HubSpot Integration for Smarter Client Communication
Abby Connect’s HubSpot Integration bridges the gap between your receptionist service and your CRM. Whether it’s a phone call, live chat, or lead update—our integration ensures your HubSpot records are always up to date. Say goodbye to manual data entry and hello to streamlined workflows, real-time updates, and better lead management.
What Abby Connect’s HubSpot Integration Can Do for You
Auto-import calls and chat transcripts directly into HubSpot as contact records, notes, or timeline events
Create or update contacts automatically when receptionists collect new or revised information
Custom field mapping so the right data flows into the right place
Flexible import settings based on call type, time of day, or client preference
Assign follow-up tasks automatically after a call or chat
Streamlined lead tracking and client onboarding inside HubSpot
Designed to Fit Your Workflow
Whether you use HubSpot for sales, service, or marketing, our integration molds to your needs. Choose which interactions are recorded, how data is synced, and which team members are notified—without any extra lift from your staff. Abby receptionists collect and input the data so your team can focus on follow-up and conversion.
Why Connect Abby + HubSpot?
Streamline Sales and Support with Full Context
Abby’s integration brings caller details, conversation summaries, and sentiment insights right into each HubSpot contact record. Your team gets instant access to context before every follow-up—making outreach more personalized, timely, and effective.
Improve Lead Tracking
Never lose track of a potential client again. With Abby’s HubSpot integration, every phone call, live chat, or message—no matter when it comes in—is automatically logged and assigned to the right contact record in your CRM. Even if a lead reaches out after hours or on a weekend, their information, call summary, and any action items are waiting for you in HubSpot by the time you’re back in the office. It’s lead management made effortless, accurate, and always on.
Work Smarter with Complete Context
Call summaries, contact details, and receptionist notes live in your CRM, giving your team full visibility into client history.
Optimize Sales and Support Workflows
Use HubSpot’s automation tools to follow up faster, nurture leads, and close deals with confidence.
Eliminate Manual Data Entry and Save Time
Every call and chat handled by Abby is automatically logged in HubSpot, including contact details, call summaries, and receptionist notes.
Never Miss a Lead or Follow-Up Opportunity
With Abby’s integration, every client interaction—day or night—is captured in HubSpot. You can automate follow-ups, assign tasks, and track lead progress with full visibility, so no opportunity ever slips through the cracks.
Get Started in Minutes
TESTIMONIALS
Dr. Jason M.
Clinic Director, Chiropractic Group
“The Abby + HubSpot integration has been a game-changer for us. Our team gets instant visibility into every patient call, even the ones that come in after hours. It’s helped us follow up faster, book more appointments, and create a better patient experience overall.”
Sarah L.
Office Manager, Chiropractic & Wellness
Michael B.
Founder, Business Services Company
FAQS
HubSpot & Abby Integration Questions
What can the Abby receptionist send to my Hubspot account?
Abby Connect’s HubSpot integration allows for your Abby receptionist to send contact informatoin into your Hubspot CRM. New contacts can be created, and existing contacts can be updated. Our out-of-the box integration will work with a contact’s name, phone number, email address, and a general note field where any other messages can be written.
How do I connect my Hubspot CRM to my Abby Connect account?
The authorization process is quick and easy, and can be completed during the initial account setup phase. When you’re ready, your Account Manager will provide you with a link to the Authorization Page, where clicking on the button that says “Authorize and Integrate” will bring you to a HubSpot page where you grant access for Integration Permissions.
What if I am already an existing Abby Connect customer?
For all existing accounts that now wish to use our HubSpot Integration, they can simply request the link from their account manager and follow the same instructions as new users. Your account manager will also review with you any necessary changes to your forms or call handling to work within the integration.
Can I further customize the integration?
An example of a more customized HubSpot integration would be if you have created your own custom field inside HubSpot and require us to capture that information as well, along with any other fields outside of our standard integration. You can discuss customization with your Account Manager.
Is the integration compatible with all HubSpot plans?
Yes. Abby Connect’s integration works with all HubSpot tiers—from free CRM plans to Enterprise. Some automation features may be enhanced with higher-tier HubSpot accounts.
Does the HubSpot integration work with the AI Receptionist and the Human Receptionist
Yes! The HubSpot integration works seamlessly with both Abby’s AI Receptionist and Human Receptionist services. Whether a call is handled by our AI or a live receptionist, key details—like caller information, conversation summaries, and follow-up actions—can be automatically synced to your HubSpot account. This ensures consistent, real-time updates across all client interactions.