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CRM Integration

CallSphere + HubSpot

Connect CallSphere to HubSpot and turn every phone call into a CRM update. AI agents create contacts, track deals, log activities, and trigger HubSpot workflows automatically -- keeping your sales and marketing teams aligned without lifting a finger.

Capabilities

What the HubSpot integration enables

Deal Tracking

AI agents create and advance deals through your HubSpot pipeline based on call outcomes. Stages update in real time.

Contact Sync

New callers become HubSpot contacts instantly. Existing contacts are recognized and enriched with every interaction.

Call Logging & Notes

Every call is logged on the contact timeline with a transcript summary, call duration, and outcome classification.

Workflow Triggers

Kick off HubSpot workflows when the AI agent books a meeting, qualifies a lead, or detects a support issue.

List Segmentation

Automatically add callers to HubSpot lists based on intent, industry, or call outcome for targeted follow-up campaigns.

Meeting Scheduling

AI agents book meetings directly on your HubSpot calendar. Prospects receive confirmation emails with meeting links.

Setup

How to connect HubSpot

Get up and running in four simple steps. Most teams go live in under 30 minutes.

1

Connect HubSpot

Authorize CallSphere via HubSpot's OAuth flow. Select the portal and scopes you want to connect.

2

Configure Pipeline Mapping

Map AI agent outcomes to your HubSpot deal stages and lifecycle stages.

3

Set Up Workflows

Define which events should trigger HubSpot workflows -- new lead, booked meeting, escalation, etc.

4

Launch

Activate the sync. All future calls flow into HubSpot automatically with full context.

Why teams choose this integration

Marketing & Sales Alignment

Call data syncs to both Marketing Hub and Sales Hub, giving both teams unified customer context.

Automated Follow-Up

HubSpot workflows fire instantly after calls, sending emails, assigning tasks, and notifying reps.

Full Funnel Visibility

Track every touchpoint from first call to closed deal. Attribution reporting covers voice interactions.

Ready to connect HubSpot?

See how CallSphere AI agents integrate with HubSpot to automate your workflows. Live demo available -- no signup required.