HubSpot

Use the HubSpot integration to trigger AI-powered outbound calls directly from your HubSpot Contact workflows. When a contact meets your enrollment criteria — a new lead, a status change, a deal moving stages — Atllas places the call automatically. When the call ends, the results are written back to the contact record in HubSpot.

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How it works

1. You install the Atllas AI Calling app in HubSpot
2. You connect your Atllas account from the Atllas integrations page
3. You add the Make AI Call action to any HubSpot Contact workflow
4. When a contact enrolls, Atllas places the call automatically
5. Call results (status, summary, sentiment, recording) are written back to the contact record

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Setup

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Step 1 — Install the Atllas AI Calling app in HubSpot

1. Go to the Atllas AI Calling listing in the HubSpot Marketplace
2. Click Install app
3. Select the HubSpot account you want to connect and complete the authorization

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Step 2 — Connect your Atllas account

After installing the app, you need to link it to your Atllas account. This creates the campaign that the workflow action will use.

1. Go to app.atllasx.com
2. Navigate to AI Calling → Integrations
3. Click Inbound and select HubSpot
4. Follow the prompts to authorize the connection

Once connected, a new inbound campaign appears on your integrations page. This is the campaign your workflow action will use.

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Step 3 — Configure the campaign

Every call triggered by the integration uses the campaign created in Step 2. Set it up before activating your workflow:

1. On the HubSpot campaign, click Phone Call Settings
2. Configure the script, voice, voicemail message, follow-ups, and any other call behaviour
3. Save

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Step 4 — Add the workflow action in HubSpot

1. In HubSpot, go to Automation → Workflows
2. Create a new Contact-based workflow, or open an existing one
3. Add an action and search for Make AI Call
4. Select your Atllas Campaign from the dropdown
5. Save and activate the workflow

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What gets written back to HubSpot

When a call completes, Atllas automatically updates the contact record with the following properties under the Atllas AI Calling property group: These properties are created automatically when you install the app. You can use them to filter contacts, build lists, trigger follow-up workflows, or report on call outcomes — just like any other HubSpot contact property.

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Fields sent to Atllas

When the workflow action executes, HubSpot sends the following contact properties to Atllas to personalize the call:

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Customising the phone call

All call behaviour is controlled by the campaign linked to your HubSpot webhook — voice, script, voicemail message, follow-ups, call forwarding, and more. To change call behaviour:

1. Go to AI Calling → Integrations in Atllas
2. Find your HubSpot campaign and click Phone Call Settings
3. Edit any setting
4. Save — changes apply to all future calls

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Viewing results in Atllas

Every call triggered by the integration also appears in the campaign’s results table in Atllas, alongside the transcript, recording, AI summary, lead warmth classification, and extracted action items. See Call Results & Transcripts for details.

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Tips

• Test the integration with a non-production phone number before activating your workflow at scale
• Make sure your campaign script is configured before enrolling real contacts
• The Make AI Call workflow action fires asynchronously — the call may be placed a few minutes after the workflow step executes depending on queue volume
• Monitor your Atllas calling credits before enabling high-volume workflows

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Disconnecting

To disconnect the HubSpot integration:

1. In Atllas, go to AI Calling → Integrations
2. Find your HubSpot campaign and delete it

Or from within HubSpot:

1. Go to your AtllasX app Settings tab
2. Click Disconnect

Disconnecting stops new calls from being triggered. Existing call results on contact records are not affected.