How to Connect Your VoiceB.ai Agent with HubSpot

Hubspot Integration.

✅ Prerequisites

• You have already created and activated an AI Agent in VoiceB.ai.

• You have a HubSpot account with appropriate permissions.

🛠 Step-by-Step Setup

1. Open Your Agent Configuration

From your VoiceB.ai dashboard:

• Navigate to the "Your Campaign" or your workspace.

• In the left sidebar, under the agents list, select the Agent you want to connect (e.g., "Anna (SuperVoice)").

2. Scroll to the Integrations Section

Once you're inside the Agent settings, scroll down to the “Integrations” section.

3. Click the “+” Button

Click the + button to add a new integration.

4. Select HubSpot

Choose HubSpot from the list of available integrations.

5. Login to HubSpot

You’ll be redirected to a secure HubSpot login screen.

• Click “Sign in to your HubSpot account”

• Accept the permissions to allow VoiceB.ai to push data to your CRM

Once logged in and authorized, you’ll return to the VoiceB.ai platform.

🔄 Mapping the Call Fields

Now that your integration is active, go back to the Agent’s configuration screen to map the call properties to HubSpot fields.

1. Click the HubSpot icon in the Integrations section.

2. You will see the default VoiceB fields (top 10), such as:

   • Id → Call ID VoiceB

   • Start / End → Start/End - VoiceB

   • From / To

   • Agent, Type, Status, etc.

   • Transcript and Summary (optional, can be ignored)

3. Scroll down further and you’ll see custom fields based on your selected Data Collection Scheme for this agent.

   • These are the user-defined fields you created (e.g., Name, Email, Product, Budget, etc.).

   • Match each one to a corresponding field in your HubSpot CRM or create a new one in HubSpot if needed.

💡 Fields not mapped will be ignored during sync.

📊 What Happens Next?

• Every inbound or outbound call processed by this Agent will automatically push:

  • Call metadata

  • Call outcome

  • User responses (from Data Collection)

  • Call status

  • Timestamps

• into your HubSpot contact timeline or deal record (depending on your HubSpot settings).

🔍 Real-Time CRM Sync

As soon as a call is completed, you’ll see the full trace in HubSpot — no delays, no manual work.

❓Need Help?

Contact Support if:

• You experience login issues

• Field mapping doesn’t appear

• You want to extend the integration to workflows or deal creation

By integrating HubSpot with your VoiceB.ai Agent, your sales and support teams get full visibility of the conversation, call results, and lead data — automatically.