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    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

  1. One-click OAuth integration
  2. Automatic syncing of leads and deals post-call
  3. Streamlined contact and CRM record creation

    4. 3. Setup Option 1: From Main Dashboard

  4. Go to the Integrations page in your dashboard
  5. Select the All Integrations tab
  6. Find the HubSpot card and click Connect
  7. Enter your integration name and description
  8. Click the 'Connect with HubSpot' button to authorize
  9. OAuth popup will appear, log in to your HubSpot account and grant access
  10. Go to your agent's edit page → Integrations tab
  11. Attach the HubSpot integration from the dropdown

    12. Authorize using Connect with HubSpot

    Hubspot integration setup from dashboard

    HubSpot OAuth authorization flow

    HubSpot Connect Card

    Authorize using Connect with HubSpot

    HubSpot integration setup modal

    4. Setup Option 2: From Agent Configuration

  12. Navigate to your agent's edit page
  13. Select the Integrations tab
  14. Click 'Connect New Integration' → Choose HubSpot
  15. Enter a meaningful integration name and purpose
  16. Click the Connect with HubSpot button
  17. Complete OAuth login
  18. Integration will automatically be attached to the agent

    19. 5. Using With Your Agent

  19. Your agent will automatically push call summary and extracted data to HubSpot
  20. Based on the call flow, it can create new contacts or update existing ones
  21. You can map variables like name, email, phone, intent, and deal size

    22. 6. Tips for Effective Integration

  22. Use clear and consistent naming for integrations
  23. Ensure your HubSpot user has access to create/update contacts and deals
  24. Map only relevant variables to avoid clutter
  25. Test with a sample call to verify record creation in HubSpot