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AI voice agent integrated with HubSpot: how it works
Short answer: an AI voice agent integrated with HubSpot calls every new contact as soon as they enter the CRM, uses their data to personalize the conversation and, after hanging up, saves the outcome, qualification answers and a summary in HubSpot. ReshapeOS integrates with HubSpot and specializes in admissions and sales teams in the education sector.
What the agent does with HubSpot
| Before the call | After the call |
|---|---|
| Detects the new contact | Updates the lead status |
| Reads name, source and program of interest | Saves answers to contact properties |
| Picks the script based on that data | Adds a summary of the conversation |
| Respects unsubscribes | Leaves the meeting booked and the next step |
How to set it up
- 01Connect your HubSpot account.
- 02Decide which contacts trigger the call (for example, those coming in through a specific form).
- 03Map each of the agent's questions to a HubSpot property.
- 04Connect your team's calendar for booking.
- 05Run a test with real leads and check how the data lands.
Best practices
- Create dedicated properties for each answer (program, format, start date); don't leave everything in notes.
- Use a clear lead status: contacted, qualified, meeting booked, not a fit.
- Review the data in the first week: that's when you see which questions to adjust.
- Build views or reports with meetings by source and campaign.
Frequently asked questions
Does it work with CRMs other than HubSpot?
Yes. Reshape integrates with Salesforce, Zoho CRM, Odoo, Pipedrive, Dynamics 365, Kommo and Clientify, among others, as well as Zapier, Make and n8n.
Do I need a specific HubSpot plan?
It depends on what you want to automate. We'll check it with your account during the demo.
Can I see the recording from HubSpot?
In Reshape you can review every conversation with its transcript, summary and sentiment analysis, and HubSpot stores the outcome and summary.
Try an agent