Voxilo Docs

HubSpot

Push leads and call activity into HubSpot CRM automatically. Available on Growth and Pro.

Each Voxilo call creates or updates a HubSpot contact, attaches the call recording and transcript, sets lead score based on call intent, and creates a deal in the pipeline stage you configure.

Connect HubSpot

  1. Open Integrations

    In your Voxilo portal, go to Settings → Integrations and click Connect on HubSpot.

  2. Authorize with HubSpot

    You'll be redirected to HubSpot's OAuth consent screen. Log in with the HubSpot account that owns the portal you want to sync to, and approve the requested scopes (contacts, deals, and timeline events).

  3. Configure field mappings (optional)

    After connecting, Voxilo shows the default field mappings — which Voxilo lead fields sync to which HubSpot contact and deal properties. The defaults work for most setups; adjust if your HubSpot portal uses custom properties.

  4. Choose a pipeline and stage

    Select the HubSpot pipeline and the deal stage where new Voxilo leads should land. Most owners use "Incoming leads" or an equivalent first stage.

What Voxilo writes to HubSpot

After every Voxilo call that qualifies a lead:

  • Contact — created or updated in HubSpot with name, phone, email (if provided), and service address
  • Deal — created in the pipeline stage you configured; deal name includes the caller's name and service type
  • Timeline event — attached to the contact with the call duration, a summary of what was discussed, and a link to the full recording in your Voxilo dashboard
  • Lead score — set as a contact property based on Voxilo's 5-dimension quality score (intent, fit, urgency, contact quality, value)

Calls that don't qualify as leads (wrong numbers, hangups, robocalls) don't create HubSpot records.

Disconnecting

Go to Settings → Integrations → HubSpot and click Disconnect. Voxilo stops syncing immediately. Contacts and deals already in HubSpot are not affected.