HubSpot Integration Guide

Connect TalkerIQ with HubSpot CRM to automate lead tracking, call logging, and SMS sync. Follow these simple steps to get started in minutes.

HubSpot Logo

How to Connect HubSpot: Step-by-Step Guide

1

Navigate to Integrations

Log in to your TalkerIQ account, navigate to the Integrations section, and click "Connect" on the HubSpot card.

You'll find the Integrations section in your TalkerIQ dashboard. Look for the HubSpot integration card and click the "Connect" button to begin the setup process.

Step 1: Navigate to Integrations and click Connect on HubSpot card
2

Select Your HubSpot Account

You will be redirected to HubSpot's website. Log in if prompted, select the HubSpot account you want to integrate, and click "Choose Account."

If you're not already logged in to HubSpot, you'll be prompted to enter your credentials. Once logged in, select the HubSpot account you want to connect with TalkerIQ.

Step 2: Select your HubSpot account on HubSpot's website
3

Review and Approve Permissions

You will then be taken to a HubSpot permissions page showing the list of permissions requested. These are the minimum required for the integration to function properly. Review them and click "Connect app."

HubSpot will display the permissions that TalkerIQ needs to function. These permissions allow TalkerIQ to sync contacts, log calls, and update records. Review the permissions and click "Connect app" to proceed.

Step 3: Review and approve permissions on HubSpot permissions page
4

Integration Complete

You will be redirected back to the TalkerIQ Integrations page with a success message, confirming that the integration is complete.

Once the integration is successfully connected, you'll be redirected back to TalkerIQ where you'll see a confirmation message. Your HubSpot integration is now active and ready to use!

Step 4: Integration complete with success message

What You Get with HubSpot Integration

Automated Lead Tracking

All leads from your AI voice agent calls are automatically synced to HubSpot, keeping your CRM up-to-date in real-time.

Call Logging

Every call made by your AI agent is automatically logged in HubSpot, providing complete visibility into customer interactions.

SMS Logging

Seamlessly sync SMS between TalkerIQ and HubSpot, ensuring your customer conversation is always current.

Frequently Asked Questions

How do I connect TalkerIQ with HubSpot? +
Connecting TalkerIQ with HubSpot is simple. Log in to your TalkerIQ account, navigate to the Integrations section, click "Connect" on the HubSpot card, and follow the authentication prompts. The entire process takes just a few minutes.
What data syncs between TalkerIQ and HubSpot? +
TalkerIQ automatically syncs leads, call logs, SMS conversations, and contact information to HubSpot. All interactions with your AI voice agent are logged in real-time, ensuring your CRM stays up-to-date with every customer touchpoint.
Is the HubSpot integration secure? +
Yes, the integration uses OAuth 2.0 authentication, the same secure protocol HubSpot uses for all third-party integrations. Your data is encrypted in transit and we only request the minimum permissions needed for the integration to function properly.
Can I sync multiple HubSpot accounts? +
During the connection process, you'll be prompted to select which HubSpot account you want to integrate. If you need to connect multiple accounts, you can repeat the connection process for each account from your TalkerIQ dashboard.
What happens if I disconnect the integration? +
If you disconnect the HubSpot integration, TalkerIQ will stop syncing new data to HubSpot. All previously synced data will remain in your HubSpot account. You can reconnect at any time from the Integrations section in your TalkerIQ dashboard.
Does the integration work with all HubSpot plans? +
The TalkerIQ and HubSpot integration works with all HubSpot plans that support third-party integrations, including Starter, Professional, and Enterprise tiers. The features available may vary based on your HubSpot plan's capabilities.
How quickly does data sync to HubSpot? +
Data syncs to HubSpot in real-time. As soon as your AI voice agent completes a call or sends an SMS, the information is automatically logged in your HubSpot CRM, ensuring you always have the latest customer interaction data.
Can I customize what data gets synced to HubSpot? +
The integration syncs essential data including leads, call logs, SMS conversations, and contact information. For advanced customization options, contact our support team who can help configure the integration to match your specific workflow needs.

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