HubSpot Integration Guide
Learn how to integrate HubSpot with your voice AI agent to automatically manage contacts, deals, and more.
1. Overview
The HubSpot integration enables your voice AI agent to sync post-call data into your CRM. You can automatically create and update contacts, deals, and tickets based on extracted variables from the conversation.
2. Key Benefits
- One-click OAuth integration
- Automatic syncing of leads and deals post-call
- Streamlined contact and CRM record creation
3. Setup Option 1: From Main Dashboard
- Go to the Integrations page in your dashboard
- Select the All Integrations tab
- Find the HubSpot card and click Connect
- Enter your integration name and description
- Click the 'Connect with HubSpot' button to authorize
- OAuth popup will appear, log in to your HubSpot account and grant access
- Go to your agent's edit page → Integrations tab
- Attach the HubSpot integration from the dropdown
Authorize using Connect with HubSpot
HubSpot OAuth authorization flow
Authorize using Connect with HubSpot
4. Setup Option 2: From Agent Configuration
- Navigate to your agent's edit page
- Select the Integrations tab
- Click 'Connect New Integration' → Choose HubSpot
- Enter a meaningful integration name and purpose
- Click the Connect with HubSpot button
- Complete OAuth login
- Integration will automatically be attached to the agent
5. Using With Your Agent
- Your agent will automatically push call summary and extracted data to HubSpot
- Based on the call flow, it can create new contacts or update existing ones
- You can map variables like name, email, phone, intent, and deal size
6. Tips for Effective Integration
- Use clear and consistent naming for integrations
- Ensure your HubSpot user has access to create/update contacts and deals
- Map only relevant variables to avoid clutter
- Test with a sample call to verify record creation in HubSpot