By integrating Thoughtly with HubSpot, you can automate tasks and workflows before, during, and after calls. To integrate with HubSpot, head to the Integrations page and follow the instructions.
Triggers
Triggers are available via Automations. You can use them to start your Automations, such as for initiating a call or sending an SMS.
Contact Created
Triggers when a new lead is created in HubSpot.
Actions
Actions are available both via Mid-Call Actions and Automations. You can give your Voice Agents access to these Actions so they can perform tasks in HubSpot during a call, or use them in Automations to automate tasks before and after calls.
Create Contact
This action creates a new lead in HubSpot.
Update Contact
This action updates a lead in HubSpot.
Retrieve Contact
This action retrieves a lead in HubSpot.
Delete Contact
This action deletes a lead in HubSpot.
Search Contacts
Search based on name, phone number, email, or other text fields.
