Connect Hubspot to ElevenLabs Conversational AI Voice Agents

Real-Time CRM Data Access

• Instant retrieval of customer profiles, interaction history, and account details during live conversations
• Dynamic conversation personalization based on customer data and preferences
• Seamless integration with HubSpot's customer timeline and deal stages

Automatic Record Management

• Real-time updates to contact records, deal stages, and custom properties
• Automated ticket creation and case management
• Intelligent lead scoring and qualification workflows

Workflow Automation

• Trigger HubSpot workflows based on conversation outcomes
• Automated follow-up sequences and nurture campaigns
• Integration with HubSpot's marketing automation tools

Multi-Channel Synchronization

• Consistent data across voice, chat, and traditional channels
• Unified customer journey tracking
• Cross-platform interaction history

Enterprise Security & Compliance

• End-to-end encryption for all data exchanges
• GDPR, HIPAA, and SOC 2 compliance
• Role-based access controls and audit logging

Step 1: HubSpot App Configuration

1. Navigate to Settings > Integrations > Private Apps in HubSpot
2. Create New Private App with required scopes
3. Configure scopes: contacts, companies, deals, tickets, conversations
4. Generate access token for API authentication
5. Note your Hub ID and Access Token for agent configuration

Step 2: ElevenLabs Agent Configuration

1. Access ElevenLabs console and open your Conversational AI agent
2. Navigate to Settings > Secrets Manager
3. Create new secret named HUBSPOT_ACCESS_TOKEN with your token value
4. Add another secret named HUBSPOT_HUB_ID with your Hub ID
5. Configure webhook endpoints for bidirectional sync

Step 3: Create CRM Management Tools

Contact Lookup Tool

• Name: search_hubspot_contact
• Method: GET
• URL: https://api.hubapi.com/crm/v3/objects/contacts/search
• Add Authorization header and select HUBSPOT_ACCESS_TOKEN from stored secrets

Create Deal Tool

• Name: create_hubspot_deal
• Method: POST
• URL: https://api.hubapi.com/crm/v3/objects/deals
• Add Authorization header and select HUBSPOT_ACCESS_TOKEN from stored secrets

Update Contact Tool

• Name: update_hubspot_contact
• Method: PATCH
• URL: https://api.hubapi.com/crm/v3/objects/contacts/{contactId}
• Add Authorization header and select HUBSPOT_ACCESS_TOKEN from stored secrets

Create Ticket Tool

• Name: create_support_ticket
• Method: POST
• URL: https://api.hubapi.com/crm/v3/objects/tickets
• Add Authorization header and select HUBSPOT_ACCESS_TOKEN from stored secrets

Step 4: Property and Field Mapping

1. Define which HubSpot properties your agent can read and write
2. Map conversation fields to HubSpot contact properties
3. Configure custom property mappings for your use cases
4. Set up association rules between contacts, companies, and deals

Authentication Setup

• Private app token authentication for secure API access
• Secure credential storage in ElevenLabs platform
• Rate limit handling with automatic retry logic
• Connection health monitoring and alerts