HubSpot CRM Integration

HubSpot CRM Integration

Sync all your AI-captured leads directly to HubSpot for seamless lead management and follow-up.

Step 1: Generate HubSpot API Key

1. Log into your HubSpot account
2. Go to Settings → Private Apps
3. Click "Create app"
4. Name it "CallMyBusiness.ai"
5. Under Scopes, select:
   • crm.objects.contacts.read
   • crm.objects.contacts.write
   • crm.objects.deals.read
   • crm.objects.deals.write
6. Click "Create app" and copy your access token

Step 2: Connect to CallMyBusiness.ai

1. Go to Dashboard → Integrations
2. Click "Connect HubSpot"
3. Paste your API key
4. Click "Test Connection"
5. Authorize and save

Step 3: Configure Lead Sync

Choose what data gets synced:

• Create new contacts from AI calls
• Auto-populate phone, email, company name
• Log call transcripts as notes
• Create deals for qualified leads
• Set deal value based on lead score

Troubleshooting

If leads aren't syncing:

• Verify API key hasn't expired
• Check Dashboard → Integration Logs for errors
• Ensure your HubSpot plan supports custom properties

Field Mapping and Duplicate Prevention

Decide which value identifies an existing contact before enabling automatic creation. Phone number is often the strongest match for inbound calls, but normalize country codes consistently. Map only fields you actually use, and keep long transcripts in a note or activity field rather than forcing them into a short contact property.

Safe Rollout

Start with one test contact and one completed call. Confirm the contact record, activity timeline, and any deal creation look exactly right before enabling the integration for all calls. Then review the first few real syncs for duplicates, truncated fields, and unexpected workflow triggers inside HubSpot.