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Documentation Index

Fetch the complete documentation index at: https://documentation.uponai.com/llms.txt

Use this file to discover all available pages before exploring further.

The UponAI HubSpot integration enables the Make a Phone Call action in HubSpot workflows. This creates an outbound call using your AI agents and pauses the workflow until the call finishes. Once a call completes, HubSpot is automatically updated with:
  • Activity Timeline — post-call analysis and call summary
  • Call Log — recording and detailed transcript
  • Company Record — call logs appear on the associated company timeline

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Installing the Application

1

Initiate installation

Click Connect app when prompted during installation in the HubSpot Marketplace.
2

Complete the integration form

You will be redirected to an external integration form.
3

Get your API key

In your UponAI dashboard, navigate to Settings → API Keys. Copy the Secret Key (Webhook) and paste it into the UponAI API Key field on the form.
4

Configure webhook URL

Copy the Webhook URL from the form and paste it into Settings → Webhooks in your UponAI dashboard.
5

Save and return

Click Save, close the page, and return to HubSpot.

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Using the Application

HubSpot workflows can trigger outbound calls automatically based on events. Common use cases:
Use CaseTrigger
New lead qualificationLead submits a form
New contact createdContact added to CRM
Deal stage changesDeal moves to a specific stage
Re-engagementContact inactive for a set period
Appointment remindersBased on a date property
Post-purchase follow-upAfter a purchase event
You must have a UponAI account and an agent with a connected phone number.

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Step 1: Create the HubSpot Workflow

1

Create a new workflow

Navigate to Automation → Workflows and create a new workflow. Choose your trigger:
  • Form submission — trigger when a lead fills out a form
  • Record created — trigger when a new contact is added
  • Property value change — trigger when a deal stage or lead status changes
  • Date-based — trigger on a specific date property
2

Add phone number condition

Add a condition for Phone number is known to ensure the workflow only triggers for contacts with valid phone numbers.You can add more conditions to qualify contacts further — by lead status, lifecycle stage, contact owner, or custom properties.
3

Add UponAI action

Click the (+) button → select UponAI → Make a Phone Call under “Integrated apps”.
4

Configure the call

  • From: Select the UponAI agent / phone number
  • To: Select the contact’s phone number token
  • Dynamic Variables (Optional): Pass data like the contact’s name in JSON format. Ensure all values are in quotes.
5

Add outcome branches

After the call completes, branch your workflow based on the Call Success output:If successful:
  • Send a follow-up email
  • Create a task for sales review
  • Update the contact’s lifecycle stage
  • Add to a nurture sequence
If unsuccessful (no answer, voicemail, etc.):
  • Schedule a retry call
  • Send an SMS or email as an alternative touchpoint
  • Add to a “needs follow-up” list
You can also branch on User Sentiment or Call Outcome for more granular logic.
6

Publish the workflow

Click Review and publish to activate.

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Step 2: View Call Results in HubSpot

1

Open the contact record

Navigate to CRM → Contacts and open the contact that was enrolled.
2

View call analysis

Check the Activity tab. Ensure your activity filters include “UponAI.”Each call shows:
  • Default Call Results — summary, duration, voicemail detection, user sentiment, call outcome
  • Custom Analysis — additional fields configured via Post-Call Analysis in UponAI
3

View call log and recording

Check the Calls tab for the full call log and recording.

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Uninstalling the Application

1

Navigate to Connected Apps

Go to Connected Apps and select UponAI.
2

Uninstall

Navigate to the General Settings tab and click Uninstall.
Your data will be deleted from UponAI records and the app will be removed from HubSpot.