Agentova + HubSpot: your AI agents keep your CRM up to date
Connect your HubSpot account and your Agentova agents work directly in your CRM. Lily, the phone agent, files every call there: contact record, deal, callback task and conversation summary. Arthur, for his part, can message new or updated HubSpot contacts through an automation, and add the leads captured on your social channels.
Connect HubSpot for freeWhat your agents do with HubSpot
Every caller recorded in HubSpot
During the call, Lily creates the caller's contact record in HubSpot, or fills in the existing record (matched by email or phone number) without overwriting what's already there. If an opportunity comes up, she opens a deal linked to the contact, and she sets a callback task for the agreed date.
With LilyThe caller recognized, the call logged
When she picks up, if the "Recognize the caller" action is enabled on the agent, Lily looks up the caller's number in your HubSpot contacts to greet them by name. After the call, the conversation summary is added as a note on their record.
With LilyA message to every new or updated contact
An automation watches your HubSpot contacts and sends a WhatsApp message or an email that you write, personalized with fields from the record. You can set a delay before sending.
With ArthurSocial media leads sent to HubSpot
A lead captured from a Facebook or Instagram comment, or left on your chatbot, can be created as a HubSpot contact. An existing record, matched by email or phone number, is filled in rather than recreated.
With ArthurHubSpot driven from the conversation
In the chat, ask an agent to find a company, create a deal or enroll a contact in a sequence. It uses the HubSpot actions available once the account is connected.
Actions available in HubSpot
- Contacts
- Create or update a contact, including in bulk · Find a contact · Add a note to a contact · Add a contact to a list · Enroll a contact in a sequence or workflow
- Companies
- Create a company · Find a company · Update companies, including in bulk
- Deals, leads and tickets
- Create, find and update a deal · Create and update a lead · Create a ticket · List pipelines and their stages · View quotes
- Activities
- Create a task, a note or a meeting · Book a meeting through a scheduling link · List emails and meetings associated with a record
- Search and objects
- Search the CRM · Read an object's properties · Create and update custom objects · Create associations between objects
- Inbox
- List conversations and their messages · Send a message in a conversation · Archive or unarchive a conversation
- Marketing and content
- Create or clone a marketing email · Create a form or a landing page · Create, schedule or publish a blog post
Connect HubSpot to Agentova
- Create your Agentova workspace, then open the AI Brain, Integrations tab.
- Search for HubSpot and click “Connect”.
- Authorize access on the HubSpot sign-in page. The connection goes through Pipedream, our integrations partner.
Frequently asked questions
What does Lily write to HubSpot after a call?
If the CRM logging action is enabled on the agent, Lily creates the contact or fills in the existing record (matched by email or phone number), can create a deal and a callback task, then adds the call summary as a note on the record. If the contact cannot be found, no empty record is created for the note.
Do I need a paid HubSpot subscription?
No. Any HubSpot account, including a free one, can be connected. Some marketing actions, such as sequences or workflows, do depend on the features included in your HubSpot subscription.
Does the automation also trigger on an update?
Yes. The trigger offered in Agentova covers a new or updated contact in HubSpot. The message goes to the email or phone number on the record.
Does the agent act on its own in HubSpot?
It acts on its own in two cases that you configure: during and after a call handled by Lily, and in an automation triggered by a contact. Outside of these cases, an agent uses HubSpot when you ask it to in the conversation.
Can I connect several HubSpot accounts?
Yes. An Agentova workspace can link several HubSpot accounts, depending on your plan; one of them is set as the default account. You choose the account when setting up an automation or a Lily action; in the conversation, the agent uses the default account.
Can I connect HubSpot to ChatGPT?
Agentova does not connect HubSpot to ChatGPT. Its own agents connect to your HubSpot account: Lily files your calls there, an automation messages your new or updated contacts, and in the chat an agent uses HubSpot actions when you ask.
How do I disconnect HubSpot from Agentova?
From the AI Brain, in the Integrations tab, remove the HubSpot account. The agents then lose access to its data and actions.
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