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CRM & salesVerified

HubSpot

New contacts, deals and tickets in HubSpot before the caller hangs up.

Connect HubSpot and your agent becomes part of your sales and support process. It creates a contact for every new caller, opens a ticket when someone has a problem, and after a qualified conversation creates the deal with the amount and stage you set. Your team opens HubSpot in the morning and the night's calls are already there.

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What your agent can do with HubSpot

  • Create a contact with name, phone, email, company and the reason for the call
  • Open a support ticket with a subject, description and priority while the caller is on the line
  • Create a deal with a name, amount, pipeline and stage after a qualified call
  • Update an existing contact's properties, such as lifecycle stage or notes, after the call

HubSpot exposes 286 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Lead qualification

  1. Caller

    We're looking at payroll software for about 40 staff.

  2. Agent

    Thanks. For 40 staff you'd be on our Team plan. Could I take your name, company and the best email for a proposal?

  3. Caller

    Lina Saab, Saab Logistics, lina@saablogistics.com.

  4. Agent

    Perfect, Lina. I've noted the details and a specialist will send the proposal and call you tomorrow.

Support ticket

  1. Caller

    Our card terminal has stopped connecting since this morning.

  2. Agent

    I'm sorry about that. I've opened a high-priority ticket for your account and the technical team will call you within the hour. Your reference is 4,812.

Returning customer

  1. Caller

    It's Mark from Alder Dental, calling about renewing.

  2. Agent

    Welcome back, Mark. I can see your contract ends in March. Would you like me to set up a renewal call with your account manager, Dana?

How to connect HubSpot

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect HubSpot

    From Integrations in the dashboard, choose HubSpot and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the HubSpot actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Use cases that use HubSpot

Use casesMissed-call recoveryWhen your line is busy or closed, the agent picks up, captures the request and alerts your team, so the caller never reaches your competitor.
Use casesLead qualificationThe agent asks your qualifying questions, scores the answers and hands hot leads to sales with everything written down.
Use casesSupport triageThe agent answers common questions itself and turns the rest into well-formed tickets, routed to the right queue.
Use casesReal-estate inquiriesPortal leads call at all hours. The agent answers listing questions, qualifies the buyer or tenant and books the viewing into the right agent's calendar.
Use casesCustomer win-backThe agent calls lapsed customers with a personal, relevant offer, books them back in and tells you why the others left.
Use casesQuote requestsThe agent asks every question your estimator needs, sends the caller a confirmation and hands your team a request they can price without calling back.

Industries

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Questions, answered.

What happens during the call and what happens after?

Contacts and tickets are created during the call so the caller gets a reference straight away. Deals and property updates run in the post-call step with the full summary attached.

Will it create duplicates?

The agent creates a contact when it has the caller's details and your instructions tell it to. Use HubSpot's duplicate management as usual; the phone number and email are always filled in.

Can it read from HubSpot too?

The agent recognises returning callers through AgentCalls' own caller memory. Reading HubSpot records during a call is on the roadmap.

Which plan includes it?

Tool integrations are included from the Growth plan.

Verified by the AgentCalls team

Put your agent to work with HubSpot.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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