An automated workflow using integromat
Connects YodelTalk + HubSpot
Create engagements in HubSpot CRM from finished outgoing Yodel.io calls
About this workflow template
This automation scenario allows you to connect YodelTalk and HubSpot
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
YodelTalk and HubSpot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in YodelTalk
Call ended in YodelTalk
Triggers when a call is finished or was missed.
Then this action happens in HubSpot
Create an Engagement in HubSpot
Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create engagements in HubSpot CRM from finished outgoing Yodel.io calls.
Part I
Configure Applications
First, we need to connect YodelTalk and HubSpot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect YodelTalk to Make.com.
Give Make.com access to your YodelTalk account, using YodelTalk credentials.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for YodelTalk
Choose the following trigger: Call ended (Triggers when a call is finished or was missed.).
Then set up an Action for HubSpot
Choose this action: Create an Engagement (Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between YodelTalk and HubSpot.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create engagements in HubSpot CRM from finished outgoing Yodel.io calls!
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Create or update contact
Creates or updates a contact.
actionbyzapierintegromatSend text message
Sends SMS message.
actionbyzapierSend a text message
Sends a text message (SMS) from your phone number.
actionbyintegromatCall ended
Triggers when a call is finished or was missed.
triggerbyintegromatCall finished
Triggers when a call is finished or was missed.
triggerbyzapierCall incoming
Triggers when a call is incoming.
triggerbyzapier
Apps you need
YodelTalk
A cloud based business phone system with solutions for agencies, customer support, and remote teams
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
