How to Connect Your VoiceB.ai Agent with HubSpot

Integrate your VoiceB.ai agent with HubSpot to automatically push call outcomes, lead data, and conversation metadata to your CRM — in real time, with no manual work.

Prerequisites

Before you start, make sure you have:

• An active agent configured in VoiceB.ai

• A Data Collection Schema assigned to that agent (see: Create a Data Collection Schema)

• A HubSpot account with sufficient permissions to install integrations

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Step 1 — Activate the HubSpot Integration

Go to the main menu and click on Integrations. You will see the integrations currently active for your organization. If HubSpot is not already listed, activate it here. Once activated, HubSpot will be available to assign to any of your agents.

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Step 2 — Verify Your Data Collection Schema

Go to Data Collection in the main menu and confirm that the agent you want to connect has a schema configured. The fields defined in your schema (for example: name, phone, email, address) are what will appear in the HubSpot field mapping later. If you have not created a schema yet, do that first before proceeding.

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Step 3 — Connect HubSpot to Your Agent

Navigate to your agent (for example, Angela) and scroll down to the Integrations section. Click the + button and select HubSpot from the list. This option will only appear if HubSpot has been activated in Step 1.

You will be redirected to a HubSpot login screen. Sign in with your HubSpot credentials and accept the permissions to allow VoiceB.ai to push data to your CRM. Once authorized, you will be returned to the agent configuration screen.

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Step 4 — Map Your Fields

After connecting, the HubSpot configuration panel will open automatically. This is where you tell VoiceB.ai which field in HubSpot should receive each piece of data from the call.

The top section shows the default VoiceB.ai call fields:

• Id — the unique call identifier

• Start / End — call start and end timestamps

• From / To — caller and destination numbers

• Agent — the VoiceB agent that handled the call

• Type — call type

• Status — call status

• Transcript — full call transcript (map this or set to Ignore)

• Summary — AI-generated summary (map this to Message or Ignore)

• Tags — VoiceB classification tags (map or Ignore)

Below these default fields, you will see all the fields from your Data Collection Schema — for example Name, Phone, Email, Address. Map each one to the corresponding HubSpot contact property. For example, map VoiceB's email field to HubSpot's Email property.

Any field left unmapped will be ignored and will not be written to HubSpot.

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Step 5 — Configure Constants (Optional)

Below the field mapping, you will find the Constants section. Constants let you inject a fixed value into a HubSpot field on every call, regardless of what the agent collected. This is useful for tagging records with a source, a pipeline name, or an owner that should always be the same.

To add a constant, click Add Constant, select the HubSpot field from the dropdown, and enter the fixed value you want to inject. You can add as many constants as needed.

Example: set HubSpot field "Lead Source" to constant value "VoiceB" so every contact created by the agent is tagged correctly in your CRM.

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Step 6 — Set Trigger Conditions

The Trigger Conditions section controls which call outcomes cause a record to be pushed to HubSpot. This is one of the most important settings for keeping your CRM clean.

You have two quick options at the top:

• All outcomes — every call, regardless of result, pushes a record to HubSpot

• Valid only — only calls with a sales-relevant outcome push a record

Below that, you can select individual outcomes manually. The available outcomes are: Sold, Reschedule, Talk to Agent, Pending, Customer Care, Not Interested, No Answered, Busy, Voicemail, Dropped, Failed, Unreachable, Not Found.

For most sales use cases, we recommend selecting Valid only, which covers Sold, Reschedule, Talk to Agent, and Pending. This prevents invalid calls, voicemails, and no-answers from polluting your CRM pipeline.

If you only want closed deals in HubSpot, select Sold only.

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Step 7 — Save

Click the Save button. Changes are applied immediately. From this point forward, every call that matches your trigger conditions will push data to HubSpot in real time — no delays, no manual imports.

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Deleting the Integration

If you need to remove the HubSpot integration from an agent, scroll to the bottom of the configuration panel and click the red Delete Integration button. This removes the connection for that agent only and does not affect other agents or your organization-level HubSpot activation.

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Need Help?

If you run into login issues, field mapping problems, or want to extend the integration to HubSpot workflows or deal creation, contact support via the Help Center.