In this post, we will guide you through the easy process of setting up a call queue in HubSpot. HubSpot is a well-known software for inbound marketing, sales, and service that enables businesses to thrive without any limitations. When you have a group of individuals to contact, the call queue feature in HubSpot is highly beneficial as it permits you to arrange and conduct your calls directly within the platform. Let’s begin!
Step 1: Access Call Queue
Navigate to your HubSpot account. From there, go to Conversations > Calling Queues. This will take you to the platform where you can manage your call queues.
Step 2: Create New Queue
Click on Create queue in the upper right. A form will appear requesting information about the call queue you’re planning to create.
Step 3: Name Your Queue
In the form, enter the name of your new queue in the Queue name field. This will help you easily identify the queue especially if you are managing multiple ones.
Step 4: Add Contacts To Your Queue
Next, scroll down to the Add contacts section. Here, you can add contacts to your queue one at a time by typing their name or email and selecting the right contact from the drop-down menu that appears. Or, you can add multiple contacts at once by importing a CSV file. Click the Import button and select your file.
Step 5: Save Your Queue
Once you’ve added all your contacts, click the Save button at the bottom of the form to create your call queue.
Remember:
You can always add more contacts or remove some from the call queue by clicking Edit next to the name of the queue.
Using Your Call Queue
Now that you’ve created your call queue, you can start making calls directly from HubSpot. Navigate to the queue you want to use and click the Call button next to the contact’s name to begin the call.
HubSpot keeps track of all your call activities, so you can easily monitor your progress and interactions with each contact.
Conclusion
Creating a call queue in HubSpot is a streamlined process that can save you enormous time and effort when it comes to managing your calls. It allows you to stay organised, keep track of your call history and streamline your sales or customer service processes.