CRM Integration

Turn Every Call Into a HubSpot Lead — Automatically

Marlie AI answers your calls, qualifies leads, and pushes contact details straight into HubSpot. No missed leads, no manual entry, no lag between call and follow-up.

Start Free Trial Listen to Demos

Your AI receptionist meets your CRM

Most businesses lose leads between the phone and the CRM. Someone calls, leaves a message, and the details sit in a voicemail until someone remembers to log them. By then, the lead has gone cold.

With the Marlie AI + HubSpot integration, every inbound call is answered instantly, caller details are captured in real-time, and a new contact or deal is created in HubSpot before the call even ends. Your sales team gets a warm lead with full context — ready to close.

What You Get with Marlie + HubSpot

Everything you need to connect your phone calls with HubSpot — fully automated, zero manual work.

Auto-Create Contacts

New callers are automatically added as HubSpot contacts with name, phone, email, and call summary — zero manual entry.

Call Logging & Notes

Every call is logged in HubSpot with a full transcript, outcome, and next steps so your team has the complete picture.

Pipeline Management

Qualified leads are pushed into the right HubSpot pipeline stage based on call intent, so nothing falls through the cracks.

Real-Time Sync

Contact and deal data syncs instantly — no batch processing delays. Your CRM is always up to date.

Custom Field Mapping

Map call data to any HubSpot property. Capture industry, service type, urgency, or any custom field your team needs.

Smart Deduplication

Returning callers are matched to existing HubSpot contacts so you never create duplicates or lose call history.

How It Works

Get up and running with HubSpot in minutes — no coding required.

Connect HubSpot

Link your HubSpot account to Marlie AI in one click through our dashboard. No coding or API keys needed.

Configure Your Mapping

Choose which call data maps to which HubSpot fields. Set pipeline rules, deal stages, and contact properties.

Marlie Answers & Captures

When a call comes in, Marlie AI handles the conversation, qualifies the lead, and collects all the details your CRM needs.

HubSpot Updates Instantly

A new contact, call log, and deal appear in HubSpot in real time. Your sales team gets notified and follows up fast.

Built for Real Scenarios

See how businesses use Marlie + HubSpot to capture more leads and streamline operations.

Inbound Sales Teams

Scenario

A prospect calls after hours asking about pricing. Marlie AI answers, qualifies them, and captures budget and timeline.

Outcome

A new deal lands in your HubSpot pipeline with full context before your sales rep starts their morning.

Marketing Lead Capture

Scenario

A Google Ads campaign drives phone calls. Each caller is asked qualifying questions by Marlie AI.

Outcome

Every call-in lead is tracked in HubSpot with source attribution, enabling accurate ROI measurement on ad spend.

Customer Success Follow-Up

Scenario

An existing customer calls about an issue. Marlie identifies them, logs the concern, and routes to the right team.

Outcome

The support ticket is attached to the existing HubSpot contact with full call history for seamless follow-up.

Frequently Asked Questions

Common questions about the Marlie AI + HubSpot integration.

How does Marlie AI connect to HubSpot?

Marlie connects to HubSpot through a native integration. Simply click 'Connect HubSpot' in your Marlie dashboard, authorize the connection, and you're set. No API keys or developer setup required.

Will Marlie create duplicate contacts in HubSpot?

No. Marlie uses smart deduplication to match callers to existing HubSpot contacts by phone number and email. Returning callers update the existing record instead of creating a new one.

Can I customize which HubSpot fields get populated?

Yes. You can map any data collected during the call — name, email, service type, urgency, custom questions — to any standard or custom HubSpot property.

Does the integration work with HubSpot Free?

Yes. The integration works with all HubSpot plans including the free CRM. Some advanced features like pipeline automation may require HubSpot Sales Hub Starter or higher.

Are call recordings stored in HubSpot?

Call summaries and transcripts are logged as notes on the HubSpot contact record. Full recordings can be accessed through the Marlie dashboard with a link in the HubSpot activity log.