Guided setup

HubSpot for your AI receptionist, connected for you.

Log every call on the right HubSpot contact, create contacts for new callers, and greet known callers by name.

● Small businesses, agencies and nonprofits on HubSpot, including the free CRM ● Sign in with your account ● CRM and donor management

Guided setup, included.

Our team connects it with you, usually within 1-2 business days. Choose Connect, answer three quick questions, and a setup specialist schedules a short session with your HubSpot admin, connects it and tests it on your account before callers rely on it. Anything HubSpot, Inc. needs first, such as a plan level or partner approval, is listed under Good to know.

Saving messages to HubSpot turns on with the AI receptionist. We connect HubSpot now; until that is switched on for your line, the receptionist takes a message instead.

What it will do on a call

A returning customer calls. The receptionist recognises the number in HubSpot and greets them by first name, without reading out anything private.
A new caller asks about your services. Their name, number and what they need become a new lead or request in HubSpot.
Nobody can pick up. The receptionist takes a message and saves it in HubSpot as well as your TimberSwitch inbox.

What you can do with it

Every call is logged on the right contact with a summary, so nobody asks "who called?".
A new caller becomes a contact or lead with their details filled in.
Known callers are greeted by first name.

Use cases

Caller lookup and CRM screen pop Lead capture

Industries

Any business Professional services Home services Nonprofits and shelters

What the AI receptionist will do on calls

Will look the caller up by phone number in HubSpot.
Will log the call on the contact with a short summary and callback number.
Will create a new contact or lead for a first-time caller, after reading their details back.

A sample call

Caller Hi, I spoke to Maria last week about a quote.

AI Thanks, Alex. I'll let Maria know you called. What's the best time to reach you?

Caller After 3.

AI Got it. I've logged that for Maria with a callback after 3.

How setup works

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Our team connects it with you, usually within 1-2 business days. It's part of our free assisted setup, on every package.

Choose Connect. A short guided-setup form opens, and our team takes it from there.
On a short call, an admin signs in to HubSpot to approve the connection. We never see the password.
Tell us who calls should be assigned to and which lead source to use.
We test with you, then turn on logging and confirm on your ticket.

What it costs

Works with the AI receptionist, an add-on to any plan once it launches.

Good to know

Guided setup: our team connects it with you and tests it on your account before callers rely on it.
Works on every HubSpot plan, including the free CRM.

Questions

How does HubSpot setup work?

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Choose Connect, answer three short questions, and a setup specialist arranges a short session with your HubSpot admin. Setup is free on every package, as part of our free assisted setup.

Does HubSpot cost extra?

Works with the AI receptionist, an add-on to any plan once it launches. Setup is free.

Who uses HubSpot with TimberSwitch?

Small businesses, agencies and nonprofits on HubSpot, including the free CRM. Industries: Any business, Professional services, Home services, Nonprofits and shelters.

What if the system I use isn't listed?

Tell us what you use and we'll set it up with you. The request form on the integrations page opens a ticket with our team, and we reply within one business day.

Does it work on free HubSpot?

Yes. The parts we use are on every HubSpot plan.

Where do calls show up?

As call activities on the contact's timeline, with the summary in the notes.

Related integrations

Connect

Full setup steps, permissions and troubleshooting are on the support page. Using something else? Tell us what you use.

HubSpot, Inc. is a trademark of its owner; TimberSwitch is not affiliated. Facts about HubSpot, Inc.'s product last checked October 3, 2026.