Integrate HubSpot with SalesAi (via Zapier)

Follow this Article to integrate your HubSpot account with SalesAi!

• Inbound - Send Contacts to SalesAi
  
  • Zapier Steps
  • Building a Webhook Trigger in SalesAi

• Outbound - Send Post Call Data back to HubSpot
  
  • Setting up the Zap
    
    • Building the CatchHook
    • Testing the CatchHook
    • Building the Zap Action

Inbound - Send contacts to SalesAi

Zapier Steps

• Create a HubSpot Trigger step for New Contact in List. Other triggers can be used depending on your desired Trigger!
  
• Add the correct list to the step. We recommend using Static lists for this. If one is not created, you may assist them in creating one. Here is an article: https://knowledge.hubspot.com/lists/create-active-or-static-lists
• Once the list is added, continue to the Test tab to capture a record to use. I recommend adding a test contact to the list to use for this. Click Test
• Select the Record and click Continue
  

• Creating the SalesAi Webhook

  • It should pull up a window to search for the Action. Click on Webhooks. You can also click on the Action box to get here.
  • Select POST for the Action Event and click Continue
    
  • To find the URL, we will need to get into SalesAi
  • Click on your Icon on the top-right of SalesAi, then click Settings
    
  • Click on Company Settings
    
  • Scroll to the bottom and click Connect on the Inbound Webhook
    
  • Add a Webhook Name and Lead Source to your new webhook. We recommend naming it based on your use case. Click Add Webhook
    
  • Copy the Webhook URL
    
  • Go back to Zapier and Paste that link into the URL section
    
  • Change the Payload Type to json
    
  • There are very specific field names needed for pushing data INTO SalesAi. We typically recommend sending over the first name, last name, email, and phone number for Integrations. Please type the field names exactly as they appear.
    

  Here is a list of all possible fields you can import through webhooks!
  

  • first_name
  • last_name
  • email
  • phone_number
  • linkedin_url
  • job_title
  • department
  • seniority_level
  • address_city
  • address_state
  • address_postal_code
  • address_country
  • pain_points
  • decision_timeframe
  • consent (boolean)
  • lead_source
  • Click the Plus Symbol on the box to the left of the first_name data value. You should be able to map the first name of the contact from your CRM/App.
    
  • Map the rest of the fields in the exact same way. It should look like this! Then click Continue.
    
  • Click Test Step
    

• • Once this is done, be sure to name your Zap You can click the Untitled Zap at the top to rename.

Building a Webhook Trigger in SalesAi

We will need a Trigger built to enroll all Contacts that come through the Webhook into a Sequence.

• Click on Triggers
  
  
• Click Create Trigger
• Add a name for this Trigger and make sure Lead Triggers is selected. Click Next
  
• Select Contact Created and then select Webhook. Click the dropdown under Webhook Name and Select the Webhook being used. Click Next.
  
• Choose the Enroll Sequence Action
  
• Select the correct Sequence. Click Next.
  

• Click Create Trigger
  

Outbound - Send Post Call Data back to HubSpot

 

Post-Call Information We Push

These are all the data fields we can currently push out of SalesAi to your CRM/App via Webhooks.

• Contact Data: Information present on the Contact in SalesAi
• Call Direction: Ex. OUTBOUND
• Call Flow: Ex. PROMPT
• Call Status: Ex. SUCCESS
• Call Outcome: Ex. ANSWERED
• Call Summary: Summarizes the call Transcript
• Call Transcript
• Call Recording URL
• Call Duration

 

Setting up the Zap

The first step in pushing data out of SalesAi is to set up our Zap within Zapier. You can set this up and test it before upgrading the account, but you will need to upgrade it to publish the Zap.

Building the CatchHook

• Go to Zapier and click Create
  
  
• Click on Zaps
  
• Click on Trigger
  
• Select the Webhooks option
  
• Select CatchHook as the Trigger Event. Click Continue at the bottom right.
  
• You can click Continue again on this next page; there is no setup for it.
  
• Copy the CatchHook URL

 

Testing the CatchHook

• In another tab, go back into SalesAi and click on Ai Voice and then Agents
  
• Click on the TripleDots for the Agent. Click Edit
   
• Click Next until you get to the 3rd page. Scroll to the bottom and Paste the URL in the 3rd Party Webhook spot.
  
• Make sure to continue and click Update Agent at the end.
  
• For Inbound Agents, call the number and have a brief conversation with the Agent. You can hang up shortly, but avoid it immediately, as it can negatively impact your answering metrics with Twilio.
• For an Outbound Agent, add yourself as a contact to SalesAi and Manually Enroll yourself in a sequence with that Agent. The Test Call function will not be suitable for testing this feature.
  You can enroll by clicking the Triple Dots on the Contact in the Contacts Page.
  
  Have a brief conversation with the Agent, and hang up.
• Go back into Zapier. Click Test Trigger
  
• You should see a Record A show up. Click that and Continue
  
  

 

Zapier to CRM Steps

• For the action, select HubSpot
  
• There are two options that would likely be the best for the Action Event
  • Create or Update Contact
    • Make sure to add custom fields in HubSpot
    • Now, you will map out the fields and values gathered from the Test Call. Click the Plus symbol on the right of the fields and map the correct contact data. You may not need to map every field. Typically, the first name, last name, email, and phone number are enough to associate the contact. 
    • Here is an example from a different CRM
      
      
    • It should look similar to this once you have completed the basic contact fields:
      
  • Create Engagement(Can add a call record, note, or other record to a contact)
    • There will be a required ID for two slots in this action event. You can just put first and last names in those.

• Map the data points from the CatchHook to the corresponding fields.
• Test the Step to ensure data comes in correctly.