Connecting HubSpot CRM

1. 1.Open Integrations → click Connect next to HubSpot
2. 2.Pick the HubSpot account / portal you want the AI to write to (if you have multiple)
3. 3.Review the scopes — read/write contacts and read schemas. We do not ask for deals, tickets, or marketing data
4. 4.Click Connect. Back on the Integrations page, you should see "Connected as Portal NNNNN" or similar

What HubSpot fields get written

Each call creates or updates a Contact (deduplicated by phone number). On the Contact, we set firstname, lastname (if extracted from the call), phone, and four custom properties we bootstrap on first connect:

• most_recent_call_summary — one-paragraph LLM summary of the call
• most_recent_call_note — the caller note (gate code, pets, etc.)
• most_recent_call_intent — booking / pricing / faq / emergency / other
• most_recent_call_at — ISO timestamp of the call

Where to see them in HubSpot

Open the Contact in HubSpot → scroll the "About" panel on the right. The four custom properties appear there. You can also surface them on the contact list view: Actions → Edit columns → add the four most_recent_* properties.