HubSpot is one of the most widely used CRMs for small businesses, and we connect through HubSpot's official REST API. Every conversation handled by your chat widget or AI voice agent can create a new contact (or match an existing one by email and phone) and create or update a deal in the right pipeline.
In the other direction, any HubSpot workflow can call a webhook back into Small Business Chatbot to kick off an AI follow-up — for example, when a deal moves to a specific stage, when a contact is enrolled in a list, or when a property changes.
Popular workflow recipes
When this happens → do thatTriggers & Actions
4 triggers · 5 actionsAny HubSpot workflow can post to our inbound URL — use it to trigger AI follow-ups on enrollment, stage change, or custom timing.
Lifecycle stage, lead status, or any custom property changes value.
A deal moves between stages of any HubSpot pipeline.
Static and active list memberships trigger follow-ups.
Match on email and phone, dedupe automatically, then create or update.
In any pipeline and stage, with owner, amount, and custom property values.
Attach the full transcript and AI summary as a timeline engagement on the contact.
Route to a specific HubSpot owner based on territory, language, or product.
Drop the contact into any existing HubSpot Workflow automatically.