Hey there, Welcome to the Hubspot private beta, thanks for being a beta tester!
Below you’ll find the instructions on how to get started. If you have any questions or run into any issues — please reach out to your Account Executive and Solutions Consultant
How to connect Orum to Hubspot
- Navigate to Orum’s login page and choose ‘Log in with Hubspot’
- You will be taken to Hubspot to log in with your details there
- After, you will choose a Hubspot account to link Orum to
Success! You’ve linked your Hubspot and Orum accounts. Now, you will be directed back to Orum. Before we start dialing, we need to do some additional admin setup to display contact fields and sync call dispositions.
🚩 Please let us know if you have any issues linking your Hubspot connect to Orum
How to display Hubspot fields for contacts (as an admin)
🚩 This step is for account admins in Orum to set up fields for all reps that will use the platform.
Before dialing, we want to make sure we add Hubspot fields to let you and your team have information displayed when dialing prospects inside of Orum.
To do this:
- Navigate to Settings
- Under the Integrations sub-tab you will scroll down to ‘Default Hubspot fields for All Reps’. Right now in the side-menu this is labeled as ‘Default Call Disposition’
- Select which Hubspot fields you want to display (first name, last name, job title, company name, etc)
How to sync dispositions (as an admin)
🚩 This step is for account admins looking to sync Hubspot call outcomes to Orum’s call dispositions — this will allow your reps to choose dispositions and sync with Hubspot’s Sales Hub
Orum will automatically sync call dispositions to Hubspot’s call outcomes but you will need to map those outcomes to the correct dispositions using the dropdown.
Looking to improve your call dispositions? Reach out to your Account Executive to receive Orum’s recommended call dispositions.
How to start dialing
Now we are ready to start dialing inside of Orum! You can start dialing using two methods. We recommend dialing by all due tasks to make sure your prospects are placed in your Hubspot sequence.
Dialing by all due tasks
In the Dialer tab, use the sidebar dropdown to find the list for ‘All due call tasks’. By dialing this list, Orum will automatically complete those tasks, which will move prospects through the sequences set up in Hubspot
Dialing by contact list
In the Dialer tab, use the sidebar dropdown and choose a specific contact list you’d like to start dialing to. If you dial from a specific list, Orum will log the call made to each contact but will not complete tasks.
How to increase your dialing speed
Orum gives you the ability to use power and parallel dialing. With power, you can call one contact at a time. But if you are looking to increase your speed, try using our parallel dialer to dial 3-4 contacts at a time.
How to send feedback
Thank you again for taking the time to test this integration — your feedback is extremely valuable to us and will help us make improvements.
To submit feedback, please reach out in the original email thread with your Account Executive and Solutions Consultant. From there, our team can help answer any questions or troubleshoot if any issues arise.