HubSpot CRM

Call your HubSpot contacts from a campaign and log each call, with its summary, on the contact.

What it does

Each campaign that uses HubSpot can:

import the contacts that match its rules, or the ones you pick by hand;
log every call on the HubSpot contact, with the outcome, the duration, the AI summary and a link to the call in NuTalk;
write NuTalk values, such as the call result, into HubSpot fields;
log calls, add notes, update the contact and move its deal from the workflow.

Before you start

A HubSpot account in which you can create a private app.
Owner or admin rights in your NuTalk workspace.
Contacts with a phone number in HubSpot.

1
Connect HubSpot
1. In HubSpot, create a private app in Legacy apps and give it these scopes:
Private app scopes
```
crm.objects.contacts.read
crm.objects.contacts.write
crm.objects.deals.read
crm.objects.deals.write
crm.schemas.contacts.read
crm.schemas.deals.read
crm.objects.owners.read
```
1. Create the app, open its Auth tab and copy the access token.
2. In NuTalk, open Settings → Integrations → HubSpot, paste the token as the Private app access token and press Connect.
2
Choose who the campaign calls
Open the campaign's Integrations → HubSpot page and turn on Import contacts to call:
- Pick a Lifecycle stage, or any stage.
- Optionally add Rules on HubSpot fields: is, is not, contains, doesn't contain, has a value or is empty.
- A live count shows how many contacts match right now, with examples.
Contacts that already match
The import adds the contacts that are created or change in HubSpot from now on. To add the ones that already match, press Add the contacts that match (the button shows how many).
3
Send call results to HubSpot
With Log every call on the HubSpot contact on (the default), each call lands on the contact's timeline once its summary is ready, with:
- the agent and the campaign, as its title;
- the outcome and the person's answer, for example Connected · Interested;
- the duration and the numbers;
- the AI summary;
- a link to the call in NuTalk, with the recording and the transcript.
Under Also write to HubSpot fields, NuTalk values such as the call result or the status in this campaign can go into HubSpot fields after each call.

Adding contacts

Add contacts by hand

Open the campaign's Contacts tab
Press Add contacts and choose Import from HubSpot.
Find the contacts
The contacts that match the campaign's rules are listed, newest first. You can also filter them by Contact owner.
Add them
Select the contacts to call and add them. Contacts without a phone number can't be selected.

Automatic import

NuTalk checks HubSpot automatically and adds the contacts that match. By default it imports only while the campaign is active; set Import contacts when to Active, paused, or draft to keep importing while calls are on hold. Imports and HubSpot updates show in the Activity list on the campaign's HubSpot page.

Workflow steps

Add HubSpot steps to the campaign's workflow, usually after a branch on the call result: HubSpot: Log Call, HubSpot: Add Note, HubSpot: Update Contact and HubSpot: Update Stage. Branches can read the contact too: HubSpot: Deal Stage, HubSpot: Lifecycle and HubSpot: Property.

When the workflow moves deal stages, Create a deal when the contact has none (on by default) gives a contact without a deal one in the pipeline you choose.

No call is logged twice

The workflow's Log Call step and “Log every call” can be on together: the step logs the calls that reach it, and the rest, such as retries, are logged automatically.

What the agent knows

Each call carries the contact's name, email and phone. To give the agent more, pick fields under HubSpot fields the agent can use on the campaign's HubSpot page: they're copied into each call, and the agent's script can use them as {{lead.field_name}}.

Best practices

Use lifecycle stages and rules to give each campaign only the contacts it should call.
Write the call result into a HubSpot field and let HubSpot workflows act on it, such as moving a deal when the person is interested.

Troubleshooting

Issue	Solution
HubSpot didn't accept the token	Copy the whole private app access token. If a scope is missing, add the scopes above to the private app and copy its token again.
Contacts not importing	Check that the campaign is active (or that Import contacts when allows a paused or draft campaign), its lifecycle stage and rules match, and the contacts have a phone number. The Activity list shows every check.
A call isn't in HubSpot	Check that Log every call on the HubSpot contact is on. A person who didn't come from HubSpot is logged only when exactly one HubSpot contact has both their email and phone; otherwise the Activity list shows Call not logged.

HubSpot CRM

Call your HubSpot contacts from a campaign and log each call, with its summary, on the contact.

What it does

Each campaign that uses HubSpot can:

import the contacts that match its rules, or the ones you pick by hand;
log every call on the HubSpot contact, with the outcome, the duration, the AI summary and a link to the call in NuTalk;
write NuTalk values, such as the call result, into HubSpot fields;
log calls, add notes, update the contact and move its deal from the workflow.

Before you start

A HubSpot account in which you can create a private app.
Owner or admin rights in your NuTalk workspace.
Contacts with a phone number in HubSpot.

1
Connect HubSpot
1. In HubSpot, create a private app in Legacy apps and give it these scopes:
Private app scopes
```
crm.objects.contacts.read
crm.objects.contacts.write
crm.objects.deals.read
crm.objects.deals.write
crm.schemas.contacts.read
crm.schemas.deals.read
crm.objects.owners.read
```
1. Create the app, open its Auth tab and copy the access token.
2. In NuTalk, open Settings → Integrations → HubSpot, paste the token as the Private app access token and press Connect.
2
Choose who the campaign calls
Open the campaign's Integrations → HubSpot page and turn on Import contacts to call:
- Pick a Lifecycle stage, or any stage.
- Optionally add Rules on HubSpot fields: is, is not, contains, doesn't contain, has a value or is empty.
- A live count shows how many contacts match right now, with examples.
Contacts that already match
The import adds the contacts that are created or change in HubSpot from now on. To add the ones that already match, press Add the contacts that match (the button shows how many).
3
Send call results to HubSpot
With Log every call on the HubSpot contact on (the default), each call lands on the contact's timeline once its summary is ready, with:
- the agent and the campaign, as its title;
- the outcome and the person's answer, for example Connected · Interested;
- the duration and the numbers;
- the AI summary;
- a link to the call in NuTalk, with the recording and the transcript.
Under Also write to HubSpot fields, NuTalk values such as the call result or the status in this campaign can go into HubSpot fields after each call.

Adding contacts

Add contacts by hand

Open the campaign's Contacts tab
Press Add contacts and choose Import from HubSpot.
Find the contacts
The contacts that match the campaign's rules are listed, newest first. You can also filter them by Contact owner.
Add them
Select the contacts to call and add them. Contacts without a phone number can't be selected.

Automatic import

Workflow steps

When the workflow moves deal stages, Create a deal when the contact has none (on by default) gives a contact without a deal one in the pipeline you choose.

No call is logged twice

The workflow's Log Call step and “Log every call” can be on together: the step logs the calls that reach it, and the rest, such as retries, are logged automatically.

What the agent knows

Best practices

Use lifecycle stages and rules to give each campaign only the contacts it should call.
Write the call result into a HubSpot field and let HubSpot workflows act on it, such as moving a deal when the person is interested.

Troubleshooting

Issue	Solution
HubSpot didn't accept the token	Copy the whole private app access token. If a scope is missing, add the scopes above to the private app and copy its token again.
Contacts not importing	Check that the campaign is active (or that Import contacts when allows a paused or draft campaign), its lifecycle stage and rules match, and the contacts have a phone number. The Activity list shows every check.
A call isn't in HubSpot	Check that Log every call on the HubSpot contact is on. A person who didn't come from HubSpot is logged only when exactly one HubSpot contact has both their email and phone; otherwise the Activity list shows Call not logged.

What it does

Before you start

Connect HubSpot

Choose who the campaign calls

Send call results to HubSpot

Adding contacts

Add contacts by hand

Open the campaign's Contacts tab

Find the contacts

Add them

Automatic import

Workflow steps

What the agent knows

Best practices

Troubleshooting

What it does

Before you start

Connect HubSpot

Choose who the campaign calls

Send call results to HubSpot

Adding contacts

Add contacts by hand

Open the campaign's Contacts tab

Find the contacts

Add them

Automatic import

Workflow steps

What the agent knows

Best practices

Troubleshooting