HubSpot Marketplace User Guide

User instructions for the bOnline phone app for HubSpot Marketplace integration. If you haven’t installed the bOnline HubSpot Marketplace app yet, start with our Installation Guide. 

Prerequisites

• HubSpot user account 

• bOnline user account

• bOnline user CRM add-on

• bOnline CRM client installed (URL)

• A browser supporting the HubSpot calling tool

Key features

• Click-to-dial is enabled for every phone number field in HubSpot.

• Caller recognition on incoming calls.

• Automatic logging of calls in the Activities tab with the possibility to add notes.

• Quickly call contacts with speed dial.

App usage

• Open the bOnline phone for the HubSpot app by clicking the phone icon in the top-right corner of the screen and entering your bOnline phone CRM add-on credentials. The app must have been opened on at least one tab for the incoming call functionality to work.

• After logging in, your app will look as follows:

The Main Tab

The Main tab is the screen that is shown when initially opening the bOnline phone for HubSpot app. When receiving or making a call, multiple functions become available to the user, which are listed below.

1. Options: used to select the app language and view info about the signed-in user.A screenshot of a phone call 

2. Logout: returns the user to the sign-in screen and disables call recognition.

3. Recognition select: when a phone number matches multiple contacts and/or companies, this dropdown becomes available. From it, the user can select which contact or company they would like to save the call to. When no recognition is present, this field is left out.

4. Contact/company indicator: shows a contact or company icon, depending on the current recognition.

5. Call back: call back the current recognition.

6. Copy number: copies the recognition’s phone number to the clipboard.

7. Create contact: folds out a form for quick contact creation. A minimum of one of the fields needs to be filled for successful creation.

8. Create company: folds out a form for quick company creation. A minimum of one of the fields needs to be filled for successful creation.

9. Contact/company navigation: opens a new tab to the selected recognition’s page.

10. Notes field: can be used to write notes about the call.

11. Save call: adds the current notes to the call history of the selected recognition. Changing recognition and saving again also removes the saved notes from the previous recognition. This button is automatically pressed at the end of a call, and just before a new call starts to prevent notes from being lost.

12. View note: opens a new tab to the current call object on the selected recognition’s page.

History Tab

After a call is ended, it is added to the call history. At any time, the 50 newest calls are saved. Below, we list the functionalities that come with the call history entries.

1. Search: filter the call history based on the entered text. Matches on full name and phone number.

2. All call types: do not impose a filter on call direction.

3. Outgoing: only show calls made by the user.

4. Incoming: only show calls received by the user.

5. Options: Fold out options for the selected call.

6. Call back: make a call to the selected entry.

7. Copy number: copy number to clipboard.

8. Remove from view: remove entry from history.

9. Add to/remove from speed dial: add or remove contact/company to or from speed dial, see ‘Speed dial’ in the section below for details. Speed dials can also be removed from the Speed Dial tab

10. Call: make a call to the selected entry. Identical to nr. 6 ‘Call back’.

Speed Dial

Speed dials can be added from the call history to quickly call select contacts and companies. Below, the features of this tab are explained.

1. Options: Fold out options for the selected call.

2. Call: make a call to the selected entry.

3. Call back: make a call to the selected entry. Identical to nr. 2 ‘Call’.

4. Copy number: copy number to clipboard.

5. Remove from speed dial: remove contact/company from speed dial. This can also be done from the History tab.

Still need help? Get live support in just 30 seconds! Click the chat icon in the bottom-right corner, and we’ll be happy to assist.