Aircall Help Center | AI Actions: Setting up HubSpot actions for your AI Voice Agent

AI Actions: Setting up HubSpot actions for your AI Voice Agent

This guide explains how to connect HubSpot to Aircall's AI Voice Agent and enable AI Actions, so your agent can look up and update HubSpot records during a live call without transferring to a human.

Available HubSpot actions

Each action below is predefined by Aircall. Its inputs, outputs, and behavior are fixed. Administrators control which actions are enabled and which agents can use them, but cannot change what an action does.

Capability	What it does
Get Contact	Looks up a contact by phone number, email, or contact ID
Get Company	Looks up a company by phone number, email, domain, or company ID
Create Contact	Creates a new contact record
Update Contact	Updates an existing contact's details
Create Company	Creates a new company record
Update Company	Updates an existing company's details
Meeting Availability	Fetches available meeting slots for a given calendar (coming soon)
Book Meeting	Books a meeting on behalf of the caller (coming soon)

Step 1: Install the Aircall AI app from the HubSpot marketplace

AI Actions require a separate HubSpot marketplace app called Aircall AI. This is distinct from any existing Aircall–HubSpot integration you may already have installed.

When you open the HubSpot integration settings in Aircall, a banner will prompt you to authenticate and install the app.

Steps:

Click the banner in Aircall. You will be redirected to the HubSpot marketplace.
Authenticate with the HubSpot account you want to connect.
Install the Aircall AI app and approve the requested scopes.
Return to Aircall. The AI Actions section will now be unlocked.

Note: If the OAuth connection ever expires, the banner reappears and all capabilities are disabled until you reconnect.

Step 2: Enable capabilities on the HubSpot integration

All capabilities are off by default. Enable only the ones you want your agents to use.

Steps

Go to Aircall Dashboard > Integrations & API.
Open your connected HubSpot integration.
In the AI Actions section, toggle on the capabilities you want to make available.

Important: Enabling a capability here does not affect live calls or existing configurations. It only makes the action available for assignment to AI Voice Agents. If a capability is off, it will not appear in the agent setup.

Step 3: Assign actions to an AI Voice Agent

Steps

Go to Aircall Dashboard > AI Agents > AI Voice Agents and open the agent you want to configure.
Under Functional abilities, click AI actions.
Click + Add action.
Select the HubSpot action from the dropdown, then click Save action.

Note: If a HubSpot action is missing from the dropdown, it is not enabled on the integration. Return to Step 2 and toggle it on.

Telling the agent when to use an action

After adding actions, you can provide the agent with plain-English instructions about when to use them. For example, you can specify the types of caller questions that should trigger a Get Contact lookup.

The action itself is fixed. These instructions only influence when the agent decides to invoke it during a call.

Testing your setup

Aircall provides two ways to validate your configuration before going live.

Integration Testing tab:

Go to Aircall Dashboard > Integrations & API.
Open your connected HubSpot integration and go to the AI Actions Testing tab.
Select an action, fill in the parameters, and click Execute to verify the connection and the response from HubSpot.

Test call in agent settings:

Go to Aircall Dashboard > AI Agents > AI Voice Agents and open the agent you want to configure.
Click on Test Call in the right left window to simulate real call behavior end to end.

Important: Test calls consume AI Voice Agent minutes and may create real HubSpot records. Use a sandbox HubSpot portal when possible.

Billing

AI Actions are included at no additional cost. Invocations count against your existing AI Voice Agent minutes. There is no per-invocation charge.

FAQs

Do I need to install the Aircall AI app if I already have the Aircall HubSpot integration?

Yes. The Aircall AI app is a separate HubSpot marketplace app required specifically for AI Actions. Your existing Aircall–HubSpot integration continues to work in parallel.

Can administrators change what an action does?

No. Each action's behavior, inputs, and outputs are defined by Aircall and cannot be modified. Administrators only control which actions are enabled and which agents can use them.

Are HubSpot AI Actions available on all Aircall plans?

HubSpot AI Actions are included within your existing AI Voice Agent minutes. No additional plan or SKU is required.

What happens if the HubSpot OAuth connection expires?

The reconnect banner reappears in Aircall and all AI Action capabilities are disabled until you re-authenticate.

This guide explains how to connect HubSpot to Aircall's AI Voice Agent and enable AI Actions, so your agent can look up and update HubSpot records during a live call without transferring to a human.

Available HubSpot actions

Capability	What it does
Get Contact	Looks up a contact by phone number, email, or contact ID
Get Company	Looks up a company by phone number, email, domain, or company ID
Create Contact	Creates a new contact record
Update Contact	Updates an existing contact's details
Create Company	Creates a new company record
Update Company	Updates an existing company's details
Meeting Availability	Fetches available meeting slots for a given calendar (coming soon)
Book Meeting	Books a meeting on behalf of the caller (coming soon)

Step 1: Install the Aircall AI app from the HubSpot marketplace

AI Actions require a separate HubSpot marketplace app called Aircall AI. This is distinct from any existing Aircall–HubSpot integration you may already have installed.

When you open the HubSpot integration settings in Aircall, a banner will prompt you to authenticate and install the app.

Steps:

Click the banner in Aircall. You will be redirected to the HubSpot marketplace.
Authenticate with the HubSpot account you want to connect.
Install the Aircall AI app and approve the requested scopes.
Return to Aircall. The AI Actions section will now be unlocked.

Note: If the OAuth connection ever expires, the banner reappears and all capabilities are disabled until you reconnect.

Step 2: Enable capabilities on the HubSpot integration

All capabilities are off by default. Enable only the ones you want your agents to use.

Steps

Go to Aircall Dashboard > Integrations & API.
Open your connected HubSpot integration.
In the AI Actions section, toggle on the capabilities you want to make available.

Important: Enabling a capability here does not affect live calls or existing configurations. It only makes the action available for assignment to AI Voice Agents. If a capability is off, it will not appear in the agent setup.

Step 3: Assign actions to an AI Voice Agent

Steps

Go to Aircall Dashboard > AI Agents > AI Voice Agents and open the agent you want to configure.
Under Functional abilities, click AI actions.
Click + Add action.
Select the HubSpot action from the dropdown, then click Save action.

Note: If a HubSpot action is missing from the dropdown, it is not enabled on the integration. Return to Step 2 and toggle it on.

Telling the agent when to use an action

The action itself is fixed. These instructions only influence when the agent decides to invoke it during a call.

Testing your setup

Aircall provides two ways to validate your configuration before going live.

Integration Testing tab:

Go to Aircall Dashboard > Integrations & API.
Open your connected HubSpot integration and go to the AI Actions Testing tab.
Select an action, fill in the parameters, and click Execute to verify the connection and the response from HubSpot.

Test call in agent settings:

Go to Aircall Dashboard > AI Agents > AI Voice Agents and open the agent you want to configure.
Click on Test Call in the right left window to simulate real call behavior end to end.

Important: Test calls consume AI Voice Agent minutes and may create real HubSpot records. Use a sandbox HubSpot portal when possible.

Billing

AI Actions are included at no additional cost. Invocations count against your existing AI Voice Agent minutes. There is no per-invocation charge.

FAQs

Do I need to install the Aircall AI app if I already have the Aircall HubSpot integration?

Yes. The Aircall AI app is a separate HubSpot marketplace app required specifically for AI Actions. Your existing Aircall–HubSpot integration continues to work in parallel.

Can administrators change what an action does?

No. Each action's behavior, inputs, and outputs are defined by Aircall and cannot be modified. Administrators only control which actions are enabled and which agents can use them.

Are HubSpot AI Actions available on all Aircall plans?

HubSpot AI Actions are included within your existing AI Voice Agent minutes. No additional plan or SKU is required.

What happens if the HubSpot OAuth connection expires?

The reconnect banner reappears in Aircall and all AI Action capabilities are disabled until you re-authenticate.