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Synthflow AI Phone Calling app for HubSpot

Use HubSpot with Synthflow to connect CRM data with AI phone calls. Install the Synthflow AI Phone Calling app from the HubSpot Marketplace, connect your HubSpot account in Synthflow, and let agents call contacts from HubSpot workflows or manual enrollments.

The integration helps sales and support teams trigger outbound calls, keep contact records updated, and review call activity from the same CRM where they manage leads and customers.

Overview

With HubSpot and Synthflow, teams can combine CRM data with voice AI workflows to reach contacts, qualify leads, and keep call activity connected to customer records.

  • Trigger outbound calls from HubSpot contacts and workflows.
  • Use HubSpot contact data such as phone number, name, email, record ID, and timezone in Synthflow calls.
  • Log call activity so teams can review AI call outcomes alongside contact history.
  • Support sales and service workflows such as lead qualification, follow-up calls, reminders, and appointment scheduling.

Installation

Install Synthflow AI Phone Calling from the HubSpot Marketplace before you connect HubSpot to Synthflow.

1

Log in to HubSpot with an account that can install Marketplace apps.

3

Click Install app, review the requested permissions, and grant access.

Connect HubSpot in Synthflow

HubSpot connection in Synthflow integrations settings

After the app is installed, connect HubSpot from Synthflow so agents and workflows can access the integration.

1

In Synthflow, go to Admin → Workspace Settings → Integrations.

2

Find HubSpot and click Connect.

3

Choose the HubSpot account you want to connect, then approve the authorization request.

4

When the connection is complete, return to Synthflow and configure the agents or workflows that should use HubSpot data.

Make a phone call

Use the Synthflow action in a HubSpot workflow when you want a HubSpot event to trigger an outbound call. For example, you can manually enroll one contact and ask a Synthflow agent to call that contact.

HubSpot workflow with Synthflow AI Phone Calling action

1

In HubSpot, open Automations > Workflows and create a contact-based workflow.

2

Choose manual enrollment so you can test the workflow with one HubSpot contact first.

3

Add the Synthflow AI Phone Calling action.

4

Paste the Synthflow Model ID for the agent that should make the call, then add your Synthflow API key if HubSpot asks for it.

5

Map Phone Number to the contact phone number field.

6

Add any prompt context or pre-call variables the agent should use during the call, then save the action.

Manual HubSpot enrollment for a Synthflow phone call

To test the setup, open a HubSpot contact with a valid phone number, enroll the contact in the workflow, and confirm that the Synthflow agent starts the outbound call. Start with one contact before enrolling lists or using automatic triggers.

Call activity

After calls run, you can review call activity in both HubSpot and Synthflow. Call information is passed to both platforms, including outcomes, transcripts, and recordings. Use the Synthflow dashboard for agent-level performance details.

Uninstall

To disconnect HubSpot, go to Admin → Workspace Settings → Integrations in Synthflow or Settings > Integrations > Connected Apps in HubSpot, then disconnect the Synthflow app. Disconnecting stops new AI-powered calls and sync activity, but existing HubSpot data remains in HubSpot.

To uninstall the app completely, remove Synthflow AI Phone Calling from HubSpot Connected Apps. HubSpot provides more detail in its guide to connecting and uninstalling apps.

FAQ

Install Synthflow AI Phone Calling from the HubSpot Marketplace.

Yes. Add the Synthflow AI Phone Calling action to a HubSpot workflow, choose the Synthflow model or agent, and map the HubSpot contact fields the call needs.

Uninstalling stops new calls and sync activity from the HubSpot app. Existing HubSpot contact data and activity history remain in HubSpot.