How we wire your TrainYourAgent agent into HubSpot so every conversation creates the right contact, deal, and activity record. Part of the Integrations section of the TrainYourAgent documentation, written to be executed against rather than skimmed.
When the agent has a meaningful conversation, we create or update three things in HubSpot. First, a contact record using the email or phone number the caller provided, with name, company, and any qualification fields the agent captured during the conversation. Second, an activity entry on that contact's timeline with the full transcript or recording, the call duration, the intent, and the outcome. Third, a deal record on the relevant pipeline if the conversation crossed…
We need a HubSpot user with the right scopes. The user does not need to be a paid seat, but it does need API access. Specifically: contacts read and write, companies read and write, deals read and write, timeline event create, and engagements create. We will send you a short checklist and a screenshot of the exact permissions screen. We do not need your full admin credentials. We use a private app token that you…
During scoping we map the agent's conversation slots to HubSpot properties. A handful of standard fields are mapped automatically — first name, last name, email, phone, company. Custom fields like "service requested", "estimated value", "preferred callback time", or "marketing source" are mapped one to one, and we will create the corresponding HubSpot property if it does not already exist. You will get a one-page mapping document that you sign off before go-live.
You pick the pipeline and the entry stage. The agent will create the deal in the stage you specified. If the conversation surfaces a clear hot-buyer signal — explicit purchase intent, a specific budget, a date for the buying decision — the agent can advance the deal to a "qualified" stage automatically. We do not move deals past qualified without a human in the loop.
This article is part of the Integrations section. How we wire your TrainYourAgent agent into HubSpot so every conversation creates the right contact, deal, and activity record.