Setup the Hubspot App
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
- Effortless Contact Filtering: Easily pull specific contacts from HubSpot to initiate targeted calls.
- Data Integration: Import crucial information directly into HubSpot contact fields.
- Real-Time Appointment Booking: Schedule appointments in real-time during calls using HubSpot's scheduling tool.
- Seamless Automation: Integrate Synthflow smoothly into your HubSpot workflows.
Installation
To install the Synthflow.ai HubSpot App:
- Log into your HubSpot account.
- Navigate to the Marketplace or App Directory.
- Search for "Synthflow.ai" and click on the app.
- Click the "Install app" button.
- 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:
- Navigate to Settings > Integrations > Connected Apps in your HubSpot account.
- Find and click on the Synthflow.ai integration.
- Click on "Configure" to set up the integration.
Setting Up Contact Syncing
- In the configuration panel, select which contact lists or properties you want to sync with Synthflow.ai.
- Choose the frequency of contact syncing (e.g., real-time, hourly, daily).
- Map HubSpot contact properties to Synthflow.ai fields to ensure proper data transfer.
Configuring AI Voice Assistants
- 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
- Customize the AI's script and responses based on your business needs.
Setting Up Workflow Automation
- In HubSpot, navigate to Automation > Workflows.
- Create a new workflow or edit an existing one.
- Add Synthflow.ai actions to your workflow, such as "Initiate AI Call" or "Schedule Appointment".
Usage
Initiating Outbound Calls
- In HubSpot, select a contact or list of contacts.
- Choose the "Synthflow.ai Call" action from the contact actions menu.
- Select the appropriate AI voice assistant and call script.
- Initiate the call(s).
Handling Inbound Calls
- Inbound calls are automatically routed to the Synthflow.ai voice assistant.
- 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
- In HubSpot, navigate to the contact's activity timeline to view AI call logs.
- 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:
- Go to Settings > Integrations > Connected Apps in your HubSpot account.
- Find the Synthflow.ai integration and click "Disconnect".
- 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:
- Follow the disconnection steps above.
- Go to Settings > Integrations > Connected Apps.
- Find the Synthflow.ai app and click "Uninstall".
- 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 3 months ago