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Help Genie
HubSpot
CRM & Marketing

Your Voice Genies + HubSpot

Help Genie qualifies callers through natural conversation and syncs contacts, deals, and tickets to HubSpot automatically.

Try It Free See How It Works
How It Works

From Conversation to HubSpot

Every step is automatic — whether your customer reaches your genie by phone, link, QR code, or mobile app.

1

Customer Connects

Via phone call, shared link, QR code, or your mobile app — your genie is always ready.

2
Help Genie

Help Genie Answers

AI voice genie greets the caller and understands their intent naturally.

3

Collects Details

Name, requirements, preferences — all gathered naturally through voice.

4
HubSpot

Synced to HubSpot

Data lands in HubSpot instantly. Zero human intervention.

What You Can Pass to HubSpot

Define what your genie collects — every field is fully customizable via the API

Contact Name
Email
Phone
Company
Job Title
Lead Source
Interest
Budget
Timeline

These are just examples.

Your genie's goals are fully configurable — collect any data you need and send it anywhere via our API. You decide what matters.

Workflows

4 Ways Genie Works With HubSpot

Full lifecycle management through natural voice conversation.

Contact Creation

New caller reaches your business. Genie captures their info through friendly conversation and creates a HubSpot contact with lifecycle stage and source tracking.

Name Email Phone Company Lifecycle Stage

Deal Pipeline

Qualified caller interested in your services. Genie creates a deal in your pipeline with the right stage, amount estimate, and close date.

Deal Name Pipeline Stage Amount Close Date Owner

Ticket Logging

Support call received. Genie creates a HubSpot ticket with priority, category, and full conversation context for your support team.

Ticket Subject Priority Category Pipeline Description

Workflow Trigger

Contact created or updated by Genie triggers HubSpot workflows — welcome emails, assignment notifications, nurture sequences all fire automatically.

Workflow ID Trigger Event Contact Properties Enrollment
Developer-Friendly

Connect Via Webhook or REST API

Every completed conversation fires a webhook with structured data. Use our REST API to read conversations, manage data, and configure your genie — all typed with a TypeScript SDK.

  • Real-time webhooks on conversation completion
  • Structured JSON with all collected fields
  • TypeScript SDK with full type safety
  • Direct HubSpot API pass-through
  • Retry logic with exponential backoff
Explore the API View Docs
webhook-payload.json
// Help Genie webhook → your server → HubSpot
{
  "event": "conversation.completed",
  "data": {
    "intent": "new_inquiry",
    "collected_fields": {
      "customer_name": "Lisa Chen",
      "email": "lisa.chen@company.com",
      "company": "TechFlow Inc.",
      "interest": "Enterprise plan",
      "budget": "$2k-5k/month",
      "timeline": "Q2 2026"
    },
    "hubspot_contact_created": true,
    "hubspot_contact_id": "hs_12345678",
    "hubspot_deal_created": true
  }
}

Help Genie Connects to 50+ Platforms

HubSpot is just the start. Sync your entire workflow.

Every Caller Enters Your Pipeline.
No Leads Left Behind.

Connect Help Genie to HubSpot and transform phone calls into qualified pipeline — automatically.

Auto-Qualify Leads

AI asks your qualification questions before a human ever picks up

Pipeline Velocity

Deals created instantly — no lag between interest and CRM entry

Trigger Workflows

New contacts automatically enter nurture sequences and assignment rules

Get Started Free See Pricing