HubSpot

    Log calls, notes, and bookings as CRM activities and kick off nurture workflows

    Goal → Log calls, notes, and bookings as CRM activities and kick off nurture.

    Ways to connect

    1) Post-call webhooks → your backend → HubSpot API

    Transform webhook payload to CRM objects—Notes and Engagements.

    • Transform webhook payload to CRM objects
    • Create Notes via /crm/v3/objects/notes and associate to Contacts/Companies/Deals1
    • Create Engagements (calls/meetings/tasks/notes) on records (legacy)2
    • Reflect the full interaction timeline in HubSpot

    2) Zapier (no code)

    HubSpot + Zapier triggers/actions let you create/update CRM records without code.

    • HubSpot + Zapier triggers and actions available3
    • Create/update Contacts, Companies, Deals, and custom objects
    • Ideal for "qualified call → deal created" flows
    • No coding required for setup

    3) Direct API

    Use CRM v3 endpoints to write structured activity with timestamps and owner IDs.

    • Use CRM v3 endpoints for Notes, Calls, and Associations4
    • Write structured activity with timestamps
    • Assign owner IDs for proper attribution
    • Full control over CRM data structure

    Demo (0:20) 🎧

    AI qualifies PI lead → webhook → HubSpot Note + Deal + task to SDR

    References

    1. HubSpot CRM v3 Notes API - /crm/v3/objects/notes
    2. HubSpot Legacy Engagements API for calls/meetings/tasks/notes
    3. Zapier HubSpot Integration Directory
    4. HubSpot CRM v3 API Documentation for Notes, Calls, and Associations

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