HubSpot Integration Guide

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.

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.

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.

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!

Navigate to the Integrations section in your TalkerIQ dashboard and click the "Manage" button for your HubSpot integration.

The Manage button opens the integration settings where you can view connection status and manage your HubSpot integration preferences. This is also where you'll find options to modify sync behavior or disconnect the integration if needed.

Click "Remove Integration" to disconnect your HubSpot integration from TalkerIQ.

Disconnecting will immediately stop all data syncing between TalkerIQ and HubSpot. All previously synced data will remain in your HubSpot account, but no new calls, SMS, or leads will be automatically logged. You can reconnect at any time by following the initial connection steps.

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

When your TalkerIQ AI agent interacts with potential customers over the phone, every lead is automatically captured and logged into HubSpot as a contact. The integration intelligently extracts key information from each conversation, including contact details, company information, lead source, and conversation notes.

TalkerIQ leverages HubSpot's lead management capabilities to:

• Create new contacts automatically: When a caller provides their information during a conversation, TalkerIQ instantly creates a new contact record in HubSpot with all relevant details.
• Update existing contacts: If the contact already exists in HubSpot, TalkerIQ updates their record with the latest interaction data and conversation insights.
• Tag and categorize leads: Leads are automatically tagged based on conversation outcomes, interest level, and engagement type, making it easier for your sales team to prioritize follow-ups.
• Track lead sources: Every lead is tagged with the source as "TalkerIQ" so you can measure the effectiveness of your AI voice agent in generating quality leads.
• Enable seamless handoff: Sales teams can immediately access lead information in HubSpot, review conversation transcripts, and take action on qualified opportunities without manual data entry.

This automated lead tracking eliminates manual data entry, reduces human error, and ensures no potential customer falls through the cracks. Your sales team can focus on closing deals rather than managing spreadsheets.

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

TalkerIQ automatically logs every call interaction into HubSpot's timeline feature, creating a comprehensive record of all customer communications. Each call is logged with detailed metadata including call duration, timestamp, call outcome, and a full transcript of the conversation.

TalkerIQ leverages HubSpot's call logging functionality to:

• Create timeline entries: Every call appears in the contact's timeline in HubSpot, giving your team a complete view of all customer interactions in chronological order.
• Store call transcripts: Full conversation transcripts are automatically saved in HubSpot, allowing team members to review call details and understand context without listening to recordings.
• Track call outcomes: Each call is tagged with its outcome (e.g., appointment scheduled, information provided, follow-up needed) making it easy to analyze call performance and customer engagement.
• Link to contacts and deals: Calls are automatically associated with the correct contact or deal record in HubSpot, ensuring accurate reporting and pipeline tracking.
• Enable team collaboration: Since all call data is in HubSpot, your entire team can access call history, review notes, and understand customer context before making follow-up calls or responding to inquiries.
• Power reporting and analytics: With all calls logged in HubSpot, you can generate comprehensive reports on call volume, duration, outcomes, and conversion rates directly from your CRM.

This comprehensive call logging ensures your team always has full visibility into customer interactions, making it easier to provide personalized service, identify sales opportunities, and maintain continuity across customer conversations.

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

All SMS conversations handled by your TalkerIQ AI agent are automatically synced to HubSpot's conversations inbox, creating a unified view of all customer communications across channels. Whether your AI agent sends appointment confirmations, answers questions, or follows up with leads via SMS, every message is logged in HubSpot.

TalkerIQ leverages HubSpot's SMS and conversation logging functionality to:

• Sync conversation threads: All incoming and outgoing SMS messages are automatically synced to HubSpot, maintaining complete conversation threads in your CRM.
• Centralize communications: SMS messages appear alongside calls, emails, and other interactions in HubSpot's unified conversations inbox, giving you a single source of truth for all customer communications.
• Enable seamless handoff: When SMS conversations require human intervention, your team can easily take over directly from HubSpot's conversations interface with full context of previous messages.
• Maintain conversation continuity: Since all SMS history is in HubSpot, team members can see the full conversation context before responding, ensuring consistent and informed communication with customers.
• Track engagement metrics: HubSpot automatically tracks SMS engagement, response times, and conversation outcomes, helping you measure the effectiveness of SMS-based customer interactions.
• Support automated workflows: With SMS conversations logged in HubSpot, you can trigger automated workflows, notifications, and follow-up actions based on SMS interactions, creating a seamless customer experience.

This bidirectional SMS sync ensures that all customer conversations—whether via phone or text—are captured in HubSpot, giving your team complete visibility and enabling more personalized, context-aware customer service across all communication channels.