Hubspot

By integrating with HubSpot, our voice AI agents gain real-time access to the customer and lead intelligence that powers modern franchise operations. When a consumer calls in, the AI can look up existing contacts, companies, deals, or tickets in HubSpot to understand who’s calling, their history with the brand, and where they are in the sales or service lifecycle. This context allows the AI to respond intelligently—recognizing repeat customers, prioritizing active opportunities, and tailoring conversations based on prior interactions.

During and after each call, the AI can automatically create or update HubSpot records with structured, accurate data. New leads are captured instantly, call notes and summaries are logged without human effort, and key attributes—such as service type, urgency, location, and conversion status—are written directly into the CRM. For home and automotive service franchises, this ensures clean, consistent CRM data across locations while eliminating the gaps that often occur when busy staff forget to log calls.

Beyond data capture, the HubSpot integration enables the AI to take immediate action. The agent can book meetings or service consultations directly onto sales calendars, associate activities with the correct deals or pipelines, and trigger follow-up workflows based on call outcomes. The result is a tightly integrated system where phone conversations drive CRM activity automatically—helping franchises respond faster, close more jobs, and maintain a single, reliable source of truth for every customer interaction.