Log every call in HubSpot with its outcome and summary
After each Kixie call, the outcome, summary and next step are written to the HubSpot contact automatically.
- Call ends in Kixie
- Afterdial writes the summary
- Afterdial updates HubSpot
Yes. Afterdial connects directly to HubSpot. After every call, the prospect is found or created in HubSpot and a note is added with the outcome, summary, next step and any meeting or callback time.
No credit card required. 14-day free trial. Keeps your current dialer.
What it does
Sent straight to HubSpot after every call.
TriggerMatch by phone or email and keep HubSpot current.
ActionOutcome, length and next step on the record.
ActionA deal when a meeting is booked, a task when a callback is due.
ActionFlag the contact so nobody on the team calls again.
ActionPopular workflows
After each Kixie call, the outcome, summary and next step are written to the HubSpot contact automatically.
Booked meetings go to Outlook and create a deal or record in HubSpot, so your pipeline matches your calendar.
When a prospect asks to be called back, a task is added in HubSpot for the exact time.
When someone asks not to be called, the contact is flagged in HubSpot and removed from Afterdial's queue.
Setup
Why connect them
HubSpot is a CRM and marketing platform popular with growing businesses. For teams tracking deals in HubSpot, the slow part isn't the call itself. It's everything after: typing notes, booking the meeting, sending reminders and remembering callbacks.
Afterdial keeps HubSpot accurate without manual data entry. Each call's outcome, summary, booked meeting and callback is written straight to the right record.
Your pipeline in HubSpot then reflects what actually happened on the phone, not what someone remembered to log.
Works great with
Questions
Yes. Afterdial connects directly to HubSpot. After every call, the prospect is found or created in HubSpot and a note is added with the outcome, summary, next step and any meeting or callback time.
Direct connection, built and maintained by Afterdial.
The call's outcome, a short summary, next step, prospect name, phone and email when known, and any meeting or callback time. Call transcripts are never included in what Afterdial sends out.
About two minutes for a direct connection.
Yes. Every plan starts with a 14-day free trial, and no credit card is required to sign up.
No credit card required. 14-day free trial. Keeps your current dialer.