HubSpot Integration

Automate outbound phone calls from HubSpot workflows using UponAI voice agents.

The UponAI HubSpot integration enables the Make a Phone Call action in HubSpot workflows. This creates an outbound call using your AI agents and pauses the workflow until the call finishes.

Once a call completes, HubSpot is automatically updated with:

• Activity Timeline — post-call analysis and call summary
• Call Log — recording and detailed transcript
• Company Record — call logs appear on the associated company timeline

Installing the Application

1. Initiate installation

   Click Connect app when prompted during installation in the HubSpot Marketplace.

2. Complete the integration form

   You will be redirected to an external integration form.

3. Get your API key

   In your UponAI dashboard, navigate to Settings → API Keys. Copy the Secret Key (Webhook) and paste it into the UponAI API Key field on the form.

4. Configure webhook URL

   Copy the Webhook URL from the form and paste it into Settings → Webhooks in your UponAI dashboard.

5. Save and return

   Click Save, close the page, and return to HubSpot.

Using the Application

HubSpot workflows can trigger outbound calls automatically based on events. Common use cases:

Use Case	Trigger
New lead qualification	Lead submits a form
New contact created	Contact added to CRM
Deal stage changes	Deal moves to a specific stage
Re-engagement	Contact inactive for a set period
Appointment reminders	Based on a date property
Post-purchase follow-up	After a purchase event

You must have a UponAI account and an agent with a connected phone number.

Step 1: Create the HubSpot Workflow

1. Create a new workflow

   Navigate to Automation → Workflows and create a new workflow. Choose your trigger:

   • Form submission — trigger when a lead fills out a form
   • Record created — trigger when a new contact is added
   • Property value change — trigger when a deal stage or lead status changes
   • Date-based — trigger on a specific date property
2. Add phone number condition

   Add a condition for Phone number is known to ensure the workflow only triggers for contacts with valid phone numbers.

   You can add more conditions to qualify contacts further — by lead status, lifecycle stage, contact owner, or custom properties.

3. Add UponAI action

   Click the (+) button → select UponAI → Make a Phone Call under “Integrated apps”.

4. Configure the call

   • From: Select the UponAI agent / phone number
   • To: Select the contact’s phone number token
   • Dynamic Variables (Optional): Pass data like the contact’s name in JSON format. Ensure all values are in quotes.
5. Add outcome branches

   After the call completes, branch your workflow based on the Call Success output:

   If successful:

   • Send a follow-up email
   • Create a task for sales review
   • Update the contact’s lifecycle stage
   • Add to a nurture sequence

   If unsuccessful (no answer, voicemail, etc.):

   • Schedule a retry call
   • Send an SMS or email as an alternative touchpoint
   • Add to a “needs follow-up” list

   You can also branch on User Sentiment or Call Outcome for more granular logic.

6. Publish the workflow

   Click Review and publish to activate.

Step 2: View Call Results in HubSpot

1. Open the contact record

   Navigate to CRM → Contacts and open the contact that was enrolled.

2. View call analysis

   Check the Activity tab. Ensure your activity filters include “UponAI.”

   Each call shows:

   • Default Call Results — summary, duration, voicemail detection, user sentiment, call outcome
   • Custom Analysis — additional fields configured via Post-Call Analysis in UponAI
3. View call log and recording

   Check the Calls tab for the full call log and recording.

Uninstalling the Application

1. Navigate to Connected Apps

   Go to Connected Apps and select UponAI.

2. Uninstall

   Navigate to the General Settings tab and click Uninstall.

Your data will be deleted from UponAI records and the app will be removed from HubSpot.