1. Open Abby Settings
Expand the Settings menu in your Abby portal.
Click Integrations.
2. Select HubSpot
Find HubSpot in the integrations list.
Click Connect.
A pop-up will open asking you to log into your HubSpot account and grant Abby permissions. Approve access to complete the connection.
3. Choose Default HubSpot Settings
Once connected, you’ll be asked to set how Abby should handle new and existing records.
a. HubSpot Owner
Select the default HubSpot owner who should be assigned to records created by Abby.
b. Matching Rule
Select how Abby should match callers to existing HubSpot records:
Email only
Abby will look for a contact with a matching email address. If none is found, a new contact may be created.
Email or Phone
If you select Email or Phone, Abby will search by email first. If no match is found, it will try by phone number. If neither exists, it may create a new contact.
c. Update Fields
Choose which fields Abby can update if they are blank on a matching record:
First name
Last name
Phone
Email
Address
4. Select Call Data to Log
Abby can push call details into HubSpot so your team sees the full context of every conversation.
Incoming Calls
Pick which fields you’d like logged in the Activities section:
Start time
End time
Caller name
Caller number
Transfer to name
Transfer to number
Call transcription
Call summary
Call sentiment
Message body
Outgoing Calls
(If you have human receptionists making outbound calls or use the Scheduling Assistant add-on.)
Choose which fields to include:
Start time
End time
Number dialed
Caller number
Transfer to name
Transfer to number
Message body
Click Save when done.
5. Set Call Type Rules
You may not want every call to create or update records in HubSpot. Abby lets you decide by call type.
For Human Receptionists
Expand the Account menu.
Click Message Form.
Select a call type (e.g., New Client, Current Client, Billing).
On the right side, toggle the HubSpot integration on.
Choose whether to:
Log incoming and/or outgoing calls.
Add and/or update contacts for this call type.
Click Save.
For AI Receptionists
Expand the AI Receptionist Flow menu.
Click AI Receptionist Call Handling.
Select the call type you want integrated.
Click Edit.
In the interaction options, toggle the HubSpot integration on.
Choose whether to:
Log incoming and/or outgoing calls.
Add and/or update contacts for this call type.
Click Save.
✅ That’s It!
Your Abby account is now connected to HubSpot. From here, every relevant call and message will flow into your CRM, giving you better visibility into leads, clients, and ongoing conversations.
💡 Pro Tips
Test it fast: Place a quick call to your Abby number to confirm the integration is logging events correctly in HubSpot.
Leverage automation: Use HubSpot workflows and reports to track how many leads or clients Abby is capturing for you.
🎥 Demo Videos
See the integrations in action:
AI Receptionist + [Integration Name]
Watch how Abby’s AI logs calls and creates records automatically.
Human Receptionist + [Integration Name]
See how calls handled by our live receptionists sync into your system.