Which HubSpot plans are supported?

The integration works with all HubSpot plans including Free, Starter, Professional, and Enterprise. Workflow triggers require Professional or Enterprise plans.

Is the sync real-time?

Yes, data syncs in real-time via webhooks. Call outcomes, notes, and contact updates appear in HubSpot within seconds of the call ending.

Can I trigger calls from HubSpot workflows?

Yes, you can create workflow actions that trigger AI outbound calls based on any HubSpot trigger including form submissions, deal stage changes, or date-based triggers.

Are call recordings accessible in HubSpot?

Yes, call recordings and transcripts are linked in the HubSpot activity timeline for each contact, making it easy to review conversations.

Outbound Calling Bot HubSpot Integration | Edesy | Edesy

HubSpot Integration Features

Seamless CRM-to-call automation

Workflow Triggers

Trigger outbound calls directly from HubSpot workflows based on deal stage, lead score, or custom events.

Bi-Directional Sync

Lead data, call outcomes, notes, and scores sync between HubSpot and Edesy in real-time.

Contact Enrichment

Enrich HubSpot contact records with call transcripts, sentiment data, and qualification scores.

Smart Lists

Create calling campaigns from HubSpot smart lists and segments for targeted outreach.

Activity Logging

Every call is logged as an activity in HubSpot with duration, outcome, recording link, and notes.

Pipeline Updates

Automatically move deals through pipeline stages based on call outcomes and lead qualification.

Connect HubSpot in Minutes

Simple setup, powerful automation

Authenticate HubSpot

Connect your HubSpot account with secure OAuth 2.0 authentication in one click.

Map Data Fields

Map HubSpot properties to Edesy fields for seamless data flow between platforms.

Create Workflow Triggers

Set up HubSpot workflows that trigger AI outbound calls based on your criteria.

Launch & Monitor

Start calling from HubSpot and monitor results in both platforms simultaneously.

HubSpot Users Love It

"The HubSpot integration is seamless. We trigger AI calls from deal stage changes and every outcome updates our pipeline automatically. Our sales process is fully automated now."

Rahul Verma

"Setting up the integration took 10 minutes. Now every new lead in HubSpot gets an AI qualification call within 5 minutes. Our response time went from hours to minutes."

Sneha Pillai

HubSpot Integration FAQ

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