Aircall Help Center | Using HubSpot Quick Actions in the Aircall CTI (Beta)

Using HubSpot Quick Actions in the Aircall CTI (Beta)

When a call ends in the Aircall CTI, Quick Actions let you associate the call with the right HubSpot records, log the outcome, and trigger follow-up steps, all without leaving the CTI or switching back to HubSpot.

Requirements

An active HubSpot integration connected in Aircall.
Quick Actions appear on the end-call screen only when auto-close is disabled in your CTI settings. If auto-close is enabled, the standard wrap-up screen continues as usual and Quick Actions are not shown. Contact your admin if you are unsure how your account is configured.

What you can do with Quick Actions

Associate the call with the correct HubSpot contact, company, deal, and ticket.
Log a call outcome that syncs back to the HubSpot call record.
Create a follow-up task in HubSpot.
Enroll the contact in an Aircall campaign.
Enroll the contact in a HubSpot sequence.

Associating a call with HubSpot records

If you start the call from a contact, when a call ends, the CTI shows the contact matched to the caller's phone number, deals, and tickets already linked to that contact.

If you start the call from a company, when a call ends, the CTI shows the company matched to the caller's phone number, deals, and tickets already linked to that company.

If the match is correct, no action is needed. If you need to change it follow these steps:

On the end-call screen, review the pre-populated contact or company, deal, and ticket.
If the call matched more than one contact, or if the contact has more than one deal, select the correct record from the list.
Click Save. The associated company, deals, and tickets update to reflect your selection, and the changes are written back to the HubSpot call record.

Note: The contacts shown are based on the phone number matched at the start of the call.

Logging a call outcome

Outcome logging is available for outbound calls.

Steps:

On the end-call screen, find the Call outcome field.
Review the suggested outcome. Aircall pre-fills this based on your account's call-type settings, for example "No answer" for an unanswered call.
Select a different outcome if needed. The list shows your account's own outcomes, including any custom values configured in your HubSpot portal.
Your selection is saved back to the HubSpot call record when you close the wrap-up screen.

Note: Nothing is written to HubSpot until you make an explicit selection. The pre-filled suggestion is a starting point only.

Taking follow-up actions

The Quick Actions section on the end-call screen lets you trigger the most common post-call steps without leaving the CTI.

Create a follow-up task: Select a due date and the task is created in HubSpot, pre-populated with the matched contact.
Enroll in an Aircall campaign: Select from your active Aircall campaigns to add the contact directly from the end-call screen. This is dependent on beta enrollment.
Enroll in a HubSpot sequence: Select from your available HubSpot sequences to enroll the contact immediately.

Note: HubSpot sequence enrollment requires the agent to have a paid HubSpot Sales Hub seat. If you do not see sequences available, check with your HubSpot admin that your seat includes this access.

Controlling which actions you see

If certain Quick Actions are not relevant to your workflow, you can disable them individually from the settings within the Aircall CTI. Each agent can control this directly based on their own workflow preferences.

Good to know

Quick Actions respect your wrap-up time. The time available is governed by the wrap-up window configured by your admin. Complete your associations and follow-up actions before the timer closes.

Requirements

An active HubSpot integration connected in Aircall.
Quick Actions appear on the end-call screen only when auto-close is disabled in your CTI settings. If auto-close is enabled, the standard wrap-up screen continues as usual and Quick Actions are not shown. Contact your admin if you are unsure how your account is configured.

What you can do with Quick Actions

Associate the call with the correct HubSpot contact, company, deal, and ticket.
Log a call outcome that syncs back to the HubSpot call record.
Create a follow-up task in HubSpot.
Enroll the contact in an Aircall campaign.
Enroll the contact in a HubSpot sequence.

Associating a call with HubSpot records

If you start the call from a contact, when a call ends, the CTI shows the contact matched to the caller's phone number, deals, and tickets already linked to that contact.

If you start the call from a company, when a call ends, the CTI shows the company matched to the caller's phone number, deals, and tickets already linked to that company.

If the match is correct, no action is needed. If you need to change it follow these steps:

On the end-call screen, review the pre-populated contact or company, deal, and ticket.
If the call matched more than one contact, or if the contact has more than one deal, select the correct record from the list.
Click Save. The associated company, deals, and tickets update to reflect your selection, and the changes are written back to the HubSpot call record.

Note: The contacts shown are based on the phone number matched at the start of the call.

Logging a call outcome

Outcome logging is available for outbound calls.

Steps:

On the end-call screen, find the Call outcome field.
Review the suggested outcome. Aircall pre-fills this based on your account's call-type settings, for example "No answer" for an unanswered call.
Select a different outcome if needed. The list shows your account's own outcomes, including any custom values configured in your HubSpot portal.
Your selection is saved back to the HubSpot call record when you close the wrap-up screen.

Note: Nothing is written to HubSpot until you make an explicit selection. The pre-filled suggestion is a starting point only.

Taking follow-up actions

The Quick Actions section on the end-call screen lets you trigger the most common post-call steps without leaving the CTI.

Create a follow-up task: Select a due date and the task is created in HubSpot, pre-populated with the matched contact.
Enroll in an Aircall campaign: Select from your active Aircall campaigns to add the contact directly from the end-call screen. This is dependent on beta enrollment.
Enroll in a HubSpot sequence: Select from your available HubSpot sequences to enroll the contact immediately.

Note: HubSpot sequence enrollment requires the agent to have a paid HubSpot Sales Hub seat. If you do not see sequences available, check with your HubSpot admin that your seat includes this access.

Controlling which actions you see

Good to know

Quick Actions respect your wrap-up time. The time available is governed by the wrap-up window configured by your admin. Complete your associations and follow-up actions before the timer closes.