HubSpot Integration
CRM & Sales Platform
Connect Ayra with HubSpot for comprehensive contact management, deal tracking, activity logging, and workflow automation.
About HubSpot
HubSpot is a comprehensive customer platform combining marketing, sales, and service tools in a unified system. Founded in 2006, HubSpot pioneered inbound marketing and serves over 150,000 customers globally.
Integration Capabilities
Contact Management
Automatic contact creation and enrichment from every conversation. New callers get contact records instantly; existing contacts get updated with latest details.
Company Association
Automatically associate contacts with company records based on email domain matching, explicit mentions, or existing relationships.
Deal Creation & Updates
Voice conversations create and advance sales opportunities automatically. Deals include associations, stages, amounts, and expected close dates.
Created Deal Includes
Activity Logging
Every conversation automatically logs as an activity in HubSpot with call duration, transcripts, recordings, sentiment analysis, and outcomes.
Task Creation
Follow-up tasks created automatically when callbacks are requested, information needs research, quotes must be prepared, or check-ins are promised.
Workflow Triggers
HubSpot workflows can trigger based on Ayra activities—send thank-you emails after calls, assign leads, create tickets, or update scores.
Setting Up HubSpot Integration
Prerequisites
- Active HubSpot account (free tier sufficient for basic integration)
- Appropriate permissions to authorize integrations
- Understanding of which HubSpot objects to sync (contacts, companies, deals)
OAuth Connection Process
Navigate to Integrations
In Ayra, go to Integrations → CRM & Sales → HubSpot
Click Connect
Begin the OAuth flow to HubSpot
Authorize in HubSpot
Log in and review requested permissions
Grant Access
Click Authorize to grant read/write access
Verify Connection
Ayra tests the connection and displays your portal name
Configuration Settings
Object Mappings
Configure how Ayra data maps to HubSpot objects. Customize field mappings for non-standard configurations.
Duplicate Handling
Choose: always create new, update if exists, or prompt for decision. Most users select "update if exists".
Activity Logging
Enable full transcript logging or summary logging. Enable call recording uploads if desired.
Deal Creation Rules
Configure keyword triggers, sentiment thresholds, or outcomes that create deals automatically.
Usage Scenarios
Inbound Calls
AI queries HubSpot, personalizes greeting with customer name, references recent interactions, and updates records after the call.
Outbound Campaigns
Access HubSpot lists, initiate calls systematically, log outcomes automatically, and create follow-up tasks.
Lead Qualification
Update lead scores based on BANT criteria from conversations. Feed HubSpot's lead scoring models.
Post-Call Automation
HubSpot workflows trigger based on call outcomes—send emails, assign reps, create tickets.
Best Practices
Maintain Clean Data
Implement validation rules, review transcripts periodically, deduplicate contacts regularly.
Leverage HubSpot's Strengths
Use HubSpot reporting, workflows, and email sequences—don't duplicate capabilities in Ayra.
Train Your Teams
Ensure sales and support teams understand where to find conversation data and how to use it.
Monitor Integration Health
Review error logs, spot-check recent calls, monitor API usage against limits.
Troubleshooting
Sync Failures
Verify OAuth connection is valid, check HubSpot account is active, review API rate limits, examine error logs for specific failure messages.
Duplicate Contacts
Verify deduplication rules, check phone/email matching, use HubSpot's merge functionality for existing duplicates.
Custom Property Issues
Confirm custom properties exist with exact names, verify API user has write access, check data types match.
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