Add a Synthflow agent to HubSpot
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Navigate to your HubSpot Automation.
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Create a new Automation in HubSpot then click here.
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Click “Synthflow AI Phone Calling”
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Click here.
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Click Synthflow Model ID
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Switch to your agents tab in Synthflow
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Click this icon to Copy your model ID
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Switch back to your HubSpot Workflow
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Paste it into the top field [[meta]] + [[v]]
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Next do the same with the API Key
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Click here.
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Switch to the Workflow again…
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Press [[meta]] + [[v]]
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Click the “Phone Number” field.
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Next map the Contacts “Phone Number**”
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Click the “Contact Name” field.
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Map the “First Name” field
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Click the “Contact Record ID” field.
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Click the “Search contact properties” field.
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Type “record”
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Click “Record ID”
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Click the “Lead Email” field.
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Click “Email”
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Click the “Lead Timezone” field.
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Click the “Search contact properties” field.
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Search for “time”
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Click “Time Zone”
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Click “AI Prompt”
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Click the “Prompt” field in your Synthflow agent Tab.
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Press [[meta]] + [[a]]
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Press [[meta]] + [[c]]
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Type ” [[Backspace]]”
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Click out to auto-save.
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Switch back to HubSpot
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Paste in your Prompt [[meta]] + [[v]]
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Click into AI Prompt field in HubSpot
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Find where you want to bring in a Custom Variable to use in the conversation, in this case we want First and Last name.
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Click “First Name”
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Type ""
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Click “Last Name”
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Once you are happy with you AI Prompt in HubSpot, press Save
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Click “Save”
Tip: Now you can use all of you HubSpot data in your Synthflow agent calls.