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Documentation Index

Fetch the complete documentation index at: https://docs.vozagent.ai/llms.txt

Use this file to discover all available pages before exploring further.

The HubSpot integration connects your VozAgent account to your HubSpot CRM so contacts, calls, and leads stay in sync automatically. When your AI assistant handles a call, the contact and call details can be pushed to HubSpot without any manual data entry.

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What the HubSpot Integration Does

The integration provides three main capabilities:

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Contact Sync

  • Bidirectional contact sync — contacts flow between VozAgent and HubSpot in both directions
  • Automatic sync on new contacts — when a new contact is created during a call, it can be synced to HubSpot automatically
  • Manual sync available — you can trigger a full sync at any time
  • Phone/email deduplication — the system matches contacts by phone number and email to avoid duplicates

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Call Logging

  • Automatic call logging — every AI assistant call is logged as an activity on the HubSpot contact
  • Call recordings linked — recordings are attached to the call activity in HubSpot
  • Call summaries captured — the AI-generated call summary is included in the activity
  • Contact timeline updated — call activities appear on the contact’s timeline in HubSpot

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Lead Creation

  • Auto-create from unknown callers — when someone calls who is not already in your CRM, a new contact is created in HubSpot
  • Capture caller information — name, phone number, email, and other details collected during the call are saved
  • Lead status tracking — new leads are tracked with proper status in HubSpot
  • Lifecycle stage management — contacts are assigned the appropriate lifecycle stage

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How to Connect

Connecting HubSpot to VozAgent takes just a few steps:
  1. Navigate to the integration — Go to Integrations in your sidebar, then click the HubSpot card on the Third Parties tab.
  2. Click Connect HubSpot — On the HubSpot integration page, click the Connect HubSpot button in the Connection Status section.
  3. Authorize access — You will be redirected to HubSpot to log in and grant VozAgent access to your account. Review the permissions and click Grant access.
  4. Start syncing — Once authorized, you will be redirected back to VozAgent with a success confirmation. Your contacts and calls will begin syncing automatically based on your settings.

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Connection Status

Once connected, the Connection Status section shows:
  • A green Connected badge next to the page title
  • A green status banner with the text “Connected to HubSpot”
  • Your HubSpot portal name (the hub domain)
  • The last sync timestamp showing when data was most recently synced
  • Action buttons for syncing and disconnecting

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Token Expiration

If your HubSpot access token expires, you will see a red Token Expired badge and an alert prompting you to reconnect. Click the Reconnect button to re-authorize. Your existing settings and synced data are preserved.

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Sync Errors

If the last sync encountered an error, a yellow warning banner will appear showing the error message. This helps you troubleshoot any issues with the connection.

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Manual Sync Options

When connected, three sync buttons are available:
ButtonWhat It Does
Sync All ContactsRuns a full bidirectional sync between VozAgent and HubSpot
Push to HubSpotSends VozAgent contacts to HubSpot (one-way)
Pull from HubSpotPulls HubSpot contacts into VozAgent (one-way)
The sync button shows a spinning animation while a sync is in progress. You can only run one sync operation at a time.

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Sync Settings

After connecting, a Sync Settings section appears where you can control how data flows between the two systems. Each setting has a toggle switch:

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Auto-sync Contacts

When enabled, new contacts created during AI assistant calls are automatically synced to HubSpot. Turn this off if you prefer to sync contacts manually.

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Auto-log Calls

When enabled, every call handled by your AI assistant is automatically logged as an activity on the matching HubSpot contact. This is on by default.

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Auto-create Leads

When enabled, if a caller is not found in HubSpot, a new contact is created automatically when the call is logged. This is on by default.

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Disconnecting HubSpot

To disconnect your HubSpot account:
  1. Go to the HubSpot integration page
  2. Click the red Disconnect button
  3. Confirm in the dialog that appears
When you disconnect:
  • Contact sync and call logging will stop immediately
  • Existing synced contacts and logged calls will remain in both systems — nothing is deleted
  • You can reconnect at any time to resume syncing

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Troubleshooting

“Token Expired” message — Your HubSpot authorization has expired. Click Reconnect to re-authorize. This is normal and can happen periodically. Contacts not syncing — Check that Auto-sync Contacts is enabled in the Sync Settings. You can also try a manual Sync All Contacts to force a full sync. Calls not appearing in HubSpot — Make sure Auto-log Calls is toggled on. Calls are logged to the contact’s timeline, so the contact must exist in HubSpot (or Auto-create Leads must be enabled). Duplicate contacts — The integration deduplicates by phone number and email. If duplicates appear, check that the contact information in both systems matches.