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

# 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 tasks. RevDesk logs call results back to HubSpot and can create deals for qualified leads.

***

## What it does

* **Receive HubSpot workflow leads** - A HubSpot workflow posts to a RevDesk lead source, and connected tasks begin within seconds
* **Log all calls** - Every AI call is logged to HubSpot with its summary, 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 after each call
* **Create deals** - When AI qualifies a lead above your threshold, a deal is created in your pipeline automatically
* **Import and mirror records** - Import HubSpot contacts, companies, and deals; companies and deals you create or edit in RevDesk are written back

***

## Setup

<Steps>
  <Step title="Connect HubSpot">
    Go to **Settings → Integrations → HubSpot** and click "Connect HubSpot". Sign in and grant permissions for
    contacts, deals, and custom properties.
  </Step>

  <Step title="Configure sync settings">
    Choose what to sync: call activity logging (default on), custom contact properties (default on), and deal
    creation (default off).
  </Step>

  <Step title="Set up triggers (optional)">
    Create a HubSpot lead source in **Directory → Lead sources**, map HubSpot contact fields, connect it to a
    Speed to Lead task, and copy its webhook URL and secret into the HubSpot workflow.
  </Step>
</Steps>

***

## Trigger calls from HubSpot

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

<Steps>
  <Step title="Create a lead source in RevDesk">
    Go to **Directory → Lead sources**, create a HubSpot source, and connect it to a Speed to Lead task.
  </Step>

  <Step title="Copy the webhook URL">
    Copy the webhook URL and secret from the source card. Credentials are visible to workspace admins only.
  </Step>

  <Step title="Create a HubSpot workflow">
    In HubSpot, create a workflow triggered by your desired event (form fill, deal stage change, etc.).
  </Step>

  <Step title="Add a webhook action">
    Add a "Send webhook" action to the workflow. Set the method to POST and paste the RevDesk webhook URL.
  </Step>

  <Step title="Configure the payload">
    Include the contact's phone, email, first name, and last name in the webhook body.
  </Step>
</Steps>

***

## 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.

***

## Data sync

| Data | Direction | Trigger |
| - | - | - |
| Contacts | Both ways | On call or import |
| Companies | Both ways | On import or edit |
| Deals | Both ways | On import, edit, or qualification |
| Call activities | RevDesk → HubSpot | After each call |
| Custom properties | RevDesk → HubSpot | After each call |
| Workflow triggers | HubSpot → RevDesk | On HubSpot workflow event |

***

## Use cases

* **Speed to Lead** - Form fill on your website → HubSpot workflow → RevDesk reaches the lead within seconds
* **After-hours coverage** - Inbound calls handled by AI → logged to HubSpot with full details
* **Task outreach** - Give a task 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

***

## 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

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="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 task is active, and ensure the payload includes a
    phone number.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Custom properties not appearing">
    Click "Setup Custom Properties" in the HubSpot integration settings. RevDesk creates them automatically in
    a "RevDesk" property group.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

***

<Card title="Connect HubSpot" icon="hubspot" href="https://www.revdesk.com/settings/integrations">
  Set up the integration now
</Card>


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