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HubSpot integration preview
CRM Integration
HubSpot

Connect EarlyBird AI with HubSpot

EarlyBird writes every call, booking, and escalation straight into HubSpot so revenue teams never lose context between the phones and the CRM.

Overview

Upgrade HubSpot with real-time call intelligence. EarlyBird detects the caller, logs a rich timeline event with the transcript, sentiment, and next steps, and keeps your lifecycle stages accurate without reps retyping notes.

Teams get a single source of truth that shows the entire call journey beside deals, tickets, and marketing engagements so nobody wonders what really happened on the phones overnight.

What syncs automatically

  • Caller matching against HubSpot contacts, companies, and recent form submissions.
  • Timeline events with transcripts, audio recording links, sentiment, and AI summaries.
  • Automatic lifecycle stage or deal phase updates based on call outcome.
  • Task creation with due dates for escalations or promised follow-ups.
  • Owner hand-offs with SLA reminders when VIPs or high-intent leads call in.

Launch in minutes

  1. 1Connect HubSpot with OAuth (no manual API keys).
  2. 2Choose which pipelines, teams, or lifecycle stages EarlyBird should monitor.
  3. 3Map EarlyBird call outcomes to HubSpot lifecycle stages or deal properties.
  4. 4Enable transcript and recording attachments for qualifying calls.
  5. 5Test with a live call to confirm dispositions and automations fire correctly.

Playbooks we recommend

  • After-hours bookings automatically create tasks for the morning team with the transcript attached.
  • Escalated voicemails assign to the right owner and pause nurture sequences until someone replies.
  • High-intent calls bump lifecycle stage and trigger a Slack + email alert for sales leadership.