Dialing From Tasks in HubSpot with Chrome Extension

1. Summary

Jeff Osness, Principal Evangelist at PhoneBurner, introduces a new option in the PhoneBurner Dial Session Companion Chrome extension for HubSpot users. Users can now launch dial sessions directly from the HubSpot task view by selecting individual tasks, selecting an entire page, or launching with all available tasks if none are selected.

The extension recognizes when the user is on a task view and offers the option to dial tasks on the page. PhoneBurner then queues the contacts associated with those tasks into a dial session. After a call is completed and dispositioned, the related HubSpot task is automatically closed, while the call activity is still logged on the contact record.

To use this new functionality, users will need to reauthorize the Chrome extension so PhoneBurner has the required HubSpot permissions to update contact records and close tasks.

2. Tags

HubSpot, Chrome extension, Dial Session Companion, task view, dial sessions, tasks, call activity, contact records, reauthorization, permissions, sales productivity, sequences, CRM workflow, call logging, task completion

3. Cleaned-Up Transcript

Hello there. This is Jeff Osness, the Principal Evangelist over here at PhoneBurner, and I want to share with you a new option that's now available in the PhoneBurner Dial Session Companion, the Chrome extension.

Now, if you are a HubSpot customer using the Chrome extension, you can launch dial sessions from the task view. You can select records, select a whole page, select individual tasks, create queues, and from the queue, select tasks and launch a dial session.

Let me give you an example. I'm just going to select this one right here. Actually, no, I want to use this one right here. Let's go ahead and launch the dial session.

This new option will recognize that I am on a task view, and it will display this “Dial tasks on this page” option. Again, you have a couple of options. You can select the whole page, or you can select individual tasks. If you don't select anything, we just assume you want everything, so all is good there.

Go ahead and click “Dial tasks on this page,” and the system will grab all the contacts associated with those tasks and queue them up in a dial session.

Here we go. We're going ahead and dialing. I'm going to grant mic access, and then we're going to start dialing.

I'm dialing Adam Warlock here. The navigation in the background, which you know and love, takes me to that record. Now I disposition it accordingly. Let's say I set an appointment with him, or whatever that might be, and that ends our dial session.

I believe it was “Sequence 1 Call,” a second call if I remember correctly, but we'll see that it has now logged. We can hit “Stop following.” Let's refresh, and you'll see that the activity has now been closed. It's now completed.

If we scroll down here, where did it go? “Sequence 1 Second Call.” There it is. You can see that it just got completed right now.

For those of you who do work from the task object, maybe you're creating sequences to create tasks for calls, you can now launch a dial session from the task view. The system will automatically close out that activity, and we still log that call activity.

If we come up here, you'll see that the call was logged. So that task was closed, and the activity was logged.

Anyway, that's an update. When you first go in there, there are some new permissions that we need in order to complete that. To take advantage of this, you will have to reauthorize the extension to have access to your HubSpot account. That allows us to get access to writing to the contact record so we can close the task.

Thanks for taking a moment to watch this video. I hope this helps you and your organization continue to get more done in less time using the power of PhoneBurner.

Thanks again, and happy dialing.