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      Calling Sequence w/ HubSpot

      Watch the video below to get started:

       

      🛠️ Step-by-Step Setup Process

      1. Create a SalesAi Agent

      • This is the core voice AI that will handle your outbound calls.

      2. Create a SalesAi Webhook

      • This webhook is used to receive contacts from your CRM or other platforms and initiate sequences within SalesAi.

      3. Set Up a SalesAi Calling Sequence

      • Define the call cadence, e.g., a call on Monday, Tuesday, and Wednesday.

      • Sequences allow you to build campaigns that call contacts multiple times.

      4. Create a Trigger

      • A trigger detects when a contact is created from a specific webhook.

      • This trigger enrolls the contact into the appropriate calling sequence.

      • You can have multiple triggers and sequences running simultaneously for different campaigns.

      🔄 How CRM Integration Works

      ✅ CRM ➝ SalesAi (Input Flow)

      1. Event occurs in the CRM (e.g., contact creation).

      2. The contact is sent to SalesAi via webhook.

      3. SalesAi receives the contact and recognizes the webhook.

      4. The contact is automatically enrolled into a call sequence via trigger.

      📤 SalesAi ➝ CRM (Return Flow)

      • After each call, SalesAi sends data back to your CRM using a catch hook (URL) placed inside the agent configuration.

      • This allows your CRM to:

        • Capture call outcomes.

        • Update custom fields based on the webhook payload.

        • Trigger further automations (e.g., send an email or survey based on a successful connection).

      📊 Strategic CRM Insights

      • You can stamp CRM properties from the webhook data for better reporting and segmentation of campaign performance.

      • Branch logic in the CRM allows you to act based on call results (e.g., send follow-up actions only after a successful connection).

      ✅ Final Takeaway

      By combining agents, sequences, webhooks, and triggers within SalesAi, and using webhooks and workflows in your CRM, you can create a fully automated, bi-directional calling campaign that:

      • Launches from your CRM

      • Executes call sequences via AI

      • Returns actionable data to your CRM

      • Enables follow-ups and reporting with precision 

       

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