* Why the Integration May 'Fail' to Find a Match For Incoming PSTN calls: OnSIP does not want to incorrectly log Activities in the wrong contact record. This is due to potential matching caller discrepancies for PSTN callers (listed in the next section). If your users aren’t seeing these Activities in their HubSpot accounts, make sure that their Activity timeline filters include "OnSIP // sayso" activities.Ĭurrently, Activities will not be logged in a PSTN caller’s HubSpot contact record. A sayso call Activity logged on a HubSpot contact record. The Activity entry will note the date and time of the call, which sayso topic was discussed, which web page the caller called in from, which of your business’s representatives answered the call, if the call was answered or not, and the call’s duration. Logging sayso Activity in the Caller’s HubSpot Contact RecordĪn Activity will be logged in a sayso caller’s HubSpot contact record. If no matching HubSpot contact record is found, a note stating that no record was found will be displayed in the OnSIP app. If a HubSpot cookie is found, it will get the exact Contact ID for the caller and display that contact record in the OnSIP app. If it finds a match*, it will display the contact record in the OnSIP app.įor incoming sayso calls, the Integration will look for a HubSpot cookie on the caller’s computer. The HubSpot Integration works for both incoming PSTN calls and incoming sayso calls.įor incoming calls from the PSTN, the Integration will take the phone number of the caller and search for a matching phone number in your HubSpot database. How the Integration Matches a Caller to a HubSpot Contact Record The caller’s recent HubSpot activity will be presented there, as well as a link to view the caller’s contact record in HubSpot.Ī HubSpot contact record embedded in the OnSIP app during a phone call.
0 Comments
Leave a Reply. |