HubSpot Integration

  • Updated


Why I can’t import my contacts on HubSpot?

  1. You don’t have a list on hubspot.
  2. You don’t have enough permissions on hubspot. Please go to the hubspot → Profile & Preferences → Users & Teams → Choose your name on the list → Make sure you have the same permissions on the video. Watch this
  3. Make sure you are on the right hubspot account. Sometimes users have multiple hubspot accounts and try to import a list from the wrong account.

What is 'Test Your Caller ID' in the call settings, and how useful is it?
'Test Your Caller ID' allows you to check how your Salesfinity phone numbers are displayed to your prospects. It's a good practice to use this feature daily before starting your work session. By calling your personal number first, you can ensure it doesn't get flagged as potential spam. If it does show as potential spam, that's a time to change your phone numbers.

Also, you can check connect rate of your each Salesfinity phone number in 'Your Salesfinity phone number' field.

test caller ID


connect rate