How to Add AI Calling to HubSpot: Complete Setup Guide

## Why Add AI Calling to HubSpot?

HubSpot is great for managing contacts and tracking deals. But when it comes to making calls at scale, you need additional tools. AI calling integration lets you:

• Make AI-powered calls directly from HubSpot contacts
• Automatically log call activities to contact timelines
• Update deal stages based on call outcomes
• Book meetings that sync to HubSpot
• Trigger workflows based on AI call results

Prerequisites

Before you start, make sure you have:

• A HubSpot account (any tier)
• An UnlockMyLead account
• Phone numbers configured (Twilio or Telnyx)

Step 1: Connect HubSpot to UnlockMyLead

1. Log into UnlockMyLead 2. Go to Settings → Integrations 3. Click Connect HubSpot 4. You'll be redirected to HubSpot for authorization 5. Click Grant Access 6. You'll be redirected back to UnlockMyLead

That's it! The connection is established.

Step 2: Configure Field Mapping

By default, we map standard HubSpot fields:

• First Name → First Name
• Last Name → Last Name
• Email → Email
• Phone → Phone
• Company → Company

To add custom field mappings:

1. Go to Settings → HubSpot → Field Mapping 2. Click Add Mapping 3. Select HubSpot field and UnlockMyLead field 4. Save

Step 3: Import Contacts from HubSpot

Option A: Sync All Contacts

1. Go to Leads → Import 2. Select HubSpot 3. Choose Import All 4. Contacts sync automatically

Option B: Import Specific List

1. Create a list in HubSpot with your target contacts 2. In UnlockMyLead, go to Leads → Import → HubSpot 3. Select your list 4. Click Import

Step 4: Create an AI Calling Campaign

1. Go to Campaigns → New Campaign 2. Select AI Voice Call 3. Choose your imported HubSpot contacts 4. Configure your AI: - Select voice (60+ options) - Write your script - Define qualifying questions - Set meeting booking rules 5. Launch campaign

Step 5: Verify HubSpot Sync

After AI calls complete:

1. Open a contact in HubSpot 2. Check the Activity Timeline 3. You should see: - Call logged with duration - Call outcome (interested, not interested, etc.) - Call recording link - Notes from AI

Advanced: Trigger HubSpot Workflows

You can trigger HubSpot workflows based on AI call outcomes:

1. In HubSpot, create a workflow 2. Set enrollment trigger: Contact property changed 3. Property: Last AI Call Outcome 4. Add workflow actions (send email, create task, etc.)

Example workflows:

• **Interested → Send follow-up email**
• **Meeting booked → Notify Account Executive**
• **Not interested → Add to nurture sequence**

Best Practices

1. Start with a test list - Import 10-20 contacts first 2. Review call recordings - Fine-tune your AI script 3. Use HubSpot lists - Segment contacts for targeted campaigns 4. Set up workflows - Automate follow-up based on outcomes

Conclusion

With AI calling integrated into HubSpot, you can scale your outbound efforts while keeping your CRM as the source of truth. Every call is logged, every meeting synced, every outcome tracked.

Start your free trial and connect HubSpot in minutes.