Recognise existing customers
The AI Voice Agent identifies existing contacts and uses available HubSpot data, helping callers avoid repeating information they have already provided.
HubSpot CRM Integration with AI Voice Agents
Connect Voice Logica with HubSpot CRM and use your customer data in every phone conversation.
The AI Voice Agent can identify existing contacts, retrieve CRM information, update contact details, and log new leads and calls. Your team gains a more complete view of customer calls, with less manual data entry.
From phone conversations to CRM updates
A call can bring a new sales enquiry, a change in contact details, or a request to speak with your sales team. When this information is entered later, your team spends additional time gathering what was discussed.
The HubSpot integration allows the AI Voice Agent to use available data and record new information against the right contact. You decide which information it can read and which actions it can perform.
What can the HubSpot integration do?
Identify contacts and retrieve information
The Agent can look up existing contacts using details such as their phone number or email address. It uses authorised data, including contact details, lifecycle stage, previous interactions, and information from associated deals.
Update fields and custom properties
New information provided by the caller can be added to the relevant record. Updates are limited to the fields and custom properties you have authorised, according to your workflow.
Create new contacts
For a new prospect, the Agent can collect contact details, create a contact in HubSpot, and record what they are interested in.
Log call activity
The call can be linked to the right contact, along with its purpose and outcome. Sales and support teams have the information they need for the next conversation.
Key use cases
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Capture new leads
It collects new callers’ details and interests, creating contacts in HubSpot so the sales team can follow up.
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Update contact details
It updates email addresses, phone numbers, or other authorised fields using information provided by the caller during the conversation.
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Record sales follow-up requests
It records requests to speak with a sales representative against the right contact, helping the team organise its next action.
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Record call outcomes
It adds the purpose and outcome of the call to HubSpot, giving the team a clear picture before the next conversation.
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Handle after-hours enquiries
It collects contact details and requests when your team is unavailable, making them accessible in HubSpot when the team returns.
Benefits for sales and customer service
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Less manual work
Reduce the time spent entering contact details and logging calls.
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Up-to-date CRM data
Keep information provided by callers in one place.
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More organised follow-up
Give your team a clearer view of phone enquiries and next steps.
How to get started
Connecting HubSpot with Voice Logica takes just a few steps:
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Open Artificial Intelligence → Integrations in Voice Logica.
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Add a new HubSpot Integration.
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Complete the one-time HubSpot authorisation for your organisation.
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Enable the HubSpot tool for the appropriate AI Voice Agent.
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Select the information and actions that will be available to the Agent.
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Optionally, enable automatic logging of call activities.
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Test the selected scenarios before activation.
Once the connection is complete, the AI Voice Agent can use authorised HubSpot information during conversations with your customers.
Frequently asked questions
Can I control which data the Agent reads or changes?
Yes. Reading information, updating fields, creating contacts, and logging calls can each be configured separately.
Are HubSpot deals supported?
Yes. The AI Voice Agent can use authorised information from associated deals during the conversation.
Do I need to provide my HubSpot password?
No. The connection uses OAuth authorization. Your password is neither entered into nor stored by Voice Logica.
Connect your phone conversations with HubSpot
Discover how the integration can work for your business, based on your sales and customer service needs and the workflows you use in your CRM.
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