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Setting up VOIQ VoiceBots in HubSpot CRM

What can a VoiceBot do for you?

VOIQ VoiceBots fully automates your sales, marketing and customer service tasks over the phone. They can call your leads/customers to remind them about an upcoming meeting/event/payment, schedule meetings, engage prospects who've recently downloaded marketing content, qualify leads, and so on. You can launch one-off VoiceBots calls from your HubSpot CRM or trigger them from HubSpot Workflows

Let's set up your first VoiceBot in your HubSpot CRM

You can watch the video or follow our step-by-step instructions below! 

 

1. Select the contact you'd like the VoiceBot to call

  • Navigate to Contacts on the top menu bar.

  • In your contact list, select the contact you'd like the VoiceBot to call. And make sure your contact has a phone number to call for! 

Select the contact you'd like the VoiceBot to call

2. Create your VoiceBot 

If you're using HubSpot's new contact record view, access the VOIQ AI VoiceBot box on the lower right hand side, and click Create VoiceBot 

Create your VoiceBot

3. Select the type of VoiceBot 

Select the type of VoiceBot messaging you want to use: deliver a custom message, remind a lead of an upcoming demo, schedule or reschedule a meeting, call a lead who visited your site, make a simple prospecting call with a yes/no question

Select the type of VoiceBot

  • Create a personalized message your VoiceBot will deliver by phone to this contact. You can customize the voice type, pitch, and speed.
  • Click on Preview to hear what the VoiceBot sounds like. Next, click on Create and the VoiceBot will immediately call your contact! 

Create a personalized message your VoiceBot will deliver by phone to this contact

4. Check the status of your VoiceBot call

 See the details about the message delivered by the VoiceBot ithe VOIQ AI VoiceBot box, on the right hand side in your contact's profile.

Check the status of your VoiceBot call

5. Display VoiceBots notifications on your contact's timeline

Select the option to Filter activity directly above the timeline. You’ll see a list of options to filter. Select the VOIQ checkbox

Display VoiceBots notifications on your contact's timeline 

Check our Support Page or reach us by email at support@voiq.com for help with any questions related to our VoiceBots for HubSpot.

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How to integrate VOIQ VoiceBots into HubSpot and set them up in workflows

Download our Ultimate Guide to our VOIQ VoiceBot Suite and learn how powerful VoiceBots can be to your Sales and Marketing stack.

DOWNLOAD EBOOK