PhoneBurner Call Recording and Transcription in HubSpot

Summary

This video explains how to utilize PhoneBurner’s Call Recording feature and how to sync recorded calls with HubSpot for improved record-keeping and analysis. Key points include:

1. Call Recording in PhoneBurner:

   • When call recording is enabled in PhoneBurner, all live conversations are automatically recorded.
   • These recordings are accessible directly from the contact record in PhoneBurner.

2. Syncing Call Recordings to HubSpot:

   • If your PhoneBurner account is integrated with HubSpot and contacts are synced two ways, call recordings will also be logged in the associated HubSpot record.
   • In HubSpot, clicking Review Recording allows you to listen to the saved conversation.

3. Call Transcriptions in HubSpot:

   • If you’re using HubSpot’s call transcription feature, the call’s content will be automatically transcribed.
   • Transcriptions may take some time to process, and you'll receive a notification once they’re ready.

By leveraging PhoneBurner’s call recording and transcription features, your team can improve follow-up accuracy, review conversations for insights, and keep detailed call records directly in HubSpot.

Tags

PhoneBurner call recording, HubSpot integration, call transcription, CRM automation, sales productivity, customer follow-up, contact management, sales call tracking, PhoneBurner features, call logging

Cleaned-Up Transcript

When you're powering through your calls using PhoneBurner, you have the option to enable call recording.

If you’ve activated this feature, PhoneBurner will automatically record any live conversation you have. These recordings are then saved to the corresponding contact record in PhoneBurner.

Here’s what that looks like:

I just finished a call and selected a disposition. Now, I’ll go ahead and end this dial session.

Next, I’ll return to my PhoneBurner account and refresh the contact record. After refreshing, I can click on the Call Recordings option to view the saved recording.

If you’ve integrated your PhoneBurner account with HubSpot and set up two-way sync, you can also have these call activities — including the recording — automatically logged back to the contact record in HubSpot.

Here’s an example: Clicking Review Recording in HubSpot allows me to listen to the saved call.

If you’re also using HubSpot’s call transcription feature, you’ll see the call transcribed directly in the contact record.

Keep in mind that transcriptions may take some time to process, but you’ll receive a notification once they’re available. Once complete, you’ll have detailed insights from the conversation right in your HubSpot record.

So what are you waiting for? Get out there, smile and dial, and get more done with the power of PhoneBurner!

Thanks for watching, and happy dialing!