HubSpot is a native integration. During the call, the HubSpot CRM plugin lets the agent get, create and update contacts, get and list deals, and create or get tickets. After the call, an Edesy workflow CRM update step writes the outcome, summary and extracted fields to HubSpot.
CRM plugin
Lookups and updates
CRM update
HubSpot contact
Native integration for HubSpot users
The agent finds the caller in HubSpot by phone number and uses their details in the conversation.
New callers become HubSpot contacts; known ones get updated fields.
The agent can read a deal or list deals for the contact during the call.
The agent can open a ticket or check a ticket's status mid-call.
A workflow CRM update step writes the outcome, summary and extracted fields to HubSpot.
A CRM webhook trigger starts a workflow that calls the contact when HubSpot sends an event.
What the HubSpot plugin and workflows can do
Better together
Auto-Logged Calls
Every call in timeline
Deal Automation
Stages set by your workflow
Full Context
AI knows lead history
Sequence Enrollment
Your HubSpot workflows act on outcomes
Lead Scoring
Update based on calls
Attribution
Outcomes logged per call
Segmentation
Lists from call data
Campaign Triggers
Enroll from outcomes
Native plugin plus workflow integrations
Add your credentials in the Edesy dashboard
Turn on the CRM tools for your agent
Map call outcomes and extracted fields
Run a test call and check the record
Edesy workflows write the data; HubSpot workflows act on it
Then: Update lead score, enroll in sales sequence, create task for rep
Then: Move deal to 'Demo Scheduled', create calendar event, send confirmation email
Then: Create expansion deal, notify account manager, update lifecycle stage
Then: Create support ticket, alert customer success, add to at-risk list
What HubSpot users build with voice AI
AI calls form submissions within minutes
Learn moreAI qualifies and books demos automatically
Learn moreWelcome calls for new customers
Learn moreVoice surveys with results in HubSpot
Learn moreProactive calls before subscription ends
Learn morePost-webinar qualification calls
Learn moreWhat is real today, in one table
| Item | Details |
|---|---|
| Connection type | Native HubSpot CRM plugin, plus Edesy workflow integrations |
| During the call | Agent tools to get, create and update contacts, get and list deals, and create or get tickets |
| After the call | Workflow CRM update step with outcome, summary and extracted fields |
| Starting calls | CRM webhook trigger, REST API, Zapier or n8n |
| Not included | No marketplace app, no click-to-call inside the CRM, no continuous two-way sync |
Common questions about connecting HubSpot
Yes. During the call the agent can update the contact through the HubSpot CRM plugin, and after the call a workflow CRM update step writes the outcome, summary and extracted fields, including a lead status field you map.
Two parts: the native HubSpot CRM plugin gives the agent tools to get, create and update contacts, get and list deals, and create or get tickets; Edesy workflow integrations push results after the call. A HubSpot contact function template is also available.
No. HubSpot is connected from the Edesy dashboard, not through a HubSpot Marketplace app.
Yes. Send a HubSpot workflow webhook to the Edesy CRM webhook trigger, or to Zapier or n8n, and a workflow places the call.
No. Calls run on Edesy telephony (Twilio, Exotel, Plivo, Vobiz, SIP trunk or Edesy-managed numbers), not HubSpot Calling.
Yes, by mapping the outcome to a deal stage in the workflow CRM update step. The mid-call plugin reads deals but does not change stages.
Sequences and other Sales Hub features stay in HubSpot. Edesy writes the data; your HubSpot workflows can act on it.
Other CRMs Edesy connects with
Connect HubSpot natively and keep records updated from every call.
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