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Synthflow.ai HubSpot App Setup Guide

Step #1: Install the app

Step #2: How to trigger calls

Overview

The Synthflow.ai HubSpot App integration streamlines your sales and marketing processes by leveraging AI-powered voice assistants to automate key tasks. This powerful integration allows you to:

  • Create AI voice assistants for outbound calls, inbound call handling, and 24/7 appointment scheduling
  • Connect with the right contacts at the right time
  • Accurately log all activities
  • Enrich your CRM with crucial information
  • Seamlessly integrate with HubSpot's powerful workflows

Key Features

  1. Effortless Contact Filtering: Easily pull specific contacts from HubSpot to initiate targeted calls.
  2. Data Integration: Import crucial information directly into HubSpot contact fields.
  3. Real-Time Appointment Booking: Schedule appointments in real-time during calls using HubSpot's scheduling tool.
  4. Seamless Automation: Integrate Synthflow smoothly into your HubSpot workflows.

Installation

To install the Synthflow.ai HubSpot App:

  1. Log into your HubSpot account.
  2. Navigate to the Marketplace or App Directory.
  3. Search for "Synthflow.ai" and click on the app.
  4. Click the "Install app" button.
  5. Review the requested permissions and click "Grant access" to authorize the integration.

Configuration

After installation, follow these steps to configure the Synthflow.ai HubSpot App:

  1. Navigate to Settings > Integrations > Connected Apps in your HubSpot account.
  2. Find and click on the Synthflow.ai integration.
  3. Click on "Configure" to set up the integration.

Setting Up Contact Syncing

  1. In the configuration panel, select which contact lists or properties you want to sync with Synthflow.ai.
  2. Choose the frequency of contact syncing (e.g., real-time, hourly, daily).
  3. Map HubSpot contact properties to Synthflow.ai fields to ensure proper data transfer.

Configuring AI Voice Assistants

  1. In the Synthflow.ai dashboard (accessed via Single Sign-On from HubSpot), set up your AI voice assistants for various tasks:
    • Outbound calls
    • Inbound call handling
    • Appointment scheduling
  2. Customize the AI's script and responses based on your business needs.

Setting Up Workflow Automation

  1. In HubSpot, navigate to Automation > Workflows.
  2. Create a new workflow or edit an existing one.
  3. Add Synthflow.ai actions to your workflow, such as "Initiate AI Call" or "Schedule Appointment".

Usage

Initiating Outbound Calls

  1. In HubSpot, select a contact or list of contacts.
  2. Choose the "Synthflow.ai Call" action from the contact actions menu.
  3. Select the appropriate AI voice assistant and call script.
  4. Initiate the call(s).

Handling Inbound Calls

  1. Inbound calls are automatically routed to the Synthflow.ai voice assistant.
  2. The AI handles the call based on the configured script and can perform actions such as:
    • Answering FAQs
    • Scheduling appointments
    • Routing to human agents when necessary

Viewing Call Logs and Analytics

  1. In HubSpot, navigate to the contact's activity timeline to view AI call logs.
  2. For detailed analytics, use the Synthflow.ai dashboard (accessible via Single Sign-On from HubSpot).

Disconnecting the Integration

To disconnect the Synthflow.ai HubSpot App:

  1. Go to Settings > Integrations > Connected Apps in your HubSpot account.
  2. Find the Synthflow.ai integration and click "Disconnect".
  3. Confirm the disconnection when prompted.

Note: Disconnecting the app will stop all AI-powered calls and data syncing. Existing data in HubSpot will remain unaffected.

Uninstalling the App

To completely remove the Synthflow.ai HubSpot App:

  1. Follow the disconnection steps above.
  2. Go to Settings > Integrations > Connected Apps.
  3. Find the Synthflow.ai app and click "Uninstall".
  4. Confirm the uninstallation when prompted.

For detailed instructions on uninstalling HubSpot apps, please refer to this HubSpot Knowledge Base article.

FAQs

Q: How often does Synthflow.ai sync with HubSpot?
A: By default, syncing occurs every 15 minutes, but this can be adjusted in the configuration settings.

Q: Can I customize the AI voice assistant's script?
A: Yes, you can fully customize the script and responses in the Synthflow.ai dashboard.

Q: What happens to my data if I uninstall the app?
A: Your HubSpot data remains intact. However, any ongoing AI calls or scheduled tasks will be canceled.

For additional support or questions, please contact Synthflow.ai support at [email protected] or visit our Help Center.

Updated 8 days ago