This article will explain the software downloads and applications required for company mobile phone users (associates working in the field) for HubSpot and Aircall.
As Swagelok Bristol uses iPhones, you will require an iPhone iTunes login and password to be able to upload all necessary mobile applications. Once you have an iTunes login and password, go into the iTunes App Store on your mobile phone and then click "Search".
Install the Google Chrome app - Search for Google Chrome and download the app.
Install the HubSpot Sales App - Search for HubSpot and download the app. Sign into your HubSpot account.
Install the Aircall mobile app - Search Aircall and download the app. Sign into your Aircall account.
Install the Outlook 365 app - Search Outlook 365 and download the app. Sign into your Microsoft account (use your Windows password).
After installing all the above applications and signing in to each, you will need to define the settings required.
For the HubSpot app, click on "More" in the bottom right corner of the app, and then choose "Settings".
In "Settings", if you are in the sales team, set your "Call Client" to "HubSpot Sales Calling", and ensure the currency is set to British Pound.
Go into "Notifications" and set "Activity Feed (Email activity notifications)" to ON. Set "Deal Mention" to ON also. Then go into "Contacts" and select ON for both Contact and Company mention. Finally, go into "Tasks" and set "CRM task mention" to ON.
For the Aircall app:
For HubSpot to work effectively you must use the Outlook 365 app on your mobile phone (NOT the iPhone built in mail app as this doesn't route correctly to HubSpot). Within the Outlook 365 app there is no need to apply any signature options as this will be handled in the cloud. If you have applied any signature options within the Outlook 365 app on your mobile, please remove them.