> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tala-assistant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Recognize your customers in HubSpot and log every call there

![HubSpot logo](https://mintcdn.com/tala-73c4b5d5/7zXHx8ewGGEKzgOG/images/integrations/hubspot.svg?fit=max\&auto=format\&n=7zXHx8ewGGEKzgOG\&q=85\&s=6a3246d61e7cf0fc6405268efdd7935f)

## 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.

> [!NOTE]
>
> 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

| Feature | Description |
| - | - |
| **Caller recognition** | The agent finds the contact whose phone number is exactly the caller's |
| **Contact record** | The agent creates the record of a new caller, or fills in the empty fields of an existing one |
| **Call summary** | The agent adds a short summary of the call to the contact record |
| **Your choice of agents** | Only the agents you check can use HubSpot |

## 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.

> [!TIP]
>
> A duplicated agent starts unchecked: check it in **Agents** if it should use
> HubSpot too.

## Example Conversation

> [accordion] A known customer calls
>
> **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.*

> [accordion] A new caller
>
> **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

> [accordion] HubSpot is not in the list of integrations
>
> * HubSpot is being rolled out progressively: contact the Tala team to get it
>   on your account

> [accordion] The agent does not recognize a customer
>
> * 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

> [accordion] No summary appears on the record
>
> * Check that the integration does not show **Reconnect required**
> * Summaries appear in the activity history of the contact record

## Next Steps

> [card] [Call Transfer](https://docs.tala-assistant.com/workflows/call-transfer.md)
>
> Transfer callers to your team

> [card] [Workflow Tools](https://docs.tala-assistant.com/workflows/tools.md)
>
> See all available tools


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.