The CRM HubSpot Integration feature allows you to streamline communication and automate key workflows within your organization. By integrating HubSpot into our system, you can perform Pre-Call and Post-Call actions to enhance customer interactions, manage data efficiently, and improve your team’s productivity.This guide walks you through the steps to configure HubSpot integration, set up Pre-Call and Post-Call actions, and assign these workflows to your agents.
Use the Action Result Prompt section to define what data should be displayed or logged after the action.
Example:
Action result prompt Example:
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The caller's name is {{name}}.The caller's email address is {{email}}.The caller's last interaction was on {{last_interaction}}.The previous call summary is: {{activity_summary}}.
Click Add More if additional prompts are required.