Use the HubSpot integration

Making Calls

There are several ways to make calls:

1. With the Kavkom Phone integrated into HubSpot, click the phone icon and then the number you want to dial
2. Using an IP phone or the Kavkom Phone app by clicking the “Call” button on the Kavkom Card.

Number formats supported by HubSpot

When you add a number to a HubSpot property of the “Phone number” type, you can apply or remove formatting from the number.

If number formatting is applied, HubSpot will automatically format your number into a standard format based on the number’s country code. These automatic formats will be supported by Kavkom’s HubSpot integration.

If the formatting is removed, you can enter the number in any format you choose. In this case, to ensure that the integration works properly, be sure to enter the number in one of the supported formats listed below:

• Original: 33102030405
• National: 01 02 03 04 05
• E164: +33102030405
• International: +33 1 02 03 04 05
• IDD: 0033102030405

Automated Call Activities

Calls received or placed from a Kavkom line will trigger a call activity on the contact record if the number matches the one entered in a HubSpot “Phone Number” property, along with status, direction, and agent information, as well as the call recording.

If there is no match with any contacts, the call will be listed in the Contacts > Calls menu without being assigned to a contact.

Identification of the contact person

For every call where a contact is already saved in HubSpot, or when a new contact is created in HubSpot for numbers that aren’t yet saved, an overview card will appear in your Kavkom phone app with key information. Click (1) the link to access the contact’s profile in HubSpot, or click (1) the “eye” icon to view more information on KavkomPhone.

Here is a summary of the information displayed:

Contact

• “Title”: First and last name, if they are stored in HubSpot, with a direct link to the contact’s profile.
• “Company”: Name of the company associated with the number in HubSpot.
• “Email”: The contact’s email address.
• “Owner”: The owner of the contact. If there is a Kavkom user with a matching email address, the Kavkom user’s name will be displayed.
• “Last Contact”: The date on which the contact was last contacted, formatted as MM/DD/YYYY.

⚠️ Please note that HubSpot handles the routing of calls to businesses through the contact.

Company

For each call in which a company is recorded in HubSpot with a calling/received number, and no contact exists in HubSpot, the relevant information about the company will be displayed:

• “Title”: The company name as it appears in HubSpot, with a direct link to the company’s page.
• “Owner”: The owner of the company. If there is a Kavkom user with a matching email address, their name will be displayed.
• “Last Contact”: The date on which the company was last contacted, formatted as MM/DD/YYYY.

Call Log

Incoming and outgoing calls will be listed in the “Calls” menu in HubSpot from the Kavkom domain.

Creating a Contact from a Call

If no contact in HubSpot matches the caller’s number, and no company with a matching phone number is found, you can create a new contact manually or automatically using the phone number and call activity as the information.

Creating a Contact Manually

During a call using the Kavkom app, tap (1) the “eye” icon, then (2) “Add” to create the new contact.

Automatically Create a Contact

To do this, go to your Kavkom online app, then navigate to (1) Advanced Settings > (2) Integrations > (3) HubSpot Settings:

Then (1) check the “Create contact” box and enter (2) the default code: