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CRM walkthroughs

HubSpot Call Summaries & Logging

Focus on what happens after a HubSpot call: review the suggested notes and disposition, edit the next step, log and resume, then check the contact’s call activity. Uses fictional contacts and simulated calls.

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Explore Trellus for HubSpot
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What you’ll see

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  1. 0:00Review the automatic call notes
  2. 0:14Edit the next step and log the call
  3. 0:28Check the HubSpot call activity
  4. 0:38Try Trellus in your workflow