> ## Documentation Index
> Fetch the complete documentation index at: https://docs.atllasx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Trigger AI calls from HubSpot Contact workflows and automatically write results back to contact records.

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.

<Note>
  The Atllas AI Calling HubSpot app is coming soon to the HubSpot Marketplace. You'll need an Atllas account and a HubSpot account to use this integration. Contact [info@atllas.com](mailto:info@atllas.com) for early access.
</Note>

## 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

## Setup

### Step 1 — Install the Atllas AI Calling app in HubSpot

1. Go to the [Atllas AI Calling listing](https://ecosystem.hubspot.com/marketplace/apps) in the HubSpot Marketplace
2. Click **Install app**
3. Select the HubSpot account you want to connect and complete the authorization

### 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](https://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.

### 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

### 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

<Note>
  If the campaign dropdown is empty, make sure you completed Step 2 first. The dropdown is populated from the campaigns you've connected on the Atllas side.
</Note>

## 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:

| Property       | Description                                                                            |
| -------------- | -------------------------------------------------------------------------------------- |
| Call Status    | Current status: `pending`, `in_progress`, `completed`, `missed`, `cancelled`, `failed` |
| Call Date      | Date and time the call was completed                                                   |
| Call Summary   | Plain-English summary of the conversation                                              |
| Call Sentiment | AI-assessed sentiment: `positive`, `neutral`, or `negative`                            |
| Recording URL  | Direct link to the call recording                                                      |
| Atllas Call ID | Internal reference ID for the call                                                     |

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.

## Fields sent to Atllas

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

| HubSpot Property                             | Used for                                      |
| -------------------------------------------- | --------------------------------------------- |
| `phone` / `mobilephone`                      | Dialing the contact                           |
| `firstname` / `lastname`                     | Personalizing the AI's introduction           |
| `email`                                      | Email follow-ups if configured                |
| `company`                                    | Adding context to the conversation            |
| `jobtitle`                                   | Adding context to the conversation            |
| `address`, `city`, `state`, `zip`, `country` | Geographic context if relevant to your script |

## 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

## 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](/docs/ai-calling/managing-campaigns/call-results-and-transcripts) for details.

## 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

## 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.