> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zuper.co/llms.txt
> Use this file to discover all available pages before exploring further.
# Connect Dialer in HubSpot
## **Overview**
The Zuper Connect dialer works seamlessly inside HubSpot, so you can make and receive calls without switching apps. This lets you stay focused on your contacts, deals, and other HubSpot tasks while handling calls.
Zuper Connect – HubSpot Integration: [Call Activities Sync](https://docs.zuper.co/Zuper_Connect/Zuperconnect-HubSpot-Integration)
## **Key Capabilities**
* Make calls to customers or other Zuper Connect agents.
* Receive incoming calls with alerts.
* Check your recent call history.
* Initiate calls directly from customer or user profiles within HubSpot.
* Use basic call tools like **hold**, **mute**, **transfer**, **warm**, and **cold** call transfers.
## **Prerequisites**
Before starting, ensure these are set up:
1. **HubSpot Account**: You need an active HubSpot account.
2. **Zuper-HubSpot Integration**: Connect your [Zuper account to HubSpot](https://docs.zuper.co/Integrations/CRM/Zuper_HubSpot_Integration).
3. **Active Zuper Connect Subscription**: You must have a valid subscription.
## **Accessing the Dialer**
To open the Zuper Connect dialer from HubSpot:
1. Click the HubSpot calling icon.
2. Choose Zuper Connect, with the connect dialer opens as a dialog window.
**Important:** The "**Open calling window**" button appears only when the dialer window is closed
Using Split Screen keeps the dialer visible, helping you avoid missed calls and work more efficiently in HubSpot.
## **Set up split screen**
1. Open the **Zuper Connect Dialer** window.
Right-click on the maximize button and select **Split Screen Window**.
2. Keep **HubSpot** open on the other side of the screen to manage contacts, deals, and activities while handling calls.
## **Logging into Zuper from HubSpot**
### **Accessing the Dialer**
To open the Zuper Connect dialer from HubSpot:
1. Click the HubSpot calling icon.
2. Choose Zuper Connect, with the connect dialer opens as a dialog window.
3. Enter your **Company Name**.
4. Enter your Email Address.
5. Enter your Password.
6. Click Login.
After successful authentication, you will be redirected to the dialer interface, where you can start making and receiving calls.
## **Best Practices: Window Management**
### **Understanding the Window Setup**
The Zuper Connect dialer runs in a **separate browser window** from HubSpot. This allows you to:
* Keep the dialer visible while working in HubSpot.
* Receive call notifications while multitasking.
* Manage calls independently of HubSpot navigation.
## **Handling Incoming Calls**
### **When the Dialer Window Is Open**
1. You will hear an audio notification.
2. The dialer window does **not** automatically come into focus.
3. Manually click the dialer window.
4. Click **Answer** to accept the call.
### **When the Dialer Window Is Closed**
Using split screen helps avoid missed calls and improves efficiency.
1. A notification appears in the HubSpot widget.
2. Message shown: *"Please use the calling window to answer this call."*
3. Click **Open calling window**.
4. Log in if required and answer the call.
When a call is active, the widget displays **Call in progress**.
### **Reopening the Dialer**
If the dialer window is closed:
1. The widget returns to its default state.
2. **Open calling window** becomes available again.
3. Click to reopen the dialer.
4. Log in again if the session has expired.
## **Best Practices**
### **Split Screen Setup (Recommended)**
Using split screen helps avoid missed calls and improves efficiency.
**Benefits**
* Dialer always visible
* Instant access to call controls
* Easy multitasking in HubSpot
**How to Set Up**
1. Open the **Zuper Connect Dialer** window.
Right-click on the maximize button and select **Split Screen Window**.
## **Key points**
* Keep the dialer window open during working hours
* Set a default phone number
* Ensure your status is **Available** when ready to receive calls
Avoid logging into Zuper Connect on multiple platforms at the same time, and you will be able to use it only on one screen with the same login.
## **Troubleshooting**
### **Cannot see the Dialer Icon**
* Confirm Zuper Connect is integrated with HubSpot
* Check user permissions
* Refresh HubSpot
* Clear browser cache
### **Login Issues**
* Verify company name, email, and password
* Ensure Zuper Connect subscription is active
* Contact your admin if credentials are forgotten
### **Unable to Make or Receive Calls**
### **One Call at a Time Limitation**
You can only be active on **one call at a time** across all Zuper Connect instances.
**Scenario**
* If you are on a call in the native Zuper app, the HubSpot dialer cannot be used
* You may see: *"You are on another call."*
### **Solution**
* End the active call first.
* Use only one Zuper Connect instance at a time.
**Dialer Window Not Responding**
* Close and reopen the dialer.
* Hard refresh (Ctrl+Shift+R / Cmd+Shift+R).
* Try a different browser.
* Check internet connectivity.
## **Support**
**Before Contacting Support**
Please verify:
* Active HubSpot account
* Zuper–HubSpot integration is complete
* Active Zuper Connect subscription
* Correct login credentials
* Updated browser
* Not logged into Zuper Connect on multiple platforms with the same account
If the issue persists, contact [**Zuper Support**](mailto:support@zuper.co) for further assistance.
## FAQs
The **Zuper Connect Dialer** is a calling tool built directly into HubSpot, so you can make and receive calls without switching applications. It includes outgoing calls to customers or internal Zuper users, incoming call notifications, recent call history, direct dialing from contact and deal records, and in-call controls such as hold, mute, transfer, and conference.
You need the following:
* An active HubSpot account, on any plan.
* A Zuper account connected to HubSpot.
* An active **Zuper Connect** subscription.
If your subscription is inactive, you see a **Contact Support** prompt during login.
Follow these steps to log in:
1. Select the **HubSpot dialer** icon, and choose **Zuper Connect**.
2. Enter your **Company Name**.
3. Enter your **Email Address**.
4. Enter your **Password**.
5. Select **Login**.
Zuper Connect takes you directly to the dialer interface.
Follow these steps to open the dialer:
1. Select the **HubSpot dialer** icon to open the **Zuper Connect** dialog box.
2. Open the widget.
3. Select **Open calling window**.
A new browser window launches for login. The **Open calling window** button appears only when the dialer is closed, to prevent multiple windows from opening.
Set your status to control incoming calls:
* **Available** (green): you are ready to receive calls.
* **Unavailable**: incoming calls do not come through.
Follow these steps to make a call:
1. Go to the **Dialer** tab.
2. Select your country code.
3. Enter the number on the dial pad.
4. Select the **Call** icon.
Use backspace to correct mistakes on the dial pad.
Follow these best practices:
* Use split-screen view, and snap the dialer to one side with HubSpot on the other.
* Keep the dialer open during working hours.
* Set a default phone number.
* Stay **Available** when you are ready to take calls.
* Never log in with the same account on multiple devices at the same time.
You can be on only one active call at a time across all Zuper Connect applications. If you are on a call in the native Zuper app, the HubSpot dialer is blocked, and you see the message **You are on another call**.
To fix this, end the other call first, or use separate user accounts for each application.
If the issue continues, contact [Support](mailto:support@zuper.co).
If the dialer icon does not appear, follow these steps:
1. Confirm that the integration is active.
2. Confirm that your permissions are correct.
3. Refresh HubSpot.
4. Clear your browser cache.
If you cannot log in, double-check your company name, email address, and password, and confirm that your subscription is active. Contact your administrator if you forgot your credentials.
If the issue continues, contact [Support](mailto:support@zuper.co).
Follow these steps:
1. Close the window, and reopen it.
2. Hard refresh your browser (Ctrl + Shift + R on Windows, or Cmd + Shift + R on Mac).
3. Try a different browser.
4. Check your internet connection.
If the issue continues, contact [Support](mailto:support@zuper.co).
To access settings, select the settings icon in the top bar.
To log out, select **Logout**, and then select **Confirm**. Zuper Connect returns you to the login screen.