Trellus integrations

Tasks, prospecting, Contacts or Companies views.

Call activity with timing, disposition, notes and an available recording link.

Task workflows can complete the originating task. A callback creates a call task linked to the relevant contact or company.

Check first. Confirm your HubSpot subscription and permissions include the views your reps use.

Mapped rows in the current spreadsheet and sheet tab.

Call results, notes and attempt history in designated Trellus columns on the source row.

Keep the callback marker and due time with the same row.

Check first. Google authorization applies to the spreadsheet file. Check row updates on a sample copy.

People lists or Tasks, using mapped phone attributes.

Person attributes for outcomes and summaries when permissions allow; an Attio note otherwise.

Create a person-linked Trellus Callback Task with a due date and call context.

Check first. Map the phone and do-not-call attributes your workspace uses.

Contacts Smart Lists or configured Opportunity pipeline and stage views in the active location.

A contact note with the selected outcome and an available summary or transcript link.

Apply a selected tag at result completion when tagging is enabled. Create a contact-linked callback task.

Check first. Check the location, list, saved contact note and selected tag in your first call block.