Create a call report in HubSpot

Calls sent by Onoff to HubSpot can be used to create reports, for example to track how many calls each team member makes.

Example: answered outbound calls per member

1. In HubSpot, open Reports and create a new report.
2. Choose the Activities data source.
3. Add a filter on the activity title: "starts with" Outbound answered call.
4. Group results by User.
5. Choose the date range and chart type.

The report shows the number of answered outbound calls per member over the period. Change the filter keyword to track other activities.

Filter by call tag

Tags added in Onoff are sent in the onoff_call_tags property of HubSpot calls. Add a filter on this property to track, for example, calls tagged "Meeting booked".

Good to know

• Only calls logged in HubSpot appear in your reports. By default, calls with numbers not in HubSpot aren't logged: see "Connect your CRM to Onoff Business".

Related articles

• HubSpot: calls, SMS and contacts
• Call tags
• User logs