Enable Caller ID in the HubSpot mobile app

Written by Public API | Jan 1, 1970 12:00:00 AM

When a contact calls you, the HubSpot mobile app uses the phone number values in the Phone number and Mobile number properties to determine the contact who's calling.

To display the contact's information when you receive an incoming call, you need to enable Caller ID in your mobile app or device settings.

Please note: Caller ID works best if:

Your account has less than 10,000 contacts. For accounts with more contacts, caller ID may not be successfully matched to an existing contact. If there is a reliable mobile connection, Android devices will try to request additional contact information for contacts beyond 10,000.
Your contacts' phone number values include the + country code and the area code, if applicable (e.g., +353871234567), and don't include any spaces or parentheses.

Enable Caller ID (iOS)

If you're an iOS user, you need to enable HubSpot Caller ID in your device's settings.

Open your iOS settings on your device.
Tap Phone.
Tap Call Blocking & Identification.
Tap to toggle the HubSpot switch on.
To ensure Caller ID is enabled in the app, open the HubSpot app on your device.
Tap Menu, then tap the settings settings icon in the left sidebar.
Tap Caller ID.
You'll see whether or not Caller ID is enabled in the mobile app settings.

When a person calls you, the Caller ID will display the contact's first name, last name, and company name if the caller is in your HubSpot app, but not already in your phone's contact list.

If you already saved the person in your phone's contact list, the information from your phone's contact list will be shown instead.

If you miss the call, the contact's information will display in your iPhone call log.

Enable Caller ID (Android)

If you're an Android user, you need to enable Caller ID in your mobile app settings, and grant HubSpot permissions to access and make calls on your device.

Open the HubSpot app on your device.
Tap Menu, then tap the settings settings icon in the left sidebar.
Tap to toggle the HubSpot Caller ID switch on.
In the dialog boxes, grant the required permissions for HubSpot to access and manage calls:
- Click Allow to allow HubSpot to access your call logs. This permission is required to intercept the call and present the Caller ID information.
- Click Allow to allow HubSpot to make and manage calls from your device. This permission is required to match inbound calls and show the Call outcome screen.

When a contact calls you, the Caller ID will display the contact's first name, last name, company name, and the associated deal name and deal amount. If you miss the call, you will receive a notification where you can view the contact or select to call them back.

After receiving the call, a Call Outcome screen will display where you can select the outcome of the call, log notes and create follow-up tasks.

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