Integrating Phonely’s AI receptionist service with HubSpot allows you to streamline your public relations operations effortlessly. When calls and interactions are managed through Phonely, the system automatically creates new leads, contacts, and activities in HubSpot. If a record already exists, Phonely updates the lead or contact and adds the new activity to the existing record.

Save Time and Focus on Building Relationships

By using Phonely and HubSpot together, your PR team can save valuable time. Reps can focus on fostering strong relationships with clients and prospects, while management benefits from always having up-to-date insights and intelligence to enhance customer relationship management.

Efficiently Schedule Qualified Leads

You can instantly schedule qualified leads with the appropriate team member directly from your HubSpot forms. By importing form fields into Phonely, you can set up scheduling routes based on hidden fields and/or submission data.

Match and Schedule Known Contacts

Phonely automatically looks up, matches, and schedules known contacts with their active CRM account owner directly from your routing forms. This eliminates manual reassignment and connects clients with their account manager who can quickly address recent activity or questions.

Improve Response Time

Using Phonely’s AI receptionist integrated with HubSpot increases your team’s speed to lead and reduces the time it takes to follow up with leads and customers.

Download the Phonely + HubSpot Integration Overview PDF