HubSpot

Integrate HubSpot with your voice AI agent to automatically manage contacts, deals, and more.

The HubSpot integration enables your voice AI agent to sync post-call data into your CRM. You can automatically create and update contacts, deals, and tickets based on extracted variables from the conversation.

You connect HubSpot once, here in the dashboard. Then you can attach it to agents here, or from your own code over the API.

Key benefits

One-click OAuth integration
Automatic syncing of leads and deals post-call
Streamlined contact and CRM record creation

Setup option 1: from the main dashboard

Open the integrations page

Go to the Integrations page in your dashboard and select the All Integrations tab.

HubSpot integration setup from dashboard

Connect HubSpot

Find the HubSpot card and click Connect. Enter your integration name and description, then click Connect with HubSpot.

HubSpot Connect Card

Authorize via OAuth

An OAuth popup will appear. Log in to your HubSpot account and grant access.

HubSpot OAuth authorization flow

Attach to your agent

Go to your agent's edit page, open the Integrations tab, and attach the HubSpot integration from the dropdown.

Setup option 2: from agent configuration

Open the agent's integrations tab

Navigate to your agent's edit page and select the Integrations tab.

Connect a new HubSpot integration

Click Connect New Integration and choose HubSpot. Enter a meaningful integration name and purpose, then click Connect with HubSpot and complete OAuth login. The integration will automatically attach to the agent.

Using with your agent

Your agent will automatically push call summary and extracted data to HubSpot
Based on the call flow, it can create new contacts or update existing ones
You can map variables like name, email, phone, intent, and deal size

Set it up over the API

You connect HubSpot once, in the dashboard. From then on, your code can add it to any agent with the connection's integration_id.

Find the connection's id

API reference: List integrations

curl "https://omnidim.io/api/v1/integrations" \
  -H "Authorization: Bearer YOUR_API_KEY"

Pick the entry whose integration_type is hubspot and note its id. Keep it: the same id works for every agent.

Add HubSpot to an agent

API reference: Add a post-call action

curl -X POST "https://omnidim.io/api/v1/agents/158910/post-call-actions" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "hubspot",
    "integration_id": 816,
    "object_name": "contact"
  }'

object_name is required: contact, company, deal or ticket. HubSpot gets a fixed set of fields for that object, so this action takes no extracted_variables. The agent's other post-call actions are not touched.

Repeat for other agents

Send the same request with another agent's id. You don't connect HubSpot again.

For changing and removing actions, see Post-call actions over the API.

Tips for effective integration

Use clear and consistent naming for integrations
Ensure your HubSpot user has access to create and update contacts and deals
Map only relevant variables to avoid clutter
Test with a sample call to verify record creation in HubSpot

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