AI voice agents synced to your HubSpot CRM.
Lead qualification, win-back, and booking calls. Synced bidirectionally to HubSpot. Every contact gets a full transcript, BANT score, and recording attached automatically.
What Callsy + HubSpot unlocks
- Trigger Callsy voice calls from any HubSpot workflow
- Use HubSpot lists and segments as Callsy audiences
- Auto-sync call transcripts, recordings, and BANT scores to the contact timeline
- Hot-route qualified leads to specific AE owners on the call
- Update deal stage automatically from call outcomes
Setup
- 1
Install Callsy from the HubSpot Marketplace
One-click install. OAuth grants Callsy scoped access to contacts, deals, and workflows.
- 2
Add Callsy as a workflow action
Inside any HubSpot workflow, drop a 'Send Callsy voice call' action. Choose the agent, script, and target phone field.
- 3
Map outcomes back to HubSpot
Choose which Callsy outcomes update the contact / deal: BANT score to a custom property, transcript to a timeline note, qualified leads to a specific deal stage.
Under the hood
- Any HubSpot workflow with the Callsy action enabled
- HubSpot list membership changes
- Form submissions and deal stage changes
- Contact properties (name, phone, lifecycle stage, custom fields)
- Deal data (stage, amount, owner)
- Company data (size, industry, custom enrichment)
- Timeline note with full transcript
- Recording URL stored on the contact
- Custom properties: callsy_bant_score, callsy_call_outcome, callsy_last_called
- Deal stage updates and lead owner reassignment
What you can run on HubSpot
Speed-to-lead beats every other variable in B2B and high-ticket D2C.
60-day lapsed customers ignore your win-back email flow.
Clinics, salons, and service businesses lose 15–30% of revenue to no-shows.
Overdue invoices and failed subscription payments cost more than the bad debt itself.
Frequently asked
Do I need HubSpot Sales Hub Professional or higher?
Workflow actions require Sales Hub Professional or Marketing Hub Professional. Free / Starter HubSpot can still trigger Callsy via Zapier or Make as a workaround.
Can Callsy hot-route to a specific HubSpot user?
Yes. If the lead qualifies in real time, Carla can warm-transfer the call to the contact owner's number (pulled from HubSpot). No manual handoff.
Will the transcripts show up in HubSpot's conversation tools?
Yes. Transcripts post as timeline notes on the contact and as activity in HubSpot's conversation history. Recordings are linked to the timeline entry.
What about GDPR consent tracking in HubSpot?
Callsy reads HubSpot's communication subscriptions (marketing, sales, service) and honors opt-outs in real time. Suppressed contacts are never called.
Connect HubSpot to Callsy in five minutes.
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