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If you select Call from browser, you'll use your computer audio to make the call and a pop-up window will appear.This will double the amount of calling minutes used. Please note: when using the Call from phone option, two calls are made: one to the first phone to set up the recording, and another to the second phone for the actual call. If you select Call from phone, you'll receive a phone call from an automated system, which will then connect you with your contact.Select either Call from browser or Call from phone.Click the From number dropdown menu and select or add another registered phone number to call from.If your contact does not have a value for this property, add a phone number. HubSpot will also dial the number set for the contact's Phone number property. Depending on the country, the format may include a "+".

#Time limit for callnote free code

Please note: you must include the country code when dialing to or from a supported country outside of the United States. If you're calling from a custom object record, you can only choose from the associated records that are listed in the Call dropdown menu.

If you're calling from another object record, select the contact or company to call.

If you want to remove a custom phone number property, click the edit pencil icon next to the number to delete, then click the delete delete icon.

Or, select Add a custom phone property to create a single-line text field property to store another phone number to make calls to. Use the Country dropdown menu to automatically set the country code and apply the proper phone number format.

Click the dropdown menu and select an existing phone number property, then enter the phone number in the text field.

You can add another phone number by clicking + Add phone number.

If you're calling from a contact record, by default, the calling tool will use the phone number stored in the contact's Phone number property.

Click the dropdown menu and select a phone number.

Please note: while these features live in HubSpot, your legal team is the best resource to give you compliance advice for your specific situation. You will need to assign lawful basis to contacts who have opted out of all communication even if the GDPR setting is turned off in your account. In the dialog box, click Give one time legal basis to assign a lawful basis and explain why you're allowed to communicate with the contact.

If a contact that you're calling has opted out of all communication, you will need to give the contact a one-time legal basis to communicate with them before making a call.

By default, HubSpot saves your most recent calling settings.

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To update your settings before making a call, click Open call options.

#Time limit for callnote free how to

Learn how to enter an extension, record, or mute yourself once the call is connected. If you don't need to update any calling settings before placing a call, select a phone number from the dropdown menu.In the left sidebar, click the call icon calling.In your HubSpot account, navigate to Contacts > Contacts.Learn more about these changes to calling from the mobile app. Calls made from the HubSpot mobile app will be made through your cell phone provider. Please note: the option to make calls through HubSpot Sales Calling (VoIP) in the mobile app is no longer available. Calling minutes reset on the first day of each month. If you reach your limit while on a call, you will be able to complete that call, but will not be able to make additional calls that month. Keep in mind that the number of calling minutes in your HubSpot account depends on your subscription. An alert will appear in your account when you're nearing your limit. If you're in the middle of a conversation with a contact in the conversations inbox, you can also access the calling tool directly from the reply editor.īefore getting started, make sure you meet the technical requirements to make calls with HubSpot and that you set up a calling option in your account. You can record the call, take notes during the call, and save the call to the contact's record. If you're a user with an assigned Sales Hub or Service Hub paid seat, you can make calls directly to contacts from their record in HubSpot using a HubSpot provided phone number, an outbound phone number registered for calling, or a third-party calling provider.