PyAI x HubSpot
Every completed call becomes a note on the right contact.
When a Recap summary completes, PyAI finds the matching HubSpot contact (a CRM field when your calls carry one, otherwise a phone-number match) and posts the TL;DR, summary, and next steps as a note on that contact. If nobody matches, the note still posts with the call reference, so the record is never lost.
- Status
- Live
- Direction
- PyAI to HubSpot
- Setup
- Console, no code
- Cost
- Included
What lands in HubSpot
One note per completed call, associated with the matched contact. The TL;DR leads, the summary follows, then next steps and the call reference.
A note after a rescheduling call
Contact: Jane Doe (matched by phone)
Note:
Customer asked to reschedule Friday's installation to next week.
The customer called to move their appointment. The agent offered
Tuesday or Wednesday morning; the customer chose Wednesday 9-11am
and asked for a text reminder the day before.
Next steps: Confirm the new slot by SMS and update the calendar invite.
Call: call_8fK2mQ9xR4 - Status: completedSetup, end to end
- 1
In HubSpot, create a private app token with contacts read and notes write scopes.
- 2
In the PyAI console, open Integrations and choose HubSpot, then paste the token and pick your events.
- 3
Press Test. A sample note posts so you can verify the format in HubSpot.
- 4
From the next completed call, notes land automatically.
Delivery you can prove
Verified, and never twice
Every delivery carries proof it is really from us (the X-PyAI-Signature header, an HMAC your tools can verify) and a unique receipt id (the Idempotency-Key), so a retry can never post the same call twice.
Retried, then shown to you
If your endpoint hiccups, we retry with backoff (eight attempts over about twenty minutes). Still failing? The exact error waits on the integration card in your console, not in a log you never read.
Your credentials stay yours
Tokens, secrets, and webhook URLs are encrypted at rest and masked everywhere. They never appear in the messages we send.
Included, no extra fees
Integrations come with your Recap or AMD usage. There is no per-connection or per-delivery charge.
FAQ
Which events can post to HubSpot?
Call Recap completions and AMD decisions. Recap is the common choice: it fires once per completed call with the summary ready. AMD posts the answering-machine verdict with confidence and reason when you run outbound detection.
What happens when no contact matches?
The note still posts with the call reference and the full summary, just without a contact association. If your calls carry a hubspot_contact_id or hubspot_id CRM field, that record is used directly and always wins over phone matching.
Is this a two-way HubSpot sync?
No, and that is deliberate. PyAI writes one-way, per-call notes into HubSpot after each call. It does not read or modify your pipelines, deals, or contact properties.
What does the HubSpot integration cost?
It is included with your Recap usage. There is no per-note or per-connection fee from PyAI; you only need a HubSpot plan that allows private app tokens.
Connect HubSpot to PyAI today.
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