# Voice Agent Use Case: Calling & Logging HubSpot Leads

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**🎯 Campaign Objective**

Call newly added HubSpot contacts from a specific list and deliver a quick product intro using your voice agent. Log the call details and outcomes back to HubSpot for follow-up by your sales team.<br>

**🔧 Workflow Overview**

1. **Connect your HubSpot account**
2. **Fetch a list of contacts from HubSpot**
3. **Trigger calls using your AI voice agent**
4. **Capture call data (recording, transcript, status)**
5. **Log results and update contact records in HubSpot**

Let’s start with Step 1: **Connecting HubSpot credentials and configuring the “Get List” node** 👉\
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🔑 **Step 1: Connect Your HubSpot Account**

To get started, you'll need to authorize your HubSpot account so Dapta can pull contact data and update records.

**🧭 How to Connect HubSpot:**

1. Click your profile avatar in the bottom-left corner of Dapta.\
   \
   ![](/files/RrDwPsVK8MF5pmzddD8E)<br>
2. Select **Credentials** from the dropdown.
3. Click the **➕** button next to HubSpot.<br>

   <figure><img src="/files/iC1Y9luAmNHk0EUPMXM6" alt=""><figcaption></figcaption></figure>
4. In the modal:
   * **Name** your connection (e.g., “HubSpot Main”).
   * Paste your **HubSpot Private App Token**.\
     [🔗 Learn more about Hubspot Private App Setup](/integrations/hubspot-private-app-setup.md)
   * Click **Save**.<br>

     <div align="left"><figure><img src="/files/Srb34QpePSd5BGnaiseC" alt="" width="549"><figcaption></figcaption></figure></div>

Once connected, you’ll be able to use HubSpot in any flow via the “Get List,” “Search Record,” and “Update Record” nodes.

✅ **Step 2: Create Your Flow and Add the “Get List” Node**

🆕 **Start a Flow**\
From the Flow Studio:

* Click **New Flow** > **New Flow From Scratch**<br>

  <figure><img src="/files/1o4qD9L7BFjhkvBDsP8j" alt=""><figcaption><p><br><br></p></figcaption></figure>

  <figure><img src="/files/1Uhcd4L6g9dhkvzAoYnl" alt=""><figcaption><p><br><br></p></figcaption></figure>

  <div align="left"><figure><img src="/files/UYVfAlgdHskjCXZZQXx6" alt=""><figcaption></figcaption></figure></div>
* **Note:** You can also choose from pre-built templates here (e.g., “Update Contact and Log Call in HubSpot”)

🔌 **Add the “Get List” Node**\
Once inside your flow:

* Search for **“Get List”** in the right sidebar
* Drag it onto the canvas

<div align="left"><figure><img src="/files/ryZmD6j5nXVOtt1uFh6U" alt=""><figcaption></figcaption></figure></div>

1. **Connect to Trigger**\
   Link the **Trigger** node (already present in every new flow) to the **Get List** node by dragging from the bottom of the Trigger to the top of Get List.\
   \
   ⚡ About the Trigger Node

   Every new Dapta flow begins with a Trigger node. This is what starts the flow when a condition is met.<br>

   There are two main trigger types:

   * **Webhook (HTTP Request)** – Starts the flow when an external service sends a request to this URL. Useful for syncing data from CRMs like HubSpot or responding to user actions.
   * **Schedule** – Runs the flow automatically on a schedule (e.g., daily, hourly).

   For this use case, we’re using a **Webhook Trigger** with a `GET` method so the flow activates when a GET request is sent to the provided Webhook URL.

   [🔗 Learn more about Trigger types](/flow-studio/setting-up-triggers-in-flow-studio.md)\
   \
   ![](/files/2K9I5NM47XXjwQKiTMEy)<br>

   <figure><img src="/files/pRRmm6LsJEsCKhWhVvCW" alt=""><figcaption></figcaption></figure>
2. **Configure the Get List Node**
   * **Credentials**: Select your authorized **HubSpot** account.
   * **List**: Choose the list of contacts you want to retrieve.\
     [🔗](/flow-studio/setting-up-triggers-in-flow-studio.md)[Learn More about HubSpot Lists](https://knowledge.hubspot.com/lists/create-active-or-static-lists)
   * **Output Properties (optional)**: Define which fields you want to pull (e.g., `email`, `company`, `createdate`, etc.).\ <br>

     <figure><img src="/files/H82PaSel5h89yg8UJNZs" alt=""><figcaption></figcaption></figure>

This sets up your flow to pull a contact list from HubSpot each time it’s triggered.

#### 🔁 Step 3: Add the “Loop List” Node (Dapta Action)

Now that we’ve pulled your contacts from HubSpot, we need to loop through them one by one.

1. **Search & Add Node**\
   In the **Actions** panel, search for `Loop List`.\
   You’ll see it labeled as a **Dapta Action**.\
   Drag it onto the canvas.\ <br>

   <figure><img src="/files/QclpmntknL6HbwMbMIoP" alt="" width="563"><figcaption></figcaption></figure>
2. **Connect It**\
   Link the `Get List` node to the `Loop List` node to start iterating through your contact list.\
   \
   \
   ![](/files/pX9ZUvRUjwYK2sxmBBo1)\
   \
   3\. **Configure the Loop**\
   \
   In the **List of Items to Process** field, enter:\
   `{{get_list.response.results}}`\
   This tells Dapta to loop over each contact in the list. Each item will be accessible with the `item` variable in the following steps.\ <br>

   <figure><img src="/files/sihoFM6FNzDK0KeBB8rW" alt=""><figcaption></figcaption></figure>

   **📞 Step 4: Add the “Dapta Phone Call” Node**<br>

   Now that we’re looping through each contact, it’s time to place the calls.

   **Search & Add Node**\
   In the Actions panel, search for `Dapta Phone Call`.\
   \
   ![](/files/VyN45Jp34qWUrvkBMZi2)\
   \
   Drag it into the canvas and connect it to the Loop List node.

   **Configure the Call**\
   Click into the node to set your call parameters:

   * Choose your **Voice Agent**
   * You can map the variables like `{{item.firstname}}`, `{{item.phone}}`, etc.
   * Adjust call speed and retry logic if needed\
     [🔗 Learn more about Voice Agent Settings](/ai-voice-agents/how-to-set-up-your-ai-voice-agent/voice-agent-settings-guide.md)\
     \
     ![](/files/hftjBZaKAoBZhXEts4IL)<br>

   This node will dial each contact in your HubSpot list using the selected voice agent, one at a time.

📤 **Step 4: Configure Post‑Call Data Retrieval**\
\
[🔗 Learn Extraction Information From Your Calls](/ai-voice-agents/extracting-information-from-your-calls.md)\
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**1. Go to Your Agent Settings**\
Open your agent in Dapta, then navigate to the **Call Analysis** tab.\
\
**2. Select a Call Analysis Flow**\
Click **“Select Call Analysis Flow”** and choose a Dapta flow you’ve created.\
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![](/files/Qgb5XQ1TUjMlpGesaxOe)\
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**3. Optional Add Post‑Call Fields**\
Under **Post Call Data Retrieval**, click **“+ Add”** to define the insights you want extracted.

<figure><img src="/files/zxLa78KEOHvgdAj2XwYx" alt=""><figcaption></figcaption></figure>

Example fields:

* `detailed_call_summary` → *“Give a detailed call summary regarding the details of the call.”*
* `reason_to_buy` → *“What was the main reason the contact was interested?”*

These instructions guide the AI on what to extract after the call ends.<br>

<figure><img src="/files/Dtm1eovKRVPg1oPXV0bh" alt="" width="494"><figcaption></figcaption></figure>

**4. Build the New Receiving Flow**\
Create a new Dapta flow to handle incoming post-call data:

* Start with a **Webhook Trigger**
  * Method: `POST`
  * Accept parameters like: `event`, `call`, and `data`
* Add your logic to update your CRM using values from:
  * `call_analysis.call_summary`
  * `call_analysis.custom_analysis_data.detailed_call_summary`, etc.\
    \
    ![](/files/JTvegTNxyyJexAsHwAw0)\ <br>

    <div align="left"><figure><img src="/files/nhZO01csK8ZETwNdH0rS" alt=""><figcaption><p><br></p></figcaption></figure></div>

✅ **Final Step: Connect the HubSpot Logging Node**

To push the analyzed call data into your CRM, connect the final **Log Phone Call** node.

**Required Fields:**

* **Call Data:** `{{trigger.body.call}}`\
  ⚠️ *Important:* This must be set to `trigger.body.call`. Dapta handles some CRM update mechanics in the background, so this specific structure is required for logging to work properly.
* **Call Name:** `{{trigger.body.call.call_id}}`
* **HubSpot Contact ID or Phone Number:** `{{trigger.body.call.to_number}}`\ <br>

  <div align="left"><figure><img src="/files/Cywkz8jTmOf9pQdzjUWP" alt="" width="177"><figcaption></figcaption></figure></div>

  <div align="left"><figure><img src="/files/y2x4tRFHhTF0LcijBEBc" alt="" width="375"><figcaption></figcaption></figure></div>

  **🧪 Test and Debug Post-Call Logging**

  1. **Open the Flow**
     * Go to your webhook-triggered flow that receives post-call data.
  2. **Run a Previous Execution**
     * Go to the **Executions** tab in your Call Analysis Flow.
     * Click the 👁️ icon on a successful run.\
       \
       ![](/files/5CeLAhBcFLDN8wcBIcIr)<br>
     * In the **Request Body** panel, click **“Copy to input.”**\
       \
       ![](/files/jvkqfGe9tRPqrQluMfAA)\ <br>

       **View Request Body**

       * Expand the **Request Body** panel to inspect exactly what data was sent.

       \
       ![](/files/tnLsH4BvmYoM8Fg5mtnm)<br>
  3. **Trigger the Logging Flow**
     * Hit **“Run Flow”**
  4. **Confirm CRM Logging**
     * Check HubSpot Contacts to verify the call was logged correctly.\
       \
       ✅ **Once the flow runs successfully, the call will be logged inside the contact’s activity timeline in HubSpot.**\
       \
       ![](/files/q0pLlRlOWVqoyyh8gX4v)<br>


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