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Use the HubSpot integration to trigger AI-powered calls from HubSpot contact workflows. When a contact meets your enrollment criteria, AtllasX places the call. The criteria can use a new contact, status change, or deal stage. When the call ends, AtllasX writes results to the HubSpot contact.
The AtllasX AI Calling app is coming soon to the HubSpot Marketplace. You need AtllasX and HubSpot accounts. Contact info@atllas.com for early access.

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How it works

  1. Install the AtllasX AI Calling app in HubSpot
  2. Connect your AtllasX account from the AtllasX Integrations page
  3. Add the Make AI Call action to any HubSpot Contact workflow
AtllasX places a call whenever a contact enrolls. After the call, AtllasX writes its status, summary, sentiment, and recording to the contact.

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Setup

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Step 1: Install the AtllasX AI Calling app in HubSpot

  1. Go to the AtllasX AI Calling listing in the HubSpot Marketplace
  2. Click Install app
  3. Choose the HubSpot account you want to connect
  4. Complete the authorization

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Step 2: Connect your AtllasX account

After installing the app, link it to your AtllasX account. This creates the campaign used by the workflow action.
  1. Go to app.atllasx.com
  2. Open Integrations in the sidebar (under General)
  3. Find the HubSpot card and click View integration
  4. Click Connect HubSpot
  5. Follow the prompts to authorize the connection
The + Custom integration menu in the page header runs the same flow, under HubSpot. 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 you turn the workflow on:
  1. Click Phonecall Settings on the HubSpot campaign
  2. Set the script, voice, voicemail message, follow-ups, and any other call behavior
  3. Save

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Step 4: Add the workflow action in HubSpot

  1. Go to Automation → Workflows in HubSpot
  2. Create a new Contact-based workflow, or open an existing one
  3. Add an action
  4. Search for Make AI Call
  5. Choose your AtllasX Campaign from the dropdown
  6. Save the workflow
  7. Turn the workflow on
If the campaign menu is empty, complete step 2 first. It lists campaigns connected in AtllasX.

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What gets written back to HubSpot

When a call completes, AtllasX updates the contact record. It writes these properties under the AtllasX AI Calling property group:
You will still see atllas in two places in HubSpot, and both are expected. The underlying property keys are atllas_call_status, atllas_call_id and so on. These are permanent identifiers. Your existing contact data sits against them, so renaming them would orphan it. If you connected HubSpot before the rename, the group and property labels also still read Atllas. That is because HubSpot only applies a label when it first creates the property. The data written to them is unchanged either way, and you can rename the labels in HubSpot if you prefer.
AtllasX creates these properties when you install the app. Use them to filter contacts, build lists, trigger workflows, or report on outcomes.

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Fields sent to AtllasX

When the workflow action runs, HubSpot sends these contact properties to AtllasX for call personalization:

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Customize the phone call

The campaign linked to your HubSpot webhook controls all call behavior. That includes voice, script, voicemail message, follow-ups, call forwarding, and more. To change call behavior:
  1. Open Integrations under General in AtllasX.
  2. Find your HubSpot campaign
  3. Click Phonecall Settings
  4. Edit any setting
  5. Save
Changes apply to all future calls.

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View results in AtllasX

Every integration call appears in the AtllasX campaign results. Results include the transcript, recording, summary, lead warmth, and extracted action items. See Call results and transcripts.

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Tips

  • Test the integration with a non-production phone number before you turn the workflow on at scale
  • Configure your campaign script before you enroll real contacts
  • The Make AI Call workflow action runs asynchronously. AtllasX may place the call after the workflow step, depending on queue volume
  • Monitor your AtllasX calling credits before turning on high-volume workflows

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Disconnect HubSpot

To disconnect the HubSpot integration:
  1. Open Integrations under General in AtllasX.
  2. Delete your HubSpot campaign
Or from within HubSpot:
  1. Open the AtllasX app Settings tab
  2. Click Disconnect
Disconnecting stops new calls. AtllasX keeps existing call results on your HubSpot contacts.