Send call data to HubSpot

After connecting HubSpot, you need to configure your agents so call data is properly synced.

1. Open your agent in Kollie.
2. Go to the Skills tab.
3. Click Add skills → select HubSpot sync.
   • Choose the contact properties and call properties you want to update from a Kollie call (for example email, member_id).
   • Make sure the field type matches (for example text goes into a text field, numbers into a number field).
4. Add another skill: Information Extraction.
   • Write the same properties you mapped in the HubSpot sync skill (for example email, member_id).
   • Provide a short description for each property.
5. In your agent's Main Objective, add instructions so the agent knows to ask for these details during the call.
   • Example: "One of your objectives is to gather the customer's email address."

Once this is done, your agent extracts the chosen values during the call, then automatically updates the mapped properties in HubSpot.

Next: trigger calls from HubSpot workflows.