HubSpot with Call0Every new caller is a HubSpot contact.
Your phone assistant asks for name, company and contact details and writes both to the CRM: the contact and a note about the call.
Start without an account.
What your agent does during the call
Create a contact
The first name is required. Last name, email, phone number and company are added as soon as the caller mentions them.
Write a note
The request is stored as a HubSpot note with a timestamp. The contact’s email address is at the start of the note so you can match it.
How it sounds on the phone
- CallerHello, I’m interested in your maintenance contracts for refrigeration systems.
- Call0Happy to help. Which company are you enquiring for, and what is your name?
- CallerSommer Bakery, my name is Daniel Sommer.
- Call0Thank you, Mr Sommer. Roughly how many units are we talking about, and which email address may we send the quote to?
- CallerThree cold rooms. To info at sommer dash bakery dot de.
- Call0I’ve created you as a contact and noted: maintenance contract for three cold rooms. Our sales team will be in touch.
Contact in HubSpot · Note with the request saved
How to connect it
- Search for HubSpot in your agent’s “Integrations” and click “Connect”.
- Sign in to HubSpot and pick the portal the contacts should be written to.
- Tell Agent0 when a caller counts as a contact: everyone, prospects only, or only with an email address. That rule then sits in the agent’s instructions.
At the end of setup you choose which actions your agent may use.
What the integration does not do
- The agent does not search for existing contacts and does not merge duplicates.
- Deals, pipelines and tasks are not created during the call.
- The note is text. The standard action does not fill custom contact properties.
Questions about HubSpot
Is the note saved directly on the contact?
The note is created in HubSpot and names the contact’s email address in its text. The standard action does not set a fixed association with the contact record.
What happens if the caller gives no email address?
The contact is still created, with name and phone number. For the note, the agent needs an email address as a reference.
Can Call0 qualify leads during the call?
The agent asks the questions you specify and writes the answers into the note. This does not automatically produce a score or a lead status in HubSpot.
Listen to your agent.
Enter your website and let it call you.