10:46
Mastering the Trellus HubSpot Dialer
Explore parallel dialing, call notes, logging, and filtering in the Trellus HubSpot dialer.
Watch guideCRM walkthroughs
HubSpot Power & Parallel Dialer: Earlier Walkthrough
Watch the September 13 recording of a HubSpot call block, with the connected call and live transcript shown over the contact list. A newer walkthrough shows the contact opening after connection.
This is an earlier recording. Watch the newer connected call walkthrough
Recorded walkthroughs may show earlier screens or settings.
Inside this recording
What you’ll see
Use these timestamps to find a moment in the player.
- 0:00Your HubSpot call block
- 0:12Open Trellus from Contacts
- 0:28Power dialing: one contact at a time
- 0:45Choose parallel dialing
- 0:59Run the parallel call block
- 1:14Connected call and live transcript
- 1:30In-call controls
- 1:42Automatic call notes and disposition
- 1:57Edit the notes, log and resume
- 2:10See the call activity in HubSpot
- 2:20Try Trellus in your workflow
10:46
2:32
HubSpot Power & Parallel Dialer: Connected Call Walkthrough
Follow a HubSpot call block through power or parallel dialing, then see the contact open when a call connects. Review notes and the saved contact activity.
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3:21
Using Trellus Dialing in Hubspot
Get a guided introduction to using Trellus dialing inside HubSpot.
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