Can the agent book meetings via HubSpot during a live call?

Yes — it uses HubSpot's Scheduler API to check real-time availability and book directly. The caller gets a confirmed slot before they hang up, and HubSpot's standard meeting confirmations and reminders fire automatically.

How does deal creation work?

When the agent decides a caller qualifies (based on the criteria you configure), it creates a Deal in the right pipeline at the right stage, with an amount and an associated contact. You set the rules — the agent applies them.

What gets logged on the engagement?

Full call object: summary, transcript, recording URL, duration, sentiment, outcome (qualified / booked / info-only / etc.), and any custom properties captured during the call.

Can it enroll contacts in HubSpot workflows?

Yes. Outcome-based triggers — qualified leads to your sales workflow, support callers to a satisfaction sequence, urgent calls to internal alerts. Whatever you've built, the agent can fire it.

Does it handle custom properties?

Yes. Anything the agent collects on the call can be mapped to any HubSpot custom property — point-and-click.

Home›Integrations›HubSpot

Native integration

Every call becomes a record in HubSpot.

Contacts, meetings, deals, engagements, workflow enrollments — all populated automatically. Your AI receptionist behaves like a senior SDR who actually fills in the CRM.

Start free trial See how it works

OAuth · 3-minute connect
Meetings + Deals + Workflows
Engagement logged with transcript
Custom properties supported

Incoming call

RevSquared AI · Maria C. · (415) 555-0148

HubSpot· Contacts · Maria Castellanos

Synced · just now

Maria Castellanos

Castellanos & Co · Inbound demo

● Deal opened · Demo booked

CompanyCastellanos & Co · 50 employees

LifecycleMQL · Sales-ready

SourceInbound call

OwnerJordan K. · Round-robin

MQLservice-businesshot-leaddemo-booked

Workflow enrolled · Pre-demo nurture + rep alert

2 steps

Live preview — call → Contact → Deal → Workflow, in under 5 seconds

Built natively for

HubSpot

CRM, Marketing, + Sales hubs
Pipelines + custom properties
Workflow enrollment triggers
Full engagement objects

What syncs

From the call into your HubSpot CRM, instantly.

Contacts, deals, meetings, engagements — everything populates with the right field, the right pipeline, the right owner.

RevSquared · From the call

Caller name
Phone + email
Company
Qualification
Quoted value
Booked time
Call summary
Outcome

HubSpot · Into your CRM

Contact · First + Last
Contact · Phone + Email
Contact · Company
Deal · Pipeline + Stage
Deal · Amount
Meeting · Scheduled
Engagement · Notes
Workflow · Enrollment trigger

How it flows

A call comes in. HubSpot fills in by itself.

Five steps — every one observable in HubSpot's activity timeline.

01
Call comes in
AI agent answers, identifies the caller, and starts qualifying — capturing name, company, role, intent.
02
Contact created or matched
If the caller exists in HubSpot, the record is updated. If not, a fresh Contact is created with full detail.
03
Meeting booked via Scheduler
If the caller wants a meeting, the agent uses HubSpot's Scheduler API to book on the right rep's calendar in real time.
04
Deal created if qualified
Qualified leads get a Deal in the right pipeline at the right stage, with amount, close date, and contact association.
05
Engagement + workflow
Full call engagement logs with transcript, recording, sentiment. Workflows enroll based on the outcome.

What you get

More than a contact ping. A real HubSpot citizen.

Meetings via Scheduler

Live availability through HubSpot's Scheduler API. Books on the right rep's calendar, mid-call.

Deal creation

Qualified callers get a Deal in the right pipeline, with stage, amount, and close date set automatically.

Workflow enrollment

Outcome-based triggers — qualified leads to nurture, customers to satisfaction surveys, urgent calls to alerts.

Engagement logging

Full call object on the contact: summary, transcript, recording URL, duration, sentiment, outcome.

Custom properties

Anything the agent collects can land on a HubSpot custom property — point-and-click mapping.

Contact enrichment

Existing contacts get updated, not duplicated. New ones created with everything captured on the call.

Why teams pick RevSquared for HubSpot

The deepest way to put an AI agent in front of your HubSpot stack.

3 min

OAuth connect

Authorize HubSpot, pick the hub, you're live. No dev, no implementation call.

4 objects

All at once

Contacts, Meetings, Deals, Engagements — the agent writes to all of them in a single call flow.

Native

Not a Zap

Direct API. No middleware lag, no broken automations when HubSpot ships an update.

Common questions

Everything else you'd want to know.

Yes — it uses HubSpot's Scheduler API to check real-time availability and book directly. The caller gets a confirmed slot before they hang up, and HubSpot's standard meeting confirmations and reminders fire automatically.