Let your AI voice agents take action in HubSpot
Connect your AgentVoice voice agents directly to HubSpot CRM to deliver personalized, context-aware phone conversations at scale. Your agents instantly access contact records, company details, and deal history during live calls. Then automatically log every interaction and update your pipeline after hanging up.
No more manual call logging. No more missed follow-ups. Your voice agents become an extension of your sales and support team, handling the CRM work that used to eat hours of your team’s day.
What your agent can do
During the call
- Look Up Contacts — Instantly retrieve contact details, company info, and deal history by phone number or email during a live conversation.
- Create New Contacts — When a caller isn’t in your CRM, your agent creates their contact record in real-time without interrupting the conversation.
After the call
- Log Call Activity — Automatically log call duration, transcript, outcome, and recording URL to the contact’s timeline in HubSpot.
- Update Deal Stage — Move deals through your pipeline based on call outcomes — qualified, booked, needs follow-up, or closed.
Use Cases
Inbound Sales Qualification
- Voice agent answers inbound calls with full context from the caller’s HubSpot record
- Qualifies leads using your custom criteria and updates deal properties in real-time
- Books meetings with your sales team when a lead is qualified, skipping the SDR step
Customer Support Triage
- Agent identifies the caller and pulls their support history from HubSpot tickets
- Resolves common issues using knowledge base content linked to their account
- Creates and assigns tickets for complex issues that need human attention
Post-Call Pipeline Automation
- Every call automatically logged with full transcript and AI-generated summary
- Contact properties and tags updated based on call outcome classification
- Follow-up tasks created and assigned to the right team member