s convenient if you are already using HubSpot’s Sales Hub Solution

Can HubSpot track inbound calls?

In short, yes!

But, as many of you may already know, it’s not so much about what various software can track, but rather how teams choose and wants to utilize the data that is captured.

If you are a small business trying to manage sales calls and keep track on agents performance and you already use HubSpot as your CRM then HubSpot Call Tracking can work great and it will cover most of your needs.

However, if you are receiving a quite a bit of phone calls or even 100s of them each month then you might be missing valuable information on how your marketing is performing. This is something your marketing team can utilize and incorporate into their Optimization activities. If this is the case, you should probably use an Inbound Call Tracking tool.

If you belong in this second category and at the same time you want to see your inbound call activity in your HubSpot account, there is no need for worries, most of the Call Tracking Software in the market do provide a native integration with HubSpot.

If you’re interested in learning more about How Call Tracking completes your CRM, check out:

How To Track Inbound Calls Into HubSpot CRM Automatically with nimbata

What you will achieve: By enriching the contact record with their inbound call activity, you will gather and store additional lead and/or customer interaction data within each contact record in their Hubspot CRM. With this additional information, marketers are able to:

  • Get accurate call events in contact records
  • Send only Phone Leads that matter by setting up Integration Triggers
  • Know which marketing campaigns are driving inbound phone calls
  • Add call insights to Marketing Reports
  • See the full customer journey 
  • Calculate accurately the ROI and ROAS of each Campaign

How does it work?: Nimbata automatically creates a new lead from the inbound calls received or updates existing contacts with all the essential call event activity that you already track as part of your call tracking or call conversion attribution efforts.

Calls in Hubspot
Calls in HubSpot

To get Nimbata to push calls in HubSpot you need to follow 5 easy steps:

Step 1: Create your free Nimbata Account.
Step 2: Connect your HubSpot Account.
Step 3: Match call activity to HubSpot CRM object
Step 4: Configure the call parameters to send to HubSpot
Step 5: Set how to treat calls by existing customers
Step 6: View calls in HubSpot

Do you want to see the full guide? Check out:

Takeaway

Even if HubSpot can track incoming calls and provide call tracking functionality, the solution is designed to help Sales Reps to manage their time better, and follow up more efficiently with potential leads. So, if you are looking for a Call Tracking Tool to help you manage your sales calls and optimize sales processes, HubSpot is one of the best tools out there to do so. On the other hand, if your goal is to track and attribute phone leads to different Channels, Campaigns, Keywords and optimize your Marketing Efforts, you need a different kind of Call Tracking Technology, like nimbata.

FAQ – HubSpot Call Tracking

1 thought on “HubSpot Call Tracking: The Good, the Bad, and the Impact on Marketing [updated October 2023]”

  1. Avatar for Riya Singh

    Exploring HubSpot call tracking provides invaluable insights into its benefits, limitations, and impact on marketing strategies. By staying updated with the latest advancements, businesses can leverage HubSpot to enhance customer interactions, optimize campaigns, and drive growth. Here’s to embracing innovative solutions that revolutionize marketing practices and deliver tangible results!

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