![]() ![]() ![]() In our example, we have chosen to show the total number of qualified leads for each member of our Sales team. Now that you have your custom property and workflow set up, the last step is to create a report that shows the data in relation to whatever may be relevant. By setting up this workflow, your custom property can be used as a way to count how many times a certain Tag is applied after a call with each of your Contacts. Each interaction with customers is automatically imported into HubSpot. Aircall keeps track of full previous interactions and automatically logs call notes, tags, and calls, reducing the amount of time that sales teams have to spend. By integrating Aircall with HubSpot, your agents will not need to switch back and forth between tools to log customer information. Aircall is a comprehensive phone system for any modern business. If there is already a value, that value is then increased by 1. Here are six powerful calling apps that integrate with HubSpot. You will then use an If/Then branch to check if the custom property you created has a value ( “Custom Property: Qualified Lead” in our example). ![]() Heres what a Call looks like in HubSpot: I need to be able to have a workflow that says: when called by Isaac Livengood. The call/aircall tags are a bit funky and I cant seem to get it trigger no matter what I try. Experience our Hubspot - Aircall integration - YouTube Hubspot. Look no further than HubSpots latest study, conducted in partnership. As seen in the image above, you will choose to trigger this workflow when the custom property “Last used Aircall Tags” contains the Tag you are interested in reporting on ( “Qualified Lead” in our example). Hello Im looking to essentially trigger a workflow based on the HubSpot user who called the client. Find out how Aircall can transform your phone system so that you can have seamless and. 8 likes, 0 comments - Aircall (aircall.io) on Instagram: Voice matters: phone. ![]()
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