TeleVoIPs Click to Dial in Hubspot

Modified on Thu, Jul 23 at 7:54 AM

This document will provide you best practices to utilize Click-to-Dial through the Hubspot CRM and use TeleVoIPs outbound.

The CRM UI necessitate we use the TEL URL redirect within the web browser to point the call to our Desktop Softphone.

You can download the most recent version of our softphone here.

Changing your default TEL application:

Open Windows Settings: Press Windows Key + I on your keyboard, or click the Start button and select the Settings gear.

Go to Default Apps:
- Select Apps in the left sidebar, then select Default apps on the right.

Choose by Protocol: Scroll down to the bottom of the list and click Choose default apps by protocol.

Find the TEL Protocol: Scroll through the alphabetical list until you locate TEL (URL:tel).

Click on the entry next to TEL. A menu will appear with the apps installed on your system that support calling. Select the TeleVoIPs Softphone.

Using Click-to-Dial within Hubspot:

Once you are logged into Hubspot and the TeleVoIPs Softphone, you can initiate the on a lead or prospect.
Notice the 'tel:+1 800-249-1771' appearing in the bottom left, this is an indication that the link selected is routed correctly.
Clicking the number will initiate an inbound call on your TeleVoIPs Softphone. Answer it, and your outbound call will begin.