Matching Custom Call Outcomes in HubSpot with PhoneBurner

Summary

Learn how to integrate custom call outcomes in HubSpot with custom dispositions in PhoneBurner to track the effectiveness of outbound calls. By matching the disposition status in PhoneBurner to the custom call outcomes in HubSpot, call outcomes will log correctly. The video demonstrates how to create and edit dispositions in PhoneBurner, align them with HubSpot outcomes, and ensure accurate reporting. This setup enables efficient dialing and accurate tracking of call results, helping teams increase productivity and transparency in their outreach efforts.

Tags

HubSpot, custom call outcomes, call tracking, PhoneBurner, power dialer, sales productivity, CRM integration, call dispositions, outbound calling, sales reporting

Cleaned-Up Transcript

Are you using custom call outcomes to track how effective you and your team are when making outbound calls? If so, I want to show you how to take advantage of custom call outcomes in HubSpot while also leveraging the PhoneBurner power dialer.

HubSpot gives you the ability to create custom call outcomes so you can report on the results of those calls and really understand what’s happening with each and every interaction. PhoneBurner allows you to create custom dispositions.

To do this, go to your PhoneBurner account, click on the settings icon in the upper right-hand corner, go to "Dial Sessions," then click on "Dispositions." Here, you can create different sets of disposition buttons for you and your team to use while making calls.

For example, here's a set of buttons I could use during calls with PhoneBurner. Each disposition has what's called a status. That status is what drives the call outcomes in HubSpot. It’s very easy to sync these together—all you have to do is ensure that the dispositions on the PhoneBurner side match exactly with your custom call outcomes in HubSpot.

For instance, if I have a custom call outcome in HubSpot labeled "Interested," and in PhoneBurner I have a button labeled "They Are Interested" with a status of "They Are Interested," those don’t match. To fix this, simply edit the disposition in PhoneBurner and change the status to match the exact wording used in HubSpot. The button label in PhoneBurner doesn’t matter—only the call status needs to match.

Now, you can of course create more custom call outcomes in HubSpot. I won’t go into detail on that part, as you likely already know how to do it.

Once you’ve saved the matching status in PhoneBurner, you can make a call. Find a contact, start a dial session, and ensure you're using the appropriate disposition set—like our "Starter Live Answer" set. Click "Continue," get connected, and begin dialing.

During the call, you'll see the set of dispositions. Click on "They Are Interested" (again, the label doesn’t matter—it’s the status that counts). Then, click to view the record in HubSpot. You’ll see the call has been logged, and when expanded, the outcome is listed as "Interested." If the call status from PhoneBurner doesn’t match exactly with one in HubSpot, HubSpot will default to setting it as "Connected."

To recap: when configuring your PhoneBurner account, go to "Dial Session Settings," then "Dispositions," and edit any disposition to make sure its status matches exactly with your custom call outcomes in HubSpot. If you want a new status available in HubSpot, go ahead and create that custom call outcome there.

That’s how easy it is to use custom call outcomes in HubSpot in conjunction with the PhoneBurner power dialer. This integration helps your team power through calls—up to 60 to 80 dials per hour—while ensuring accurate call tracking.

I hope this helps you and your team get more done in less time. Thanks again, and happy dialing!