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Integrate AI Voice Agents with HubSpot
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Connect your AI voice agents to HubSpot so they can use real-time CRM data for customer service and sales automation. With that context, your AI agent becomes a smart sales assistant that can not only retrieve information but also create and update records, manage associations, and add notes and tasks.
Actions AI Voice Agents Can Perform with This Integration
With the HubSpot integration, your AI voice agents can take the following actions:
Retrieve real-time data during a call
- Pull matching CRM records as soon as the call starts.
- Read the key context such as deal stage, last activity, renewal date, and custom properties to tailor a conversation.
Create and update lead, contact and company records
- Identify the caller and find matching records by name, phone, or email.
- Create new lead, contacts, or companies or update existing records.
Manage CRM associations
- List and review associations (e.g., a company’s contacts and their roles).
- Add or modify associations between contacts and companies (e.g. add a contact to a company record)
Save call outcomes and set up tasks
- Add notes after a call to the contact, lead, or company record.
- Add tasks to the contact, lead, or company record.
How to Get Started?
Steps to connect to Hubspot
Log in to your DialLink account.
Go to the system settings.
Open the MCP Server Settings.
Click + to add a new server.
Select the HubSpot integration.
Enter the Access Token from HubSpot for authentication.
Assign the HubSpot MCP server to your AI voice agent.
What You Get from HubSpot Integration
Personalized conversations
AI voice agents instantly pull relevant CRM records at the start of a call, using that context to respond accurately, personalize the conversation, and keep interactions timely and consistent.
Up-to-date CRM you can trust
Keep every record current after each interaction, with accurate outcomes logged, so your sales and customer success teams can rely on the data to drive decisions.
Reduce manual data entry
Let AI handle routine CRM updates, associations, and task creation, freeing your team from repetitive work and allowing them to focus on moving deals forward.
Explore other integrations:
Cal.com
Give AI voice agents real-time access to your calendar to manage bookings.
Intercom
Let AI voice agents access complete information about contacts and their conversations.
Salesforce
Automatically sync DialLink calls, voicemails, and text messages in your Salesforce account.
Shopify
Automatically create and update contacts across DialLink and your Shopify store.
