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How to Make Calls from HubSpot Using the Klenty Plugin
How to Make Calls from HubSpot Using the Klenty Plugin

Learn how to use the Klenty plugin to make calls directly from HubSpot

Elizhabeth Thanga Arasu avatar
Written by Elizhabeth Thanga Arasu
Updated over a week ago

You can make calls from the CRM using Klenty with the help of the Calls on Plugin feature.

How can I activate the Plugin dialler?

To activate the option, Navigate to Main Settings in your Account--> Calls section--> Toggle On the Plugin dialler.

Note: Please ensure the Klenty Plugin is installed and logged in and the Hubspot is connected to your Klenty Account.

In HubSpot, open a Contact or List to find the Klenty icon next to the phone number field. This floating dialler is used to make a one-off call to pull up the dialler.

The Call activities are recorded in Klenty under the respective prospect's activity history and One-off calls under the Calls Completed section.


Frequently Asked:

Why am I unable to find the dialler window in Hubspot?

Instead of the dialler opening within the Hubspot window, it might open in a new tab. It would mostly happen in MAC devices. It is observed when the browser is kept in full-screen mode.

Why can't I find the calls made via plugin recorded for the Prospect?

It seems that occasionally, the calls will be saved as one-off calls in Klenty, that might prevent the data from syncing to the correct prospect. This might occur if you have previously connected a different CRM account in Klenty. We recommend reaching out to support to rectify this issue.


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