Callbell is a shared inbox for WhatsApp, Instagram, Messenger, Telegram and TikTok. With this app, your Callbell AI agent can use your HubSpot CRM while it chats with your customers.

What the AI agent can do in HubSpot:

- Find a contact by email, phone or name, and read the contact details.

- Find a deal and tell the customer its status.

- Find a company.

- Create a contact for a new lead.

- Update a contact or a deal with the information that the customer gives in the chat.

Why install it:

- Your team does not copy chat data into HubSpot by hand.

- New leads from WhatsApp and the other channels go into HubSpot during the chat.

- Customers get answers from your CRM data at any hour, without a wait for your team.

You control what the agent can do. When you connect HubSpot, you choose if the agent can only read your CRM or can also edit it. In Callbell, you turn on only the HubSpot actions that each AI agent needs.