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🚀 HubSpot Integration Guide · Public Documentation

Nutaan AI Calling for HubSpot — Setup & User Guide

Learn how to install the Nutaan app from the HubSpot Marketplace, approve OAuth scopes, configure caller IDs and API keys, trigger automated workflow calls, and use 1-click CRM dialing.

Install App to HubSpot
01 · Overview

What is Nutaan AI Calling for HubSpot?

Nutaan AI Calling brings autonomous, human-like voice AI agents directly inside your HubSpot CRM. Instead of manually dialing cold lists or allowing new inbound leads to wait hours for a sales representative, Nutaan automatically places outbound phone calls the moment a prospect fills out a form, enters a workflow, or is reviewed by a sales rep.

Sub-30-Second Lead Response

Connect instantly with fresh inbound leads while their intent is highest. Boost conversion rates up to 5x compared to manual callback delays.

70+ Multilingual Accents

Voice AI trained on regional dialects across the US, UK, India, UAE, and Europe with natural sub-800ms response latency and zero awkward pauses.

Two Built-in Execution Modes

Run 100% automated campaigns via HubSpot Workflows, or empower reps with 1-Click AI calling directly on individual Contact records.

Prerequisites: You will need an active HubSpot portal (Free, Starter, Professional, or Enterprise) and a Nutaan account with an active API Key and calling credits. If you do not have a Nutaan account yet, you can sign up for free at nutaan.com.
02 · Installation

Installing the App & Approving OAuth Scopes

Follow these steps to connect Nutaan AI Calling with your HubSpot account via standard secure OAuth:

  1. Click the installation link: Authorize Nutaan AI Calling on HubSpot (or click Install App on our HubSpot Marketplace listing page).
  2. If you manage multiple HubSpot portals, select the portal where you wish to install the app.
  3. Review the requested account permissions on the HubSpot consent screen.
  4. Click the orange Connect app button at the bottom of the screen.
  5. You will be redirected back to Nutaan’s confirmation page showing your connected Portal ID.
Required HubSpot Permissions (OAuth Scopes)
Scope IdentifierCategoryWhy Nutaan Needs This
crm.objects.contacts.readContacts · ReadRequired to retrieve contact phone numbers, first names, and enrolled properties when an automated workflow or manual call is triggered.
crm.objects.contacts.writeContacts · WriteRequired to write back call execution status, call duration, transcripts, and qualification outcome notes directly to the contact record timeline.
oauthAuthenticationStandard OAuth 2.0 protocol scope to establish and maintain a secure encrypted handshake between HubSpot and Nutaan servers.
Data Privacy Guarantee: Nutaan only reads the phone number and contact properties explicitly mapped in your workflow actions or shown on the active CRM record. Your CRM data is encrypted in transit via TLS 1.3 and never shared with third-party advertisers.
03 · Configuration

Post-Installation Configuration (Settings Page)

Once authorized, you must link your Nutaan API Key and outbound Caller ID in HubSpot so that calls can be initiated from your dedicated account balance:

How to Access the In-App Settings in HubSpot:

  1. In your HubSpot portal, click the Settings (gear icon) in the top navigation bar.
  2. In the left sidebar menu, scroll down to Integrations and click Connected Apps.
  3. Find Nutaan AI Calling in your list of apps and click it.
  4. Select the Settings tab at the top of the app overview page.

Fields to Configure:

  • Nutaan API Key: Retrieve your API key from the Nutaan Console under Dashboard > Settings / Dev Console > API Keys. It begins with nut-....
  • Default Agent ID: (Optional) Enter the Agent ID of your preferred voice persona (e.g., agent_demo_qualification). If left blank, Nutaan uses your account’s primary default agent.
  • Verified Caller ID: Enter the phone number that leads will see on their caller ID screen when receiving calls (must be verified or purchased in your Nutaan account, e.g., +15551234567).
Click Save Settings. A confirmation toast will indicate your portal settings are active.
04 · Usage Mode A

Mode A: Automated Calling via HubSpot Workflows

Automate outbound calling campaigns triggered by form submissions, lifecycle stage updates, or property changes:

Step-by-Step Workflow Setup

  1. In HubSpot, go to Automation > Workflows and click Create workflow > From scratch.
  2. Select a Contact-based workflow.
  3. Set your Enrollment Trigger:
    • Example 1: When a contact submits your website form (e.g. "Request a Demo" or "Contact Us").
    • Example 2: When Lead Status changes to In Progress or Open.
  4. Click the + (Add action) icon under the trigger.
  5. In the right-side actions pane, scroll down to Connected Apps and click Nutaan AI Calling.
  6. Select the Call with Nutaan AI action.
  7. Configure the Action Parameters:
    • Phone Number (Required): Click Contact token and select Phone Number (or Mobile Phone Number).
    • First Name / Last Name: Map [Contact.First Name] so the AI agent addresses the lead by name.
    • Agent ID: (Optional) Enter a specific agent persona ID to override the default.
    • Caller ID: (Optional) Enter a specific outbound number.
  8. Click Save and toggle the workflow to Review and turn on.
Visual Workflow Flowchart
Trigger: Contact submits "Request Free Consultation" Form
↓
Action: Call with Nutaan AI (Dials Contact's Phone Number)
↓
Outcome: AI qualifies prospect, logs transcript, and records Call outcome to CRM
05 · Usage Mode B

Mode B: 1-Click Calling from Contact Records (CRM Card)

Sales reps and account executives can trigger autonomous AI calls directly from any Contact page without setting up or managing workflows:

How to Place a 1-Click Call:

  1. In HubSpot, navigate to Contacts > Contacts and open any individual contact record (e.g., Alex Johnson).
  2. Look at the Right Sidebar column (alongside Companies, Deals, and Tickets).
  3. Locate the Nutaan AI Calling card. It automatically detects the contact's name and phone number.
  4. Click the [ 📞 Call with Nutaan AI ] button.
  5. Nutaan initiates the call immediately. Real-time status badges (Calling, Connected, Completed) update inside the card.
Nutaan AI CallingReady
Contact: Alex Johnson
Destination: +1-234-567-8900
Tip for Sales Hub Admins: If the card is not visible on your contact page, click Customize above the activities pane > Customize the right sidebar (Default view) > Add cards > select Nutaan AI Calling and click Save and exit.
06 · Post-Call Intelligence

Call History, Transcripts & Timeline Activities

Whenever an automated or manual AI call finishes, Nutaan writes an engagement entry directly into the contact’s activity timeline:

📞 Call Metadata

Exact call duration, start time, termination reason (completed, busy, unanswered), and caller ID used.

📝 Full Turn-by-Turn Transcript

A complete written dialogue between the AI agent and the prospect logged onto the record for complete transparency.

🧠 AI Summary & Sentiment

Instant qualification tags (e.g., Budget Verified, Needs Demo, Follow-Up Requested) and customer sentiment score.

07 · Disconnection

Disconnecting the App & API Key

If you want to temporarily pause AI calling, rotate your Nutaan API key, or switch to a different Nutaan billing workspace:

  1. In HubSpot, go to Settings (gear icon) > Integrations > Connected Apps.
  2. Select Nutaan AI Calling and open the Settings tab.
  3. Clear the Nutaan API Key input box and click Save Settings (or click the Disconnect Account button).
Data Impact of Disconnecting:
  • Outbound AI calls from workflows and the CRM card will be paused immediately.
  • Zero Data Loss: All previous call logs, transcripts, and contact history remain completely intact on your HubSpot timeline.
  • You can reconnect at any time by pasting a new or updated API key and clicking Save.
08 · Uninstallation

Uninstalling Nutaan AI Calling from HubSpot

If you wish to completely uninstall the Nutaan integration from your HubSpot portal, follow the standard HubSpot uninstallation process:

  1. In your HubSpot portal, navigate to Settings (gear icon) > Integrations > Connected Apps.
  2. Locate Nutaan AI Calling in the list of installed applications.
  3. Click the Actions dropdown next to the app name and select Uninstall.
  4. In the confirmation dialog, type uninstall into the text box and click Uninstall.

For official HubSpot reference instructions, see the HubSpot Knowledge Base guide on Uninstalling Apps.

Data Impact Statement (Required by HubSpot App Quality Guidelines)

When you uninstall Nutaan AI Calling:

  • No Contact Data is Deleted: HubSpot contacts, companies, deals, phone numbers, and custom CRM properties are never removed or altered.
  • Historical Call Logs are Preserved: All past call timeline activities, recordings, and transcripts created by Nutaan prior to uninstallation remain permanently saved in your HubSpot contact records.
  • Active Workflows Cease Execution: Any active workflows that include the "Call with Nutaan AI" action will skip that action and log a notification that the app is uninstalled.
  • Sidebar Card Removed: The 1-click calling card will no longer appear on your contact record sidebars.
09 · Frequently Asked Questions

Frequently Asked Questions & Support

Need Assistance with Your HubSpot Integration?

Our engineering and customer support team is available to assist with onboarding, custom prompt tuning, multi-language configuration, or dedicated telephony carrier routing.