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Connect RevDesk with HubSpot for a full bidirectional integration. Trigger outbound AI calls from HubSpot workflows, automatically log call results back to HubSpot, import contacts for campaigns, and create deals for qualified leads.

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What it does

  • Trigger AI calls from workflows - HubSpot workflow fires a webhook, RevDesk calls the contact within seconds
  • Log all calls - Every AI conversation is logged to HubSpot with transcript, recording URL, duration, and outcome
  • Auto-create contacts - New callers are added to HubSpot automatically, existing contacts get updated
  • Sync qualification data - AI qualification scores, call summaries, and custom properties sync to HubSpot in real-time
  • Create deals - When AI qualifies a lead above your threshold, a deal is created in your pipeline automatically
  • Import contacts for campaigns - Pull HubSpot contact lists directly into RevDesk for outbound AI calling campaigns

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Setup

1

Connect HubSpot

Go to Settings → Integrations → HubSpot and click “Connect HubSpot”. Sign in and grant permissions for contacts, deals, and custom properties.
2

Configure sync settings

Choose what to sync: call activity logging (default on), custom contact properties (default on), and deal creation (default off).
3

Set up triggers (optional)

To trigger calls from HubSpot workflows, create a Speed to Lead automation in RevDesk, select “HubSpot Workflow” as the trigger, and copy the webhook URL into your HubSpot workflow.

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Trigger calls from HubSpot

Set up a HubSpot workflow to trigger outbound AI calls instantly:
1

Create an automation in RevDesk

Go to Automations → New → Speed to Lead and select HubSpot Workflow as the trigger source.
2

Copy the webhook URL

After setup, copy the webhook URL from the automation settings.
3

Create a HubSpot workflow

In HubSpot, create a workflow triggered by your desired event (form fill, deal stage change, etc.).
4

Add a webhook action

Add a “Send webhook” action to the workflow. Set the method to POST and paste the RevDesk webhook URL.
5

Configure the payload

Include the contact’s phone, email, first name, and last name in the webhook body.

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Import contacts for campaigns

Pull contacts directly from HubSpot into RevDesk outbound campaigns:
  1. Create or edit a campaign in RevDesk
  2. In the contacts step, click Import from HubSpot
  3. Search or browse HubSpot contacts
  4. Select contacts and import. They’re automatically added to the campaign.
Contacts are deduplicated by phone number. Existing RevDesk contacts are linked to their HubSpot record.

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What gets synced back

After every AI call, RevDesk syncs these to HubSpot:

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Call engagement (timeline activity)

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Custom contact properties

These properties are created automatically in a “RevDesk” property group. Use them in HubSpot workflows and reports.

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Deals (optional)

When deal creation is enabled and a lead qualifies above your threshold (default: 60), RevDesk creates a deal associated with the contact.

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Data sync

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Use cases

  • Speed to Lead - Form fill on your website → HubSpot workflow → AI calls the lead within 15 seconds
  • After-hours coverage - Inbound calls handled by AI → logged to HubSpot with full details
  • Campaign outreach - Import a HubSpot list → batch AI calling → results sync back to HubSpot
  • Lead qualification - AI calls → scores the lead → creates deal if qualified → assigns to sales rep via HubSpot workflow

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Requirements

  • HubSpot account (Free CRM, Starter, or higher)
  • Admin or sales permissions in HubSpot
  • OAuth authorization with contact + deal + property scopes
  • No additional cost from RevDesk

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Troubleshooting

Verify the webhook URL is correct in your HubSpot workflow action. Check that the automation is active in RevDesk. Ensure the contact has a phone number in the webhook payload.
Check that your HubSpot connection has the required scopes. Go to Settings → Integrations → HubSpot. If you see “Reconnect needed”, click to re-authorize with the new permissions.
Click “Setup Custom Properties” in the HubSpot integration settings. RevDesk creates them automatically in a “RevDesk” property group.
Check that contact sync is enabled in Settings → Integrations → HubSpot → Sync Settings. Contacts are synced after each call or when imported from HubSpot.
RevDesk deduplicates by email first, then phone number. If a HubSpot contact already exists with the same email or phone, it’s linked rather than duplicated.

Connect HubSpot

Set up the integration now