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Retell AI Voice Agent SYNC for HubSpot

Connect Retell's advanced AI voice agent directly to HubSpot to automate inbound and outbound calls, qualify leads intelligently, book meetings seamlessly, and send AI-drafted follow-up communications in real time. 

CETDIGIT Sync Retell AI

Integration Overview

HubSpot Retell AI Voice Agent SYNC is the most advanced integration between Retell’s AI voice technology and HubSpot CRM—empowering businesses to automate natural, human-like conversations, log every detail in real time, and supercharge sales and support.

With AI voice agents embedded into HubSpot, decision-makers gain instant visibility into call results, lead qualification, and customer interactions. This enables smarter follow-ups, faster lead prioritization, and more effective outreach strategies.

By syncing Retell AI Voice Agents with HubSpot, you scale voice operations, reduce manual work, and let your team focus on high-value opportunities—while AI handles routine calls, delivers consistent experiences, and keeps your CRM fully updated.

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Implementation Process

  • 1
    Discovery & Planning

    We conduct a comprehensive analysis of your current workflows, identify automation opportunities, and design a customized voice AI strategy aligned with your business objectives.

  • 2
    System Configuration

    Our experts configure the Retell AI voice agent, set up HubSpot integrations, create conversation flows, and establish data mapping to ensure seamless information exchange.

  • 3
    Testing & Optimization

    Rigorous testing ensures all components work flawlessly together. We optimize conversation flows, fine-tune AI responses, and validate data synchronization before going live.

  • 4
    Training & Launch

    End-to-end management post-deployment with continuous improvement.

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Complete AI Voice Agent Capabilities

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Automated Inbound & Outbound Conversations

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Bi-Directional HubSpot Sync

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Calendar & Meeting Scheduling

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Context-Aware Customer Conversations

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Real-Time Call Analytics & Reporting

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Smart Lead Scoring & Qualification

Automated Inbound & Outbound Conversations

 

Deploy AI voice agents capable of handling thousands of inbound and outbound calls. They amazingly engage in natural, human-like dialogues, answer questions, qualify prospects, and schedule appointments without requiring human intervention.

Bi-Directional HubSpot Sync

 

Every interaction—call recordings, transcripts, lead scores, and follow-up notes—is instantly written back to HubSpot. Updates in HubSpot (e.g., contact info changes) are reflected in the AI’s next conversation, ensuring perfect alignment between sales teams and automated calls.

 

Calendar & Meeting Scheduling

 

AI agents access connected calendars (Google, Microsoft, or HubSpot Meetings) to offer real-time availability. They confirm appointments on the spot, send calendar invites, and trigger reminder workflows to reduce no-shows.

Context-Aware Customer Conversations

 

Before each call, the AI reads the full customer history from HubSpot—past deals, service tickets, email interactions—so every conversation is personalized, relevant, and consistent with previous touchpoints.

 

Real-Time Call Analytics & Reporting

 

Managers can monitor campaign performance through live dashboards. Metrics include call length, sentiment score, conversion percentage, objection frequency, and agent vs. AI handling time, enabling precise strategy adjustments.

Smart Lead Scoring & Qualification

 

The AI automatically evaluates each prospect’s interest, budget, timeline, and decision-making power. Scores and qualification stages are sent directly into HubSpot workflows for instant routing to the right salesperson.

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Intelligent Call Management

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Integrated Knowledge Base

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Multilingual & Custom Voice Support

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Intelligent Human Handoff

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Omnichannel Follow-Up

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Real-Time System Orchestration

Intelligent Call Management

 

Built-in logic controls call times based on time zones, business hours, and customer preferences. Automatic retry scheduling ensures unanswered calls are reattempted at optimal times.

Integrated Knowledge Base

 

The AI references a connected knowledge base—including website FAQs, product PDFs, CRM notes, and industry documentation—so it can provide accurate, compliant answers even to complex questions.

 

Multilingual & Custom Voice Support

 

Supports over 20 languages with native-sounding pronunciation and regional accents. Businesses can also train the AI on a custom synthetic voice to perfectly match their brand identity.

Intelligent Human Handoff

 

When calls require human expertise, the AI transfers the conversation mid-call to the appropriate team member—along with all notes, context, and a live transcript—so nothing needs to be repeated.

 

Omnichannel Follow-Up

 

Post-call follow-ups can be triggered automatically via email, SMS, WhatsApp, or Slack. These messages summarize the conversation, confirm next steps, and keep prospects engaged between calls.

Real-Time System Orchestration

 

Beyond HubSpot, the AI connects with other systems like ERPs, payment gateways, or inventory databases—allowing it to process orders, update stock counts, or verify payment status live during the conversation.

Call Our AI Receptionist 

Prefer to connect with Kate, our AI Receptionist, now?

Phone  (302) 480-9431

flag-espain Spanish (Spain)

Native Spanish pronunciation with European accent, ideal for professional communications across Spanish-speaking markets.

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flag-mexico Spanish (Mexican Accent)

Authentic Mexican Spanish with regional nuances, perfect for connecting with Latin American customers and markets.

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flag-france French

Elegant French pronunciation with natural flow, designed for sophisticated customer interactions in French-speaking regions.

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