Create tickets

Automatically create a ticket in HubSpot if requested via phone call to a Lippy AI phone agent.

Call Log Activity

Automatically create and update call logs to a contact after every call.

Lead Change

Automatically change the lead in a HubSpot contact after a call, based on the outcome.

LifeCycle Stage

Automatically change the life cycle stage in HubSpot after a call, if desired.

Trigger AI call based on form submission

Automatically trigger an AI call based on HubSpot form fillout. This natively includes a communication preferences check for compliance to ensure that callers have opted in.

Deals

Enabled your AI voice agent to automatically read existing deals and pipeline as well as update them based on context provided during a call a contact.

Email Read

Understand context based on previous emails exchanged with the contact.

Follow Up Workflow

Required to programmatically create and manage HubSpot Workflows — used to automatically create a follow-up call workflow when a contact submits a demo request form without booking a meeting.

Recording

This allows us to attach call recordings to call activities in HubSpot made by the AI voice assistant.