> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hyzl.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Trigger AI calls from HubSpot Contact workflows and automatically write results back to contact records.

Use the HubSpot integration to trigger AI-powered outbound calls directly from your HubSpot Contact workflows. When a contact meets your enrollment criteria, hyzl places the call automatically. The criteria can be a new lead, a status change, or a deal moving stages. When the call ends, the results are written back to the contact record in HubSpot.

<Note>
  The hyzl AI Calling HubSpot app is coming soon to the HubSpot Marketplace. You will need a hyzl account and a HubSpot account to use this integration. Contact [info@atllas.com](mailto:info@atllas.com) for early access.
</Note>

## How it works

1. Install the **hyzl AI Calling** app in HubSpot
2. Connect your hyzl account from the hyzl integrations page
3. Add the **Make AI Call** action to any HubSpot Contact workflow

hyzl then places the call automatically each time a contact enrolls. When the call ends, hyzl writes the status, summary, sentiment, and recording back to the contact record.

## Setup

### Step 1: Install the hyzl AI Calling app in HubSpot

1. Go to the [hyzl AI Calling listing](https://ecosystem.hubspot.com/marketplace/apps) in the HubSpot Marketplace
2. Click **Install app**
3. Choose the HubSpot account you want to connect
4. Complete the authorization

### Step 2: Connect your hyzl account

After installing the app, you need to link it to your hyzl account. This creates the campaign that the workflow action will use.

1. Go to [app.atllasx.com](https://app.atllasx.com)
2. Open **Integrations** in the sidebar (under **General**)
3. Find the **HubSpot** card and click **View integration**
4. Click **Connect HubSpot**
5. Follow the prompts to authorize the connection

The **+ Custom integration** menu in the page header runs the same flow, under **HubSpot**.

Once connected, a new inbound campaign appears on your integrations page. This is the campaign your workflow action will use.

### Step 3: Configure the campaign

Every call triggered by the integration uses the campaign created in Step 2. Set it up before you turn the workflow on:

1. Click **Phonecall Settings** on the HubSpot campaign
2. Set the script, voice, voicemail message, follow-ups, and any other call behavior
3. Save

### Step 4: Add the workflow action in HubSpot

1. Go to **Automation → Workflows** in HubSpot
2. Create a new Contact-based workflow, or open an existing one
3. Add an action
4. Search for **Make AI Call**
5. Choose your **hyzl Campaign** from the dropdown
6. Save the workflow
7. Turn the workflow on

<Note>
  If the campaign dropdown is empty, make sure you completed Step 2 first. The dropdown is populated from the campaigns you have connected on the hyzl side.
</Note>

## What gets written back to HubSpot

When a call completes, hyzl automatically updates the contact record. It writes these properties under the **hyzl AI Calling** property group:

| Property       | Description                                                                            |
| -------------- | -------------------------------------------------------------------------------------- |
| Call Status    | Current status: `pending`, `in_progress`, `completed`, `missed`, `cancelled`, `failed` |
| Call Date      | Date and time the call was completed                                                   |
| Call Summary   | Plain-English summary of the conversation                                              |
| Call Sentiment | AI-assessed sentiment: `positive`, `neutral`, or `negative`                            |
| Recording URL  | Direct link to the call recording                                                      |
| hyzl Call ID   | Internal reference ID for the call                                                     |

<Note>
  You will still see **atllas** in two places in HubSpot, and both are expected. The
  underlying property keys are `atllas_call_status`, `atllas_call_id` and so on. These are
  permanent identifiers. Your existing contact data sits against them, so renaming them
  would orphan it. If you connected HubSpot before the rename, the group and property
  *labels* also still read **Atllas**. That is because HubSpot only applies a label when it
  first creates the property. The data written to them is unchanged either way, and you can
  rename the labels in HubSpot if you prefer.
</Note>

hyzl creates these properties automatically when you install the app. Use them like any other HubSpot contact property. You can filter contacts, build lists, trigger follow-up workflows, or report on call outcomes.

## Fields sent to hyzl

When the workflow action executes, HubSpot sends the following contact properties to hyzl to personalize the call:

| HubSpot Property                             | Used for                                      |
| -------------------------------------------- | --------------------------------------------- |
| `phone` / `mobilephone`                      | Dialing the contact                           |
| `firstname` / `lastname`                     | Personalizing the AI's introduction           |
| `email`                                      | Email follow-ups if configured                |
| `company`                                    | Adding context to the conversation            |
| `jobtitle`                                   | Adding context to the conversation            |
| `address`, `city`, `state`, `zip`, `country` | Geographic context if relevant to your script |

## Customize the phone call

The campaign linked to your HubSpot webhook controls all call behavior. That includes voice, script, voicemail message, follow-ups, call forwarding, and more.

To change call behavior:

1. Go to **Integrations** in the hyzl sidebar (under **General**)
2. Find your HubSpot campaign
3. Click **Phonecall Settings**
4. Edit any setting
5. Save

Changes apply to all future calls.

## View results in hyzl

Every call triggered by the integration also appears in the campaign's results table in hyzl. The result includes the transcript, recording, AI summary, lead warmth classification, and extracted action items. See [Call Results & Transcripts](/docs/ai-calling/managing-campaigns/call-results-and-transcripts) for details.

## Tips

* Test the integration with a non-production phone number before you turn the workflow on at scale
* Configure your campaign script before you enroll real contacts
* The **Make AI Call** workflow action fires asynchronously. hyzl may place the call a few minutes after the workflow step executes, depending on queue volume
* Monitor your hyzl calling credits before you turn on high-volume workflows

## Disconnect HubSpot

To disconnect the HubSpot integration:

1. Go to **Integrations** in the hyzl sidebar (under **General**)
2. Delete your HubSpot campaign

Or from within HubSpot:

1. Go to your **hyzl app Settings** tab
2. Click **Disconnect**

Disconnecting stops new calls. hyzl keeps the existing call results on your contact records.