This tutorial walks you through integrating AI voice agents with HubSpot CRM. We'll cover native integration via Synthflow (easiest) and API integration via Vapi or Retell AI (more flexible).
Step 1: Choose your integration approach
This step covers choose your integration approach. Follow the platform-specific instructions for HubSpot Integration.
Step 2: Set up Synthflow + HubSpot (native)
This step covers set up synthflow + hubspot (native). Follow the platform-specific instructions for HubSpot Integration.
Step 3: Set up Vapi + HubSpot (via API)
This step covers set up vapi + hubspot (via api). Follow the platform-specific instructions for HubSpot Integration.
Step 4: Map fields and sync rules
This step covers map fields and sync rules. Follow the platform-specific instructions for HubSpot Integration.
Step 5: Test with sample call
This step covers test with sample call. Follow the platform-specific instructions for HubSpot Integration.
Step 6: Configure workflows
This step covers configure workflows. Follow the platform-specific instructions for HubSpot Integration.
Step 7: Monitor and troubleshoot
This step covers monitor and troubleshoot. Follow the platform-specific instructions for HubSpot Integration.