HubSpot
Send your Aura leads, calls and call results to HubSpot
HubSpot
Aura can keep HubSpot up to date for you. When a lead books a call, Aura can add the person to HubSpot. It can make a deal for the call. It can move that deal as the call goes on. When the call is over, it can mark the deal won or lost. It can also add the AI call summary as a note.
You choose each part. Nothing goes to HubSpot until you turn it on.
HubSpot is in early access. You can connect it today. Some screens may change.
What Aura can do in HubSpot
| When this happens in Aura | Aura can do this in HubSpot | Switch that controls it |
|---|---|---|
| A new lead comes in | Add the person as a contact, or update them | Lead capture |
| A call is booked | Update the contact, add the meeting, and make a deal | Call booking |
| A call is moved to a new time | Move the meeting to the new time | Call booking |
| A call is canceled | Mark the meeting as canceled | Call booking |
| A call result is saved | Move the deal, and set the close date and amount | Won / lost outcome |
| The AI review of a call is ready | Add the AI summary as a note | AI-summary note |
| Someone edits a contact in HubSpot | Update the phone and company in Aura | Contact edits |
A deal only moves to stages you pick. See Pipeline mapping.
What Aura never does
- It never makes, renames or deletes your pipelines or stages.
- It never deletes contacts, deals or notes.
- It never changes an owner your team already set.
- It never empties a HubSpot field that has a value.
- It never moves a deal it did not make or link.
- It never reads deal changes back from HubSpot. A deal you mark won in HubSpot stays open in Aura.
Set it up in this order
- Check what you need before you start.
- Connect HubSpot.
- Turn on the sync switches you want.
- Pick your pipeline and stages.
- If you want, send your booking answers to HubSpot fields.
- If you want, choose who owns each record.
- If you want, send your past leads and calls.