Avoma HubSpot Integration

Turn customer conversations into HubSpot data your team can trust

Avoma automatically captures what happens across calls, meetings, and emails and keeps HubSpot up to date

When HubSpot doesn’t have the full story

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HubSpot data goes stale between calls

Reps skip updates, leaving RevOps with missing fields and outdated records.
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Deal risk stays buried in conversations

Buyer objections and warning signs surface after deals have already slipped.
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Follow-ups get lost after the call

Reps miss promised actions, and deals sit waiting for someone to respond.
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CS starts without the sales context

CS digs through notes to learn what customers bought and expected.

Unlock the power of Avoma's native Hubspot integration to power revenue AI workflows

Automatic conversation sync

Instantly sync interactions to HubSpot

Avoma joins meetings, dialer calls, and email threads, then pushes an AI-generated summary into the contact, company, deal, or ticket record. Say goodbye to manual CRM work.

Automatic HubSpot email sync from Gmail and Outlook keeps email activity connected to the right CRM records alongside calls and meetings.

Instantly sync every interaction to HubSpot
Deal and account signals

Know which deals and accounts need your attention

Prioritize the deals and accounts that need action. Avoma detects objections, competitor mentions, churn signals, and other risks across customer conversations and surfaces them directly in HubSpot.

Sales and CS leaders can quickly see where revenue is at risk and step in before deals stall or accounts churn.

Know which deals and accounts need your attention
Sales follow-up

Turn conversation insights into HubSpot tasks

Keep important follow-ups from getting lost after customer conversations.

Avoma can automatically create HubSpot tasks when meeting notes contain action items or other configured conversation topics.

Reps get clear follow-up tasks in the system where they already manage their deals.

Hubspot task creation from conversations using avoma
Sales to CS handoff

Give CS the context behind deals

Stop making CS piece together the customer story after a deal closes.

Avoma can sync meeting notes, key takeaways, and mapped conversation insights to the relevant HubSpot contact, company, and deal records.

CS can start the relationship with the customer context already in HubSpot, including what was discussed during the sales process.

Add conversation context without changing how you use HubSpot

Keep HubSpot as your system of record. Avoma adds the customer conversation context your revenue team needs for CRM updates, deal reviews, coaching, and handoffs, the same context HubSpot AI agents need to act reliably.

Your team can use its existing HubSpot objects and properties. Admins decide which supported information Avoma can read or write, so the connection follows the CRM structure you’ve already built.

How the Avoma HubSpot integration works

1
Connect HubSpot to Avoma

Authorize your HubSpot account in Avoma with the required admin permissions to set up the integration.

2
Configure what goes where

Choose where meeting and call notes should appear, select the HubSpot records and properties you want to use, and map properties to matching HubSpot properties.

3
Capture conversations and keep HubSpot updated

Avoma captures supported meetings and calls and generates AI notes. Based on your setup, supported notes and conversation data are sent to the right HubSpot records and mapped properties.

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Frequently asked questions

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