Why Periti

Customer-Outcomes driven

Our focus is on ensuring that your systems, platforms and processes support you in doing business how you want to serve your customers.arrow

HubSpot Centric

Having deep expertise in HubSpot and other core business systems enables us to integrating and customize your tech stack seamlessly..arrow

 

Transform Your Service & Support with Service Hub + Aircall

Discover how to unify customer service and telephony into one seamless experience with HubSpot Service Hub and Aircall.

 

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Differentiation Manifesto

You don’t need another marketing agency. You need a partner who can tackle the most complex HubSpot challenges:

  • Building a 360-degree customer view, finally (no kidding)
  • Integrating with ERP systems that weren’t meant to play together with HubSpot
  • Leverage AI - Breeze and other tools - for optimal performance

This results in better alignment between Sales, Marketing and Service which leads to more efficiency, balance of growth and scale, and overall improved business results. And yes, a customer-facing engine that is at the core of your customer-related processes and metrics.

400+ HubSpot customers around the world have trusted Periti to deliver complex projects to unlock the full potential of HubSpot. That is how we reached HubSpot Elite status and ranked in the top 3 global HubSpot partners in 2024.

 

Reach out, and help us to become Number #1

Discover the Combined Power: HubSpot Service Hub + Aircall

 

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1. 360° Customer View & Contextual Conversations

Benefit: Every customer interaction (calls, tickets, chats, emails) is logged in one place — the HubSpot contact timeline.

Value: Agents see the full history instantly, respond smarter, and avoid repeating questions like "Have we spoken before?"

2. Seamless Ticketing + Calling Workflow

Benefit: Aircall calls automatically create or update tickets in HubSpot, and link to the right contact/deal.

Value: No need for manual logging → faster resolution, better SLA tracking, and fewer things falling through the cracks.

3. Improved Productivity & Speed 

Benefit: Aircall lets agents call from directly inside HubSpot, with click-to-call and call logging.

Value: Agents save time and reduce errors by not switching between tools. It also improves call handling speed and accuracy.

4. Advanced Reporting & Insights

Benefit: Call data (from Aircall) + ticket data (from HubSpot) = powerful dashboards.

Value: Understand agent performance, call volumes, common issues — and make data-driven decisions to optimize service.

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How does it work?


While Large Language Models (LLMs) like ChatGPT or Claude strut around showing off their impressive party tricks, they have one rather embarrassing weakness: they're not exactly what you'd call reliable fact-checkers, resulting in nonsense or generic responses. Not ideal for handling frustrated customers.

This is where RAG, Retrieval-Augmented Generation, comes into play. In Hubspot's Service Hub, you can share certain Information such as Documents (PDFs), websites, blogs, as well as Knowledge Base Articles and Files, supercharging the LLM behind the Chatbot with valuable context. All the information provided is stored in a so-called multidimensional vector database, which makes it digestible for a connected LLM. And that makes a huge difference. So, the information provided to the AI Agent is Key for its perception. 

You won't have to worry about that in detail, but if you are interested, here's how it works:

  1. User types in a message.
  2. Chatbot searches the database for related information
  3. Database returns data relevant for this request. e.g. if the User is asking for a return process, that could be a website describing that process.
  4. Question and the context information, e.g. the website describing returns + parameters regarding tonality, etc., is forwarded to the Language Model.
  5. LLM responds with an answer to the Prompt.
  6. Answer is forwarded to the User.

Again, the Key here is Context. The more contextual information that can be shared with the LLM, the better and accurate the response.

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Power Up with AI on Aircall & HubSpot

Unlock the full potential of your customer conversations with AI-powered insights. With Aircall and HubSpot integrated, your teams get:
  • Real-time transcription & call summaries
  • Smart sentiment analysis for every interaction
  • Automated task creation & follow-ups
  • Data-driven coaching insights for managers
  • Executive-level reporting with AI dashboards

Do you want to learn more? Here's a Customer Story!

 

Click on the Case study to read the full PDF and learn how WeFlex migrated data and processes from Capsule CRM, Zendesk, WIX forms, Click Send (SMS, MailChimp, SendinBlue ) and Aryza to HubSpot & Aircall. 

The Downsides of “No System” or “Standalone Tools”

 

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