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.
Setup steps
- 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.
Permissions we ask for, and why
- Read contacts: So the AI recognises a known caller by phone number.
- Write contacts and calls: So each call is logged on the contact and new callers become contacts.
What the AI receptionist will do
- 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.
What it can't do, and limits
- 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.
The AI says something is booked or ordered only when HubSpot confirms it. If HubSpot doesn't answer in time, the AI takes a message instead and tells the caller someone will follow up.
Troubleshooting
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.
Disconnecting, and the data we keep
An owner or admin can disconnect at any time from Phone, then Connectors, in the app. Disconnecting stops TimberSwitch using HubSpot straight away.
- Your HubSpot account id and the settings you chose.
- A log of each note or lead: time, HubSpot record id and a masked caller number.
- Disconnecting removes our access straight away.
Still stuck?
Get help: it opens an Integration support ticket. Include the time of the call and what you expected to happen.
HubSpot, Inc. is a trademark of its owner; TimberSwitch is not affiliated.