Power and parallel dial inside HubSpot
Work through HubSpot tasks, contacts, or company lists with Trellus power and parallel dialing. Keep your CRM open during each conversation, then save call notes, outcomes, and follow-ups in HubSpot.
Meridian Labs · MobileContact
Northwind · Company phoneCompany
Where Trellus works in HubSpot
Watch a HubSpot call block, start to finish
Start from a HubSpot Contacts view, switch between power and parallel dialing, and follow a connected call through live transcription, call notes, and the saved HubSpot activity.
Keep the HubSpot audience your team chose
Some teams work tasks. Others filter Contacts, call from Companies, or use HubSpot's prospecting workspace.
Start with the tasks or contacts you already have in HubSpot. Open Trellus alongside your list to make calls while keeping contact and company details close at hand.
Filter your HubSpot contacts to the leads you want to call. Open Trellus, choose power or parallel dialing, and work through the list. After each conversation, save the call outcome and set a follow-up in HubSpot.
The CRM view decides the audience. Trellus handles the calling block.
From contact list to next conversation
Open a supported HubSpot view
Start from tasks, prospecting, Contacts, a company list, or a supported record workflow.
Choose the number to call
See the available phone numbers and their contact or company details before dialing.
Power or parallel dial
Call one number at a time or, on an eligible plan, work up to five lines.
Log the result and next step
Choose a call outcome, add your notes, and schedule a follow-up when needed.
What Trellus can save to HubSpot
Keep call details with the contact or company you called, so your team can see what happened and what comes next.
Calling a company number instead of a contact's mobile? Trellus uses the available contact and company details to link the call to the relevant HubSpot records.
Start with the views your team uses
Use Trellus in Chrome with access to the HubSpot contacts, companies, and tasks you want to call.
Your HubSpot subscription and permissions affect which views and call outcomes are available. Trellus supports the task, contact, company, and prospecting views described above; other HubSpot screens may work differently.
Want to see how it fits your team's routine? Bring your usual list to a demo and walk through dialing, logging a call, and scheduling the next step.
See the workflow with the HubSpot setup you already use.
HubSpot and Trellus
Does Trellus work inside HubSpot?
Yes. The Trellus Chrome extension adds its calling workflow to supported HubSpot task, prospecting, contact, company, and record surfaces.
Can Trellus dial a HubSpot task queue?
Trellus can work supported task views and prospecting tasks in order. HubSpot uses “task queue” as a grouping label; the active task view supplies the records the rep works.
Can Trellus call from a HubSpot contact list?
Yes. Open a supported Contacts view, use your HubSpot filters to choose the audience, and work through the list with Trellus.
What does Trellus save to HubSpot?
For supported calls, Trellus can save call timing, duration, direction, status, disposition, summary or body, recording URL, and contact or company associations. Task workflows can also complete the originating task.
Can Trellus create HubSpot callback tasks?
Yes. Choose a follow-up date to create a call task linked to the relevant contact or company, with the available call notes and summary.
Does Trellus support every HubSpot portal and screen?
Trellus works in the task, contact, company, and prospecting views described on this page. Availability depends on your HubSpot subscription and permissions. Book a demo to see your team's specific workflow.
How many lines can Trellus dial?
Up to five simultaneous lines on eligible plans, or one-at-a-time power dialing. See current pricing.
Make your next HubSpot call block a Trellus call block
Start from a list your team already uses. Make calls, capture the conversation, and line up the next step without leaving HubSpot.
