Skip to main content
HubSpot logo

​
Overview

The HubSpot integration lets your voice agents recognize a caller from their phone number, create or complete their contact record, and add a call summary to that record during the call. Your team finds every call in the contact’s history in HubSpot, without typing anything.
HubSpot is in Beta. To connect it, sign in with a HubSpot user allowed to install apps in your account, for example a super admin.

​
What You Can Do

​
Setup

1

Connect HubSpot

Go to Integrations, click Create Integration and choose HubSpot.
2

Authorize access

Sign in to HubSpot, choose the account to connect and accept the requested access. Tala only asks for access to your contacts and their notes.
3

Choose the agents

Back on the Integrations page, click Agents next to HubSpot, check the agents that should use HubSpot, then click Save. No agent is checked by default.
A duplicated agent starts unchecked: check it in Agents if it should use HubSpot too.

​
Example Conversation

Caller: Hello, I’m calling about my order from last week.Agent: Hello Mrs. Martin, of course. Can you tell me what the problem is?Before the call ends, the agent adds a summary to Mrs. Martin’s record in HubSpot.
Caller: Hello, I’d like information about your services. My name is Paul Durand, from Durand Plumbing.Agent: Nice to meet you, Mr. Durand. What would you like to know?The agent creates Paul Durand’s record with his phone number and company, then adds the call summary to it.

​
What Tala Never Does

  • Never replaces your data: Tala only fills in empty fields. A name, a company or an email already in HubSpot stays as it is.
  • Never guesses who is calling: Tala uses a record only when it matches the number the caller is calling from, or a phone number or email the caller confirmed during the call. If several records match, Tala picks none of them and writes nothing. If the caller says the number they are calling from is not theirs when the agent offers it, Tala stops using that number.
  • Never reads out your records: the agent only learns the caller’s first name, last name and company, and only when the caller is recognized from the number they are calling from.
  • No deletion: Tala never deletes or archives anything in HubSpot.
A call adds at most three summaries to a record.

​
Managing the Connection

  • Agents: click Agents next to HubSpot to add or remove an agent at any time.
  • Delete: click the trash icon next to HubSpot. Your agents stop using HubSpot. Records and summaries already written stay in HubSpot.
  • Reconnect: if HubSpot refuses Tala’s access (access revoked, user removed), the integration shows Reconnect required and you receive an email. Click Reconnect and sign in to HubSpot again.

​
Troubleshooting

  • HubSpot is being rolled out progressively: contact the Tala team to get it on your account
  • Check that the agent is checked in Agents next to HubSpot
  • Check the customer’s phone number in HubSpot: write it in international format (for example +33 6 12 34 56 78), or make sure HubSpot knows its country
  • If several records share this number, merge them in HubSpot
  • Check that the integration does not show Reconnect required
  • Summaries appear in the activity history of the contact record

​
Next Steps

Call Transfer

Transfer callers to your team

Workflow Tools

See all available tools