8x8 Virtual Office for HubSpot brings phone communication through a dialer to your HubSpot environment. The application launches conveniently from your web browser, allowing you to combine the benefits of HubSpot with the capabilities of Virtual Office, and interact with your customers via phone.
Upon receiving an inbound call, the app tracks if the caller is an existing contact by searching your HubSpot accounts and 8x8 contacts, and pops the matching record for you to preview and prepare for the call. This way, you gain full insight into communications with any returning caller. You can be better informed and prepared to answer calls by previewing relevant caller record details before accepting a call.
This guide is intended for HubSpot agents who use version 3.1 of 8x8 Virtual Office for HubSpot.
Using Virtual Office for HubSpot, you can:
At this time, Virtual Office for HubSpot supports only the Contact object in HubSpot.
As integration with HubSpot is in the form of a Chrome extension, Google Chrome is required.
If your Virtual Office extension uses only a softphone, you must log in to one of the following clients to handle calls:
If your Virtual Office extension is assigned with a desk phone, use the call control panel in the application to answer incoming and outgoing calls.
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