HubSpot + AI Voice Agents: Automate Your CRM

Native HubSpot integration that creates contacts, logs calls, and triggers workflows—all automatically.

What is the HubSpot Integration?

PicoCrate's HubSpot integration connects your AI voice agent to your HubSpot account. Every call creates or updates Contacts, logs Engagement activities, and can enroll leads in Sequences or trigger Workflows. Perfect for businesses using HubSpot for marketing, sales, or service.

How the HubSpot Integration Works

Seamless connection to HubSpot CRM

1

Connect HubSpot Account

OAuth connection to your HubSpot portal. Works with Free, Starter, Professional, and Enterprise tiers.

2

Configure Property Mapping

Map call data to HubSpot contact properties, including custom properties you've created.

3

Set Up Workflow Triggers

Trigger HubSpot Workflows based on call outcomes for lead nurturing, notifications, or task creation.

4

Real-Time Sync Active

Calls sync instantly. Contacts created, engagements logged, workflows triggered in real-time.

HubSpot Integration Features

Full HubSpot CRM connectivity

Contact Sync

Create new contacts or update existing ones with call data and caller information.

Call Logging

Log every call as an Engagement with duration, notes, recording, and outcome.

Workflow Triggers

Trigger HubSpot Workflows to automate follow-up, notifications, and lead nurturing.

Deal Updates

Create or update Deals based on call outcomes and sales conversations.

Sequence Enrollment

Automatically enroll leads in Sales Sequences for consistent follow-up.

Meeting Booking

Appointments sync to HubSpot Meetings with all contact and event details.

Setup Overview

Connect to HubSpot quickly

Typical setup time: 10-15 minutes

Setup Steps

  1. 1Log in to your PicoCrate dashboard
  2. 2Navigate to Integrations > HubSpot
  3. 3Click "Connect HubSpot" and authenticate
  4. 4Select your HubSpot portal if you have multiple
  5. 5Map call data to HubSpot contact properties
  6. 6Configure Workflow triggers for call events
  7. 7Test the connection with a sample call
  8. 8You're connected—calls now sync to HubSpot

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HubSpot Integration FAQs

Common questions about connecting PicoCrate to HubSpot

Yes, our integration works with HubSpot Free CRM for basic contact sync and call logging. Workflows and Sequences require HubSpot Professional or higher.

Yes, you can configure the integration to create Deals when calls meet certain criteria, like qualified leads or appointment bookings.

You can automatically enroll new leads in HubSpot Sales Sequences based on call outcomes. This requires HubSpot Sales Professional or higher.

Yes, we support mapping to any custom contact properties you've created in HubSpot.

We can create Tickets in Service Hub from support calls, including all call details and transcripts.

Yes, you can connect multiple HubSpot portals and route calls to different portals based on your configuration.

Ready to Connect HubSpot?

See how AI voice agents integrated with HubSpot can automate your lead capture and follow-up. Get a free demo today.