HubSpot

Sync RevDesk with HubSpot CRM, receive leads from HubSpot workflows, log call results, and create deals.

Connect RevDesk with HubSpot for a bidirectional integration. A HubSpot workflow can deliver a lead to a RevDesk lead source, which opens the connected jobs. RevDesk logs call results back to HubSpot and can create deals for qualified leads.

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What it does

• Receive HubSpot workflow leads - A HubSpot workflow posts to a RevDesk lead source, and connected jobs begin within seconds
• Log all calls - Every AI conversation is logged to HubSpot with transcript, recording URL, duration, and outcome
• Auto-create contacts - New callers are added to HubSpot automatically, existing contacts get updated
• Sync qualification data - AI qualification scores, call summaries, and custom properties sync to HubSpot in real-time
• Create deals - When AI qualifies a lead above your threshold, a deal is created in your pipeline automatically

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Setup

1. Connect HubSpot

   Go to Settings → Integrations → HubSpot and click “Connect HubSpot”. Sign in and grant permissions for contacts, deals, and custom properties.

2. Configure sync settings

   Choose what to sync: call activity logging (default on), custom contact properties (default on), and deal creation (default off).

3. Set up triggers (optional)

   Create a HubSpot lead source in Directory → Lead sources, map HubSpot contact fields, connect it to a Speed to Lead job, and copy its webhook URL and secret into the HubSpot workflow.

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Trigger calls from HubSpot

Set up a HubSpot workflow to trigger outbound AI calls instantly:

1. Create a lead source in RevDesk

   Go to Directory → Lead sources, create a HubSpot source, and connect it to a Speed to Lead job.

2. Copy the webhook URL

   Copy the webhook URL and secret from the source card. Credentials are visible to workspace admins only.

3. Create a HubSpot workflow

   In HubSpot, create a workflow triggered by your desired event (form fill, deal stage change, etc.).

4. Add a webhook action

   Add a “Send webhook” action to the workflow. Set the method to POST and paste the RevDesk webhook URL.

5. Configure the payload

   Include the contact’s phone, email, first name, and last name in the webhook body.

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What gets synced back

After every AI call, RevDesk syncs these to HubSpot:

Call engagement (timeline activity)

Field	Description
Call title	”AI Call: Contact Name”
Duration	Call length in seconds
Direction	Inbound or outbound
Status	Completed, no answer, busy, failed
Call body	AI-generated summary of the conversation
Recording URL	Link to the call recording
From/To numbers	Caller and recipient phone numbers

Custom contact properties

Property	HubSpot Name	Description
Last AI Call Date	revdesk_last_ai_call_date	When the last AI call occurred
Qualification Score	revdesk_qualification_score	AI qualification score (0-100)
Call Summary	revdesk_call_summary	AI summary of the last call
Total AI Calls	revdesk_total_ai_calls	Running count of AI calls

These properties are created automatically in a “RevDesk” property group. Use them in HubSpot workflows and reports.

Deals (optional)

When deal creation is enabled and a lead qualifies above your threshold (default: 60), RevDesk creates a deal associated with the contact.

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Data sync

Data	Direction	Trigger
Contacts	Both ways	On call or import
Call activities	RevDesk → HubSpot	After each call
Custom properties	RevDesk → HubSpot	After each call
Deals	RevDesk → HubSpot	When lead qualifies
Workflow triggers	HubSpot → RevDesk	On HubSpot workflow event

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Use cases

• Speed to Lead - Form fill on your website → HubSpot workflow → AI calls the lead within 15 seconds
• After-hours coverage - Inbound calls handled by AI → logged to HubSpot with full details
• Job outreach - Give a job HubSpot contacts → AI calling → results sync back to HubSpot
• Lead qualification - AI calls → scores the lead → creates deal if qualified → assigns to sales rep via HubSpot workflow

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Requirements

• HubSpot account (Free CRM, Starter, or higher)
• Admin or sales permissions in HubSpot
• OAuth authorization with contact + deal + property scopes
• No additional cost from RevDesk

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Troubleshooting

Calls not triggering from HubSpot workflow

Verify the source webhook URL and secret in the HubSpot workflow action. Check the source card for the latest attempt and mapping error, confirm a connected job is active, and ensure the payload includes a phone number.

Call results not appearing in HubSpot

Check that your HubSpot connection has the required scopes. Go to Settings → Integrations → HubSpot. If you see “Reconnect needed”, click to re-authorize with the new permissions.

Custom properties not appearing

Click “Setup Custom Properties” in the HubSpot integration settings. RevDesk creates them automatically in a “RevDesk” property group.

Contacts not syncing

Check that contact sync is enabled in Settings → Integrations → HubSpot → Sync Settings. Contacts are synced after each call or when imported from HubSpot.

Duplicate contacts

RevDesk deduplicates by email first, then phone number. If a HubSpot contact already exists with the same email or phone, it’s linked rather than duplicated.

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Connect HubSpot

Set up the integration now