How do I link to my CRM from the call screen?Last Updated: August 07, 2019
Linking to your CRM is crucial in collecting relevant information for your team. This way, your CRM will be able to retain all the information from a call.
All the information from a call is probably important to you. If so, once you're in a call, head to the top right of the call screen and click Link to CRM (for us- that's Salesforce).
You can also click the CRM icon on the right-hand side (for us, that's Salesforce -- hence the cloud). You'll get the Hubspot icon if you're using their CRM instead.
You can connect to a contact, lead, account or opportunity in SFDC as well as contacts and deals in Hubspot. This is also possible during the Wrap Up phase of the call.