HubSpot

The HubSpot integration lets your agents read and write CRM data. Look up a contact before calling, create a deal or ticket from the conversation, log a note or task on the record, add contacts to lists and workflows, and add new HubSpot contacts to an agent automatically.

Connect HubSpot

Find HubSpot in the App Center

Open App Center, search for HubSpot, and click +.

Enter a Connection Name, click Connect, and sign in to HubSpot in the pop-up.

HubSpot connection window with a Connection Name field and Connect buttons — Name the connection and click Connect

HubSpot pop-up reading Connecting your Callers.ai account to HubSpot, with Create a new HubSpot account and Sign in buttons — Sign in to HubSpot in the pop-up

Choose the HubSpot account

If you have access to several HubSpot accounts (portals), pick the one to connect and approve access.

HubSpot Choose an account screen listing one account with a Choose Account button — Choose a HubSpot account

Confirm the connection

HubSpot shows a check mark under Connected Apps. To connect another portal, add a second connection.

Available actions

Group	Actions
Contacts	Create Contact, Update Contact, Create or Update Contact, Get Contact, Find Contact
Companies	Create Company, Update Company, Get Company, Find Company
Deals	Create Deal, Update Deal, Get Deal, Find Deal
Tickets	Create Ticket, Update Ticket, Get Ticket, Find Ticket
Line items & products	Create, Update, Get, and Find Line Item; Create, Update, Get, and Find Product
Custom objects	Create Custom Object, Update Custom Object, Get Custom Object, Find Custom Object
Timeline	Create Note (logs a note on a contact, company, deal, or ticket), Create Task (creates a task against a record)
Search	Search Objects: any CRM object with HubSpot’s full filter syntax, sorting, and paging. The Find actions match one or two property values (up to 200 results).
Lists, workflows & subscriptions	Add Contact to List, Remove Contact from List, Add Contact to Workflow, Remove Email Subscription
Associations	Create Associations, Remove Associations, Find Associations, List Association Types
Pipelines & owners	List Pipelines, List Pipeline Stages, Get Pipeline Stage Details, List Owners, Get Owner by ID, Get Owner by Email
Metadata	List Lists, List Object Properties
CMS & files	Create Blog Post, Create Page, Get Page, Delete Page, Upload File
Other	Custom API Call: any HubSpot API endpoint, using your connection’s authentication

Available triggers

Use these on an agent’s Triggers node to add or archive contacts automatically:

Contacts: New Contact, New or Updated Contact, New Contact in List, New Contact Property Change
Deals: New Deal, New Deal Property Change, Updated Deal Stage
Companies: New Company, New or Updated Company, New Company Property Change
Tickets: New Ticket, New Ticket Property Change
Engagement and forms: New Form Submission, New Engagement, New Task, New Email Event, New Email Subscription Change
Products and line items: New Product, New or Updated Product, New Line Item, New or Updated Line Item
Other: New Custom Object, New Custom Object Property Change, New Blog Post

HubSpot triggers are Scheduled: Callers checks for new records every few minutes. See Triggers for setup.

Use HubSpot in an agent

Stage	Example
Trigger	New Form Submission adds every demo request to an outbound agent
Pre-conversation action	Find Contact by phone, then map lifecycle stage and owner to variables
In-call action	Create Ticket when the caller reports a problem
Post-conversation action	Create Deal when the goal was reached, Create Note with the call summary, and Update Contact with the outcome on every call

Create Contact

The form lists your HubSpot contact properties, grouped by their HubSpot property group (for example Contact information: Email). Map the ones you need to variables:

HubSpot property	Value
Contact information: First Name	`{{ firstName }}`
Contact information: Last Name	`{{ lastName }}`
Contact information: Email	`{{ email }}`
Contact information: Phone Number	`{{ phone }}`
Contact information: Company Name	`{{ company }}`
City, Street Address, Country/Region	Optional

Under Advanced, Additional Properties to Retrieve adds properties to the returned contact beyond the defaults (name, email, phone, company, lifecycle stage, and so on). Each run creates a new contact; to avoid duplicates use Create or Update Contact.

HubSpot Create Contact action form with Action Name, Trigger Description, connection, and contact property fields grouped as Contact information — Create Contact configuration

Create or Update Contact

Looks up the contact by Contact Email and updates it, or creates it if none exists, so repeat calls don’t create duplicates. Map the other properties as in Create Contact.

Create Note

Logs the conversation on a record’s timeline. Use it as a post-conversation action with the summary from post-call analysis.

Field	Value
Note Body	The note text; HTML is accepted
Attach To Object Type	Contact, company, deal, or ticket
Attach To Object ID	The record’s ID, for example from a Find Contact step
Timestamp	Optional ISO 8601 timestamp; defaults to now

Create Task works the same way with Subject, Attach To Object Type, Attach To Object ID, and optional Due Date, Body, Status, Priority, and Owner ID (from List Owners).

Custom API Call

Calls any HubSpot API endpoint not covered by a built-in action. Set URL (full URL or a path relative to https://api.hubapi.com), Method, Headers, Query Parameters, and for POST or PATCH a Body Type and Body. Authorization headers come from your connection.

Troubleshooting

Property values are rejected

Use the property’s internal name and a value in the right format: numbers without quotes, dates as ISO strings, and dropdown values that match an option’s internal value exactly. List Object Properties shows the internal names and options.

Duplicate contacts are created

Use Create or Update Contact with the contact’s email instead of Create Contact.

New contacts take a few minutes to arrive

HubSpot triggers are scheduled and run every few minutes. This is expected.

Permission or scope errors

The HubSpot user who connected may not have access to that object. Reconnect with a user who has the needed permissions.

Triggers

Add HubSpot contacts to agents automatically.

Actions overview

Where each action runs and what data it can use.

Salesforce

The equivalent guide for Salesforce.

App Center

Manage connections.

Catalog

App Center

Telephony

Apps

Connect HubSpot

Available actions

Available triggers