> ## 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.

# HubSpot Integration

> Automate outbound phone calls from HubSpot workflows using UponAI voice agents.

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

## Installing the Application

<Steps>
  <Step title="Initiate installation">
    Click **Connect app** when prompted during installation in the HubSpot Marketplace.
  </Step>

  <Step title="Complete the integration form">
    You will be redirected to an external integration form.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Configure webhook URL">
    Copy the **Webhook URL** from the form and paste it into **Settings → Webhooks** in your UponAI dashboard.
  </Step>

  <Step title="Save and return">
    Click **Save**, close the page, and return to HubSpot.
  </Step>
</Steps>

## Using the Application

HubSpot workflows can trigger outbound calls automatically based on events. Common use cases:

| Use Case                | Trigger                           |
| ----------------------- | --------------------------------- |
| New lead qualification  | Lead submits a form               |
| New contact created     | Contact added to CRM              |
| Deal stage changes      | Deal moves to a specific stage    |
| Re-engagement           | Contact inactive for a set period |
| Appointment reminders   | Based on a date property          |
| Post-purchase follow-up | After a purchase event            |

<Note>
  You must have a UponAI account and an agent with a connected phone number.
</Note>

### Step 1: Create the HubSpot Workflow

<Steps>
  <Step title="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
  </Step>

  <Step title="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.
  </Step>

  <Step title="Add UponAI action">
    Click the **(+)** button → select **UponAI → Make a Phone Call** under "Integrated apps".
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Publish the workflow">
    Click **Review and publish** to activate.
  </Step>
</Steps>

### Step 2: View Call Results in HubSpot

<Steps>
  <Step title="Open the contact record">
    Navigate to **CRM → Contacts** and open the contact that was enrolled.
  </Step>

  <Step title="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
  </Step>

  <Step title="View call log and recording">
    Check the **Calls** tab for the full call log and recording.
  </Step>
</Steps>

## Uninstalling the Application

<Steps>
  <Step title="Navigate to Connected Apps">
    Go to **Connected Apps** and select UponAI.
  </Step>

  <Step title="Uninstall">
    Navigate to the **General Settings** tab and click **Uninstall**.
  </Step>
</Steps>

Your data will be deleted from UponAI records and the app will be removed from HubSpot.