Example Workflow Triggers and Actions

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New Contact or Lead Added

Triggered when a new contact or lead is added to HubSpot, initiating actions in Hej CTI such as creating new call records, assigning calls to agents, or initiating outbound call campaigns based on lead generation activities.
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Incoming Call Detected

Activated upon incoming call detection within Hej CTI, triggering actions in HubSpot such as opening the caller's contact record, logging call details, or updating lead status based on call outcomes to ensure seamless call management and customer service.
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Outgoing Call Initiated

Fires when an outgoing call is initiated through Hej CTI, prompting actions in HubSpot such as logging call activities, updating contact properties, or triggering automated follow-up tasks based on call dispositions for efficient call tracking and management.
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Call Completed

Triggered when a call is completed within Hej CTI, initiating actions in HubSpot such as updating call status, recording call notes, or creating follow-up tasks for sales representatives or support agents to ensure timely and effective post-call follow-up and resolution.
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Call Duration Exceeds Threshold

Activated when a call duration exceeds a predefined threshold within Hej CTI, triggering actions in HubSpot such as escalating call priority, assigning follow-up tasks, or initiating supervisor notifications for quality assurance and performance monitoring purposes.
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Call Outcome Changes

Fires when the outcome of a call changes within Hej CTI (e.g., successful, unsuccessful, follow-up required), prompting actions in HubSpot such as updating lead status, creating follow-up tasks, or initiating automated workflows based on call outcomes for effective lead nurturing and conversion.
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Missed Call Detected

Triggered upon detection of a missed call within Hej CTI, initiating actions in HubSpot such as creating missed call notifications, scheduling call-back tasks, or sending automated follow-up messages to ensure timely response and resolution for missed opportunities.
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Voicemail Received

Activated when a voicemail is received within Hej CTI, triggering actions in HubSpot such as logging voicemail details, creating follow-up tasks, or sending automated voicemail response messages for efficient voicemail management and customer engagement.
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Call Quality Feedback Submitted

Fires when call quality feedback is submitted within Hej CTI, prompting actions in HubSpot such as updating contact properties, scheduling coaching sessions, or initiating quality improvement initiatives based on agent performance feedback for continuous enhancement of customer service standards.
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Illumine8

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John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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Hej CTI + HubSpot

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Seamless Call Center Integration

Integrate Hej CTI with HubSpot to streamline call center operations by enabling click-to-call, call logging, and call tracking directly within the HubSpot CRM, empowering sales and support teams to manage customer interactions efficiently.

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Enhanced Call Efficiency

Utilize Hej CTI's features such as screen pop-ups, call notes, and call dispositioning to enhance call efficiency and agent productivity, ensuring relevant customer information is readily available during every interaction for personalized service delivery.

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Automated Call Workflows

Automate call workflows by triggering call activities, reminders, and follow-ups based on specific lead or customer actions captured within HubSpot, enabling proactive outreach, timely follow-up, and effective call management throughout the customer lifecycle.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Hej CTI Integration streamline call center operations?

The integration streamlines call center operations by enabling click-to-call, call logging, and call tracking directly within the HubSpot CRM using Hej CTI, empowering sales and support teams to manage customer interactions efficiently and effectively.

Can Hej CTI enhance call efficiency and agent productivity?

Yes, Hej CTI's features such as screen pop-ups, call notes, and call dispositioning enhance call efficiency and agent productivity by providing relevant customer information during every interaction, ensuring personalized service delivery and effective call management.

How can automated call workflows benefit sales and support teams?

Automated call workflows trigger call activities, reminders, and follow-ups based on specific lead or customer actions captured within HubSpot, enabling proactive outreach, timely follow-up, and efficient call management throughout the customer lifecycle.

What lead or customer actions can trigger call activities within Hej CTI through HubSpot?

Lead actions such as new additions, incoming calls, outgoing calls, call completions, call duration thresholds, call outcome changes, missed calls, voicemail receptions, call quality feedback submissions, and call analytics updates can trigger call activities within Hej CTI through HubSpot.

How does the integration support personalized customer service?

The integration supports personalized customer service by providing agents with access to relevant customer information during calls, enabling personalized interactions, efficient issue resolution, and enhanced customer satisfaction levels.

Can businesses track call performance and agent effectiveness within HubSpot?

Yes, businesses can track call performance, analyze call trends, and monitor agent effectiveness within HubSpot using Hej CTI's call analytics data, enabling continuous optimization of call center operations for improved efficiency and effectiveness.

How does the integration ensure compliance with call center regulations and quality standards?

Hej CTI adheres to call center regulations and quality standards by providing call logging, call recording, call quality feedback, and compliance monitoring features, ensuring businesses maintain regulatory compliance and deliver high-quality customer service experiences.

Is the integration scalable for call centers of all sizes?

Yes, the integration is scalable and customizable to meet the needs of call centers of all sizes, allowing for flexible configuration, automation, and integration with other systems to support growth, expansion, and evolving customer service requirements effectively.

Can businesses manage call center workflows and performance metrics within HubSpot?

Yes, businesses can manage call center workflows, track performance metrics, and analyze call center data within HubSpot, enabling informed decision-making, performance monitoring, and continuous improvement of call center operations.

How can businesses maximize the value of the integration for improved customer interactions and satisfaction?

Businesses can maximize the value of the integration by leveraging Hej CTI's features and capabilities within HubSpot to deliver personalized customer interactions, efficient issue resolution, and exceptional service experiences, driving customer satisfaction and loyalty effectively.
The integration streamlines call center operations by enabling click-to-call, call logging, and call tracking directly within the HubSpot CRM using Hej CTI, empowering sales and support teams to manage customer interactions efficiently and effectively.
Yes, Hej CTI's features such as screen pop-ups, call notes, and call dispositioning enhance call efficiency and agent productivity by providing relevant customer information during every interaction, ensuring personalized service delivery and effective call management.
Automated call workflows trigger call activities, reminders, and follow-ups based on specific lead or customer actions captured within HubSpot, enabling proactive outreach, timely follow-up, and efficient call management throughout the customer lifecycle.
Lead actions such as new additions, incoming calls, outgoing calls, call completions, call duration thresholds, call outcome changes, missed calls, voicemail receptions, call quality feedback submissions, and call analytics updates can trigger call activities within Hej CTI through HubSpot.
The integration supports personalized customer service by providing agents with access to relevant customer information during calls, enabling personalized interactions, efficient issue resolution, and enhanced customer satisfaction levels.
Yes, businesses can track call performance, analyze call trends, and monitor agent effectiveness within HubSpot using Hej CTI's call analytics data, enabling continuous optimization of call center operations for improved efficiency and effectiveness.
Hej CTI adheres to call center regulations and quality standards by providing call logging, call recording, call quality feedback, and compliance monitoring features, ensuring businesses maintain regulatory compliance and deliver high-quality customer service experiences.
Yes, the integration is scalable and customizable to meet the needs of call centers of all sizes, allowing for flexible configuration, automation, and integration with other systems to support growth, expansion, and evolving customer service requirements effectively.
Yes, businesses can manage call center workflows, track performance metrics, and analyze call center data within HubSpot, enabling informed decision-making, performance monitoring, and continuous improvement of call center operations.
Businesses can maximize the value of the integration by leveraging Hej CTI's features and capabilities within HubSpot to deliver personalized customer interactions, efficient issue resolution, and exceptional service experiences, driving customer satisfaction and loyalty effectively.

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