AI Receptionist for
HubSpot
Connect HubSpot to your AI chat agent so it can search contacts, check deal pipelines, and pull company info on web chat, Facebook, Instagram, and WhatsApp.
How It Works
Get your HubSpot AI Receptionist up and running in minutes.
Log into the Client Portal and assign HubSpot to any agents that need it.
Configure the integration settings and integration prompt in the FONE app.
Your AI starts recognizing known contacts on chat and answering inquiries with live HubSpot data.
Key Features
Everything your AI needs to handle HubSpot inquiries like a pro.
Contact Search
Your AI searches HubSpot contacts by phone number, email, or name and surfaces the contact record, lifecycle stage, and recent activity — so a returning customer is recognized.
Deal Pipeline
A customer asking about a quote, proposal, or project status gets a read from your HubSpot deal pipeline — stage, amount, close date, and associated contacts.
Company Info
When a caller is associated with a company in HubSpot, your AI reads the company record — industry, size, owner, and associated contacts and deals.
Read-Only by Design
The HubSpot integration reads your records; it does not create or edit contacts, deals, or tickets. New details from a conversation are handed to your team to enter.
AI Receptionist for HubSpot Example Prompts
Copy and paste these prompts into your HubSpot AI Receptionist prompt box to get started quickly.
"When someone calls for the first time and is interested in our services, collect their name, email, phone number, and company name. Create a new contact in HubSpot and log a note summarizing what they are looking for. Tag the contact as an inbound lead."
Example 2 — Deal Status Check:
"If a caller asks about the status of their deal or proposal, look up their contact in HubSpot and find the associated deal. Share the deal stage and any recent notes or next steps. If they have questions about pricing, offer to have their sales rep call them back."
Example 3 — Meeting Scheduling:
"When a prospect wants to schedule a demo or consultation, look up the contact in HubSpot, check their assigned owner, and help them find a time. Log the scheduled meeting in HubSpot with the topic and attendees."
See It in Action
Here's how your AI Receptionist for HubSpot handles a real conversation.
Hi, I'm asking about the invoice discrepancy my company flagged a couple of days ago.
I can look that up. Can I get your name or email address?
Lisa Park, lisa@designstudio.com.
Thanks Lisa — I can see your account with David as your account manager, and there's recent activity on the February invoice. I'll pass your message to David so he can follow up with the correction. Anything else I can note for him?
Frequently Asked Questions
Related Integrations
Built for Sales & Revenue Teams
Your AI receptionist works your pipeline live — identifying contacts, capturing leads, and logging every call straight into your CRM.
For your firm
- Never miss a lead. Inbound calls are captured and written to your CRM 24/7, so no opportunity slips.
- Context on every call. Callers are matched to existing contacts, so conversations start informed.
- Clean records. Every call is logged automatically — no manual data entry.
For your customers
- Always answered. Calls are handled any time, not just when a rep is free.
- Informed conversations. The agent already knows who they are and their history.
- Fast follow-up. Details are captured and routed so nothing is forgotten.