Here is a comprehensive walkthrough covering the HubSpot subscription packages accepted by Koncert, how and where to map dispositions from HubSpot, the field types supported in Koncert, mandatory columns or fields in a HubSpot list, the types of reports uploaded into Koncert, the process for importing reports and call sequences from HubSpot, dialing HubSpot records, and detailing the field updates and workflows managed within Koncert.

HubSpot package accepted by Koncert

The following types of packages can be accepted Koncert

• Enterprise
• Pro
• Starter

Sign Up with Koncert

Workspace lets HubSpot users get started quickly with Koncert. It simplifies the process of creating your Org and User accounts in the Koncert platform. This reduces assistance from Support so your users can get started immediately.

• The user who signs up for the first time in Workspace will be considered an Admin and will be able to add other users by sending manual invites or by automatic signup process. 
• For any questions or assistance, please contact Koncert Support at support@koncert.com.

For detailed instructions, please refer to the section HubSpot - Sign Up.

Map Call Dispositions

After logging into the Koncert portal, it is mandatory to map the Koncert Call Dispositions with the HubSpot Call Dispositions, for mutual synchronization of call activities.

Please refer to the article How to map dispositions to HubSpot? for detailed instructions.

Reports uploaded into Koncert

The following type of reports can be uploaded into Koncert for dialing.

• Contact Lists

Mandatory columns/fields in a HubSpot list

The following columns/fields are mandatory for the HubSpot report.

• Account Name/Company Name
• Name (First & Last)
• Phone (other phone fields are accepted as well if added as a custom field in Koncert)

Field Types Supported

The HubSpot field types supported by Koncert are as follows:

• Single-line text
• Number
• Phone Number
• Date picker
• Dropdown select
• Radio select

Please refer to the article HubSpot Integration - Custom Fields for comprehensive details.

Fetch HubSpot Fields to Koncert

The Koncert's Administration » Custom Fields tab is used to bring up the custom fields from HubSpot and enable them to be used in the Koncert portal.

By default, Koncert includes the mandatory fields of the HubSpot and automatically maps with the respective Koncert fields. If necessary, you can map the remaining fields.

Please refer to the article HubSpot Integration - Custom Fields for detailed information about custom fields.

Import HubSpot reports into Koncert for dialing

To dial a list from the HubSpot CRM in Koncert, you need to first import your list into Koncert, either into the Lists tab or into a Session tab. Koncert automatically creates a copy of the report in the Lists tab when you upload it directly into the Session tab. This feature is accessible only to customers whose HubSpot CRM is integrated with Koncert.

Please refer to the article How do I import call list(s) from HubSpot? for detailed information.

Dial the imported HubSpot records

The HubSpot call list(s) that have been uploaded from the Lists tab or the Session tab will be displayed in the Session tab for dialing.

Please refer to the article How do I dial the imported HubSpot records? for detailed information.

Field Updates and Workflows in Koncert

Between Koncert and HubSpot, the following fields and workflows can be synced.

Contact

• Call Counter – Number of times a prospect is dialed in Koncert
• Talker Field Update – The Last Talker Call Disposition for this prospect
• Attempted Field Update – The Last DA/AI Engine Disposition for this prospect

Task/Activity

When a call is completed, an activity will be created with the below information updated by default (Talker and Attempted)

• Subject – Subject
• Comments – Description
• Call Result – Call Disposition

These fields are on the Task Object

Activity Object (only)

• Call Recording – The call recording URL will be updated to the HubSpot » Activity. This allows customers to listen right from HubSpot instead of going into Koncert. 
• Call Duration – The length of the call
• Caller ID – Caller ID displayed to the prospect
• Dialed Phone Number – The phone number of the prospect to which the dial is made

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.