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The HubSpot integration posts a note on the matching contact after every completed call: the TL;DR leads, then the summary, next steps, and the call reference. If no contact matches, the note still posts with the call reference so nothing is lost.

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What you need

  • A HubSpot private app token with these scopes:
    • crm.objects.contacts.read
    • crm.objects.notes.write
    Create it in HubSpot: Settings → Integrations → Private Apps → Create a private app → Scopes tab → enable the two scopes → create and copy the token.

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Connect

  1. In PyAI Console, open Integrations and find HubSpot under CRM.
  2. Click Connect, paste the token, and pick your events.
  3. Press Test. A sample note posts to a matched contact (or unassociated if no match exists yet).
  4. Done. Notes land after every completed call.

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How the contact is matched

  1. If the call carries a hubspot_contact_id or hubspot_id CRM field, that contact is used directly.
  2. Otherwise PyAI searches your contacts by the caller’s phone number.
  3. No match → the note posts unassociated with the full summary and call reference.

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Troubleshooting

  • Error: 401 / INVALID_TOKEN. The token was rotated or deleted. Create a fresh private app token and update the connection (omitted fields preserve stored values).
  • Error: 403. The private app is missing a scope. Edit the app in HubSpot and add both scopes, then press Test again.
  • Notes land unassociated when you expected a match. Check the contact’s phone number format in HubSpot; the match searches by the caller’s number, so international formatting differences matter. Pass hubspot_contact_id in the call’s CRM fields for an exact match.