> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revdesk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Sync RevDesk with HubSpot CRM to trigger AI calls from workflows, log call results, import contacts, and create deals.

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.

***

## 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

***

## Setup

<Steps>
  <Step title="Connect HubSpot">
    Go to **Settings → Integrations → HubSpot** and click "Connect HubSpot". Sign in and grant permissions for contacts, deals, and custom properties.
  </Step>

  <Step title="Configure sync settings">
    Choose what to sync: call activity logging (default on), custom contact properties (default on), and deal creation (default off).
  </Step>

  <Step title="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.
  </Step>
</Steps>

***

## Trigger calls from HubSpot

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

<Steps>
  <Step title="Create an automation in RevDesk">
    Go to **Automations → New → Speed to Lead** and select **HubSpot Workflow** as the trigger source.
  </Step>

  <Step title="Copy the webhook URL">
    After setup, copy the webhook URL from the automation settings.
  </Step>

  <Step title="Create a HubSpot workflow">
    In HubSpot, create a workflow triggered by your desired event (form fill, deal stage change, etc.).
  </Step>

  <Step title="Add a webhook action">
    Add a "Send webhook" action to the workflow. Set the method to POST and paste the RevDesk webhook URL.
  </Step>

  <Step title="Configure the payload">
    Include the contact's phone, email, first name, and last name in the webhook body.
  </Step>
</Steps>

***

## 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.

***

## What gets synced back

After every AI call, RevDesk syncs these to HubSpot:

### Call engagement (timeline activity)

| Field           | Description                              |
| --------------- | ---------------------------------------- |
| Call title      | "AI Call: Contact Name"                  |
| Duration        | Call length in seconds                   |
| Direction       | Inbound or outbound                      |
| Status          | Completed, no answer, busy, failed       |
| Call body       | AI-generated summary of the conversation |
| Recording URL   | Link to the call recording               |
| From/To numbers | Caller and recipient phone numbers       |

### Custom contact properties

| Property            | HubSpot Name                  | Description                    |
| ------------------- | ----------------------------- | ------------------------------ |
| Last AI Call Date   | `revdesk_last_ai_call_date`   | When the last AI call occurred |
| Qualification Score | `revdesk_qualification_score` | AI qualification score (0-100) |
| Call Summary        | `revdesk_call_summary`        | AI summary of the last call    |
| Total AI Calls      | `revdesk_total_ai_calls`      | Running count of AI calls      |

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

### Deals (optional)

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

***

## Data sync

| Data              | Direction         | Trigger                   |
| ----------------- | ----------------- | ------------------------- |
| Contacts          | Both ways         | On call or import         |
| Call activities   | RevDesk → HubSpot | After each call           |
| Custom properties | RevDesk → HubSpot | After each call           |
| Deals             | RevDesk → HubSpot | When lead qualifies       |
| Workflow triggers | HubSpot → RevDesk | On HubSpot workflow event |

***

## 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

***

## 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

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Calls not triggering from HubSpot workflow">
    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.
  </Accordion>

  <Accordion title="Call results not appearing in HubSpot">
    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.
  </Accordion>

  <Accordion title="Custom properties not appearing">
    Click "Setup Custom Properties" in the HubSpot integration settings. RevDesk creates them automatically in a "RevDesk" property group.
  </Accordion>

  <Accordion title="Contacts not syncing">
    Check that contact sync is enabled in Settings → Integrations → HubSpot → Sync Settings. Contacts are synced after each call or when imported from HubSpot.
  </Accordion>

  <Accordion title="Duplicate contacts">
    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.
  </Accordion>
</AccordionGroup>

***

<Card title="Connect HubSpot" icon="hubspot" href="https://www.revdesk.com/settings/integrations">
  Set up the integration now
</Card>