HubSpot
When you integrate HubSpot with ServiceBell, your call lists are directly pulled from your HubSpot contact lists. This means that any list you've curated or segmented in HubSpot will be available for use in ServiceBell's dialer.
Two Way Sync
The integration is not a one-way street; it's bidirectional. Any updates made to your HubSpot lists, such as changes in contact details, will automatically reflect in ServiceBell. Similarly, any modifications you make in ServiceBell during your dial sessions, like adding call notes or updating contact statuses, will be updated in HubSpot.
Fields Pulled from HubSpot
ServiceBell will pull specific fields from your HubSpot contact lists and display them as columns in the Dialer view. These fields include:
- Name (Default): The full name of the contact.
- Links (Default): Quick links for accessing associated contact information.
- Phone Number (Default): The contact's phone number.
- Stage (Default): The contact's current stage in the sales or calling process.
- Title: The professional title of the contact.
- Company: The name of the company that the contact is associated with.
- Country: The country where the contact is located.
- Location: The contact's geographical location.
- Company Website: The official website of the contact's company.
- Company Size: The number of employees at the contact's company.
- Estimated Revenue: An estimate of the company's annual revenue.
- Industry: The industry category of the contact's company.
- Email: The email address of the contact.
- Source: Where the contact originated from, typically labeled as “HubSpot.”
Outreach
Integrating Outreach with ServiceBell allows your call lists to be seamlessly imported from your Outreach sequences. Any sequence you create or segment in Outreach becomes instantly accessible in ServiceBell's dialer for efficient calling.
Bidirectional Sync
This integration offers a two-way synchronization. Changes made in your Outreach sequences, like updates to contact information, will be automatically updated in ServiceBell. In the same vein, any alterations you make in ServiceBell, such as adding notes to calls or updating contact statuses, will reflect back in Outreach.
Fields Pulled from Outreach
When you connect Outreach with ServiceBell, specific fields from your Outreach sequences will populate as columns in the Dialer view. These fields include:
- Name (Default): Displays the contact’s full name.
- Links (Default): Provides quick access links to detailed contact information.
- Phone Number (Default): Lists the contact’s phone number.
- Stage (Default): Shows the current stage of the contact in your sales or outreach process.
- Title: The job title of the contact.
- Company: Indicates the company with which the contact is affiliated.
- Country: The country where the contact is based.
- Location: The geographical location of the contact.
- Company Website: URL of the associated company's official website.
- Company Size: The size of the contact's company, typically measured by employee count.
- Estimated Revenue: The company’s estimated yearly revenue.
- Industry: The industry sector of the contact’s company.
- Email: The email address associated with the contact.
- Source: The origin source of the contact, usually marked as “Outreach.”
Salesforce
Integrating Salesforce with ServiceBell allows your call lists to be directly imported from your Salesforce contact lists. Any list you have created or segmented in Salesforce becomes available in ServiceBell's dialer.
Bidirectional Sync
This integration offers a two-way sync capability. Updates in your Salesforce lists, like modifications in contact details, are automatically synchronized with ServiceBell. Conversely, any changes made in ServiceBell during dial sessions, such as adding call notes or updating contact statuses, will reflect back in Salesforce.
Fields Imported from Salesforce
ServiceBell imports specific fields from your Salesforce contact lists, presenting them as columns in the Dialer view for easy access and management. These fields include:
- Name (Default): Displays the contact's full name.
- Links (Default): Provides quick access links to the contact's detailed information.
- Phone Number (Default): Lists the contact's phone number.
- Stage (Default): Indicates the contact's current status in the sales or calling process.
- Title: Shows the professional title or designation of the contact.
- Company: The name of the company affiliated with the contact.
- Country: The country of residence or operation of the contact.
- Location: The specific geographical location of the contact.
- Company Website: The official web address of the contact's company.
- Company Size: Reflects the size of the contact’s company in terms of employee count.
- Estimated Revenue: Provides an estimated figure of the company's yearly revenue.
- Industry: The sector or industry to which the contact's company belongs.
- Email: The email address associated with the contact.
- Source: The origin of the contact's information, typically marked as “Salesforce.”
SalesLoft (coming soon)
Pipedrive (coming soon)
Mapping CRM Properties
Connecting your CRM with ServiceBell sets up a two-way sync that keeps your contact data consistent and current across both platforms. This means that any updates you make in your CRM are automatically reflected in ServiceBell, and vice versa, simplifying your workflow and ensuring your sales process runs smoothly without any data hiccups.
CRM Properties Mapped to Call List
The following properties from your CRM are mapped and synchronized, appearing as columns in the ServiceBell dialer view:
- Name (Default): Syncs the full name of the contact, providing clear identification.
- Links (Default): Pulls in quick access links to the contact’s information for easy navigation.
- Phone Number (Default): Ensures the contact’s phone number is transferred and kept up-to-date.
- Stage (Default): Reflects the contact's current stage in the sales or calling process, providing insight into the sales pipeline.
- Title: Captures the professional title of the contact, adding context to interactions.
- Company: Syncs the name of the company associated with the contact, important for B2B engagements.
- Country: The country data is included, which can be critical for regional sales strategies.
- Location: Provides the geographical location of the contact, potentially influencing call timing and localization of sales pitches.
- Company Website: Syncs the URL of the contact’s company website for quick reference.
- Company Size: Reflects the number of employees at the contact’s company, which can inform the sales approach.
- Estimated Revenue: An estimate of the company's annual revenue can prioritize sales efforts.
- Industry: The industry sector of the contact's company is synced, tailoring the conversation to industry-specific pain points.
- Email: The contact's email address is included, offering an alternative communication method.
- Source: Captures the origin source of the contact, such as “HubSpot,” which can provide insights into lead generation effectiveness.