HubSpot Integration
This page discusses about the native integration of Talkstack AI app in Hubspot
Last updated
This page discusses about the native integration of Talkstack AI app in Hubspot
Last updated
Talkstack AI natively integrates with HubSpot, you don't need any middleware or third party interaction to get Talkstack AI working with HubSpot.
Getting Started
Prerequisites: In order to install app in your account, you need have an account with access to workflows and sequences on . For new users it is necessary to create a new account and create at least one project and one agent on . A user can create multiple projects and each project can have multiple agents. Before making calls you need to get verified and get a number. For getting a number contact joy@talkstack.ai
Installation: Follow these steps to get the app installed in .
Go to HubSpot market place and search for Talkstack AI app and then click on install button.
You will be then redirected to account selection page. Select the account in which you want to install the app. After that permissions page will be shown. You need to grant these permissions in order to install the app. Review these permissions and then click on connect button.
Go to automation > workflows and then either edit an existing workflow or create a new one from scratch. We are going to create a new workflow from scratch here. Click on the button on the top right corner that says Create workflow > From scratch.
Select the object on which the the workflow is based on, we will be making a contact-based workflow for making calls. So, selecting contact-based workflow. Click on the next button.
Select trigger for you workflow, and also check re enroll if you want to enroll contacts again and again. Click the "+" icon to add new step in the workflow. From the "Integrated apps" section select Talkstack app and then select the feature like "Make AI Phone Call".
Fill in the form to make call to the contact. Details like Phone Number, API Key, AgentID and Project ID are required fields. You can use property mapping to put phone numbers dynamically in the form.
Review and publish the workflow. Enroll contacts in the workflow and you are ready to make calls.
Further, if you want to use a different prompt for a certain workflow, you can put it in "Agent Prompt" field. This agent prompt will not overwrite the prompt saved via Talkstack dashboard. If you have prompt in dashboard and put one here then this prompt will be used to make calls. If your prompt uses dynamic variables then you can put a json of these variables in the "Dynamic Variables" field. Eg -> Agent Prompt - You are an agent called Sona. You work in a clinic named {{clinicname}}. You can take any questions related to general health. Dynamic Variables - {"clinicname": "John Doe's Clinic"}
Finally, you will be redirected to login, into the dashboard and you will be prompted with a snackbar saying "HubSpot integration successful".
Go to your account and then click on settings icon > integrations > connected apps. There in connected apps list, you will find the app. If you don't see the app there try refreshing the page. If the issue persists contact joy@talkstack.ai.
Using Talkstack AI app in Workflows: app can be used to make calls to contacts from contacts object. The AI agent will interact with the contact and you can even get post call analysis. Follow these steps to use app in workflows:
