HubSpot — OAuth & mapping.
Connect HubSpot in 30 seconds, map call outcomes to deal stages, and decide which fields update from voice.
Connect
- In IzzyOps: Integrations → HubSpot → Connect.
- You'll be redirected to HubSpot's OAuth screen. Pick the portal you want to connect.
- Approve the scopes (read/write contacts, deals, calls).
- You're back in IzzyOps. The connection card flips to "Connected" with a green dot.
Mapping
Click Configure on the HubSpot card to set up field mapping.
Contact creation
By default, IzzyOps creates a new contact when a call comes from an unknown number. You can change this to create only when the workflow explicitly requests — useful if you don't want every random caller in your CRM.
Field mapping
For each piece of data the AI captures during a call, decide whether to write it to a HubSpot field. Defaults:
- Caller name →
firstname+lastname - Phone →
phone - Email →
email(if captured) - Address →
address,city,state,zip - Call summary → custom property
last_call_summary(we create this if it doesn't exist) - Call intent → custom property
last_call_intent
Deal stages
If you use the HubSpot Sales Hub, map call outcomes to deal stage transitions. Example: "intent = qualified_lead AND outcome = booked" → move deal to "Demo Scheduled".
Two-way sync
IzzyOps subscribes to HubSpot webhooks for the objects you mapped. When a contact's do_not_call flag is updated in HubSpot, we honour it on the next outbound campaign. When a deal stage changes, we can trigger an outbound workflow.
Disconnecting
Disconnect from Integrations → HubSpot → Disconnect. We revoke the OAuth token immediately and stop reading or writing. Historical data already in HubSpot stays put.