Step 1: Open the Contact Profile
You can just go ahead and just navigate to the contact you want to call. On the right-hand side of the contact's profile, you'll find a section titled Call via CallPage. Click on the button to call this client via CallPage.
Step 2: Select Widget and Phone Number
A CallPage window will pop up. From here:
Select the widget you want to use to make the call.
Confirm or edit the phone number of the contact.
Click Call to initiate the connection.
Step 3: Call Confirmation
Once the call is initiated, you’ll see a confirmation that the call attempt has started. The contact will receive a call from your CallPage widget.
Step 4: Track the Call Activity
All calls made through CallPage will automatically be logged under the Activities tab in the contact's profile in HubSpot. You can review call details, including timestamps and call status (answered, missed, etc.).