HubSpot

Connect HubSpot and the agent treats your CRM as the source of truth for who's calling. Every call lands as a note on the right contact.

What it does

• Warm-greets known callers. When the inbound number matches a HubSpot Contact, the agent greets them by name: "Hi Sarah, welcome back — what can I do for you?"
• Creates contacts for unknowns. A call from a new number creates a fresh contact with the name and email captured during the call.
• Logs every call as a note. Full summary + transcript pinned to the contact's activity timeline within seconds of hangup. Visible to your sales/support team in HubSpot the way any other activity is.
• Reads recent activity. Before the call connects, the agent gets the contact's last 30 days of HubSpot activity in context. "You opened our pricing email yesterday — is that what you're calling about?"

Setting it up

1. Connect HubSpot in /dashboard/integrations. OAuth flow — sign in to HubSpot, approve crm.objects.contacts.read and crm.objects.contacts.write, redirected back.
2. Verify the connection. The dashboard shows a sample of recent contacts so you know it's live.
3. Enable on agents — open each agent's Integrations tab and toggle HubSpot on.

That's it. The agent now reads + writes HubSpot on every call.

What happens on a call

Caller: "Hi, it's John from Acme."

Agent (already knows): "John, hi — last we spoke you were thinking about the Pro plan. Is that what's on your mind today?"

Caller: "Yeah, ready to upgrade."

Agent: "Brilliant. I'll have someone follow up with the upgrade flow — anything specific to flag for them?"

Caller: "Make sure they include the integrations add-on."

[Call ends. Within 5 seconds, a note appears on John's HubSpot timeline:]

Foan call · 2 min · 7 May 14:23

Summary: John from Acme is ready to upgrade to Pro. Wants integrations add-on included. Asked for sales follow-up.

Pricing

HubSpot integration is included in every Foan plan. You don't pay HubSpot extra — the OAuth scopes we use are part of the standard HubSpot API access on every paid HubSpot tier.

Common questions

Free HubSpot CRM works? Yes. Free CRM has the contacts API.

What about deal creation? Coming soon — the agent will optionally create a deal in your default pipeline when a sales-qualified call ends. Email us if you want early access.

Can I pick which contact properties get read? Not yet — we read the standard set (firstname, lastname, email, phone, company). Custom property mapping is on the roadmap.

What if a phone number matches two contacts? We pick the most recently active. The agent won't blindly assume; if context is ambiguous it asks who's calling.

Disconnect? One click from /dashboard/integrations. We delete the OAuth token immediately. No HubSpot data is held by Foan; we just call their API on demand.