HubSpot
Look up, create, and update HubSpot CRM contacts and deals from a live call.
The HubSpot connector lets your voice agents look up, create, and update CRM contacts and deals directly from a conversation, using your organization's own HubSpot account.
Connect it
- Go to /connectors and click Connect on HubSpot.
- Talkr shows you a redirect URI — register it in your HubSpot app's OAuth settings.
- Enter your HubSpot app's Client ID and Client Secret, then click Save & Authorize.
- You're redirected to HubSpot's consent screen. Approve access, and you're returned to Talkr connected.
You need your own HubSpot app (Client ID/Secret) — Talkr does not provide a shared app. Create one under your HubSpot account's developer settings if you don't have one yet.
Actions
| Action | Description | Parameters |
|---|---|---|
find_contact_by_phone | Look up an existing contact by phone number, to recognize a returning caller before creating a duplicate. | phone (required) |
create_contact | Create a HubSpot CRM contact. | email (required), first_name, last_name, phone |
update_contact | Update an existing contact's details. | contact_id (required), email, first_name, last_name, phone (at least one of the latter four required) |
create_deal | Create a HubSpot CRM deal. | deal_name (required), amount |
find_contact_by_phone does an exact match against HubSpot's stored phone property — it only finds a caller if their number is stored in the same format you search with. It's a starting point for "have we spoken to this number before," not a substitute for phone-number normalization on the HubSpot side.
Attach these to a workflow node like any other tool — see Tools for how tool attachment and invocation work.
Example
An inbound support agent calls find_contact_by_phone at the start of the call using the caller's number, so it can greet a returning customer by name instead of asking again. If no match is found, it calls create_contact instead. A sales-qualification agent asks the caller for their email, then calls create_contact before routing to a booking node — and if the caller expresses budget-ready interest, also calls create_deal with the deal name and quoted amount.