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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.