When you connect HubSpot as an MCP server in DialLink, your AI agents can do much more than just answer calls. They can work with live CRM data, update records on the spot, and make conversations smoother for both your team and your customers.
Here are some examples of how this works in real life:
Turning a first-time caller into a lead
A call comes in from a number that’s not in your HubSpot database. The AI agent greets the caller, confirms their name and a few key details, and creates a new lead in HubSpot right there during the conversation. By the time the call ends, your sales team already has the new contact in their CRM, ready for follow-up.
Keeping your data fresh
A returning customer calls, but they mention they’ve changed their phone number and email. Instead of passing the note to someone else or updating it later, the AI agent updates the contact record in HubSpot immediately. No delays, no forgotten updates. Your CRM stays accurate in real time.
Getting the full picture before you answer
Before transferring a call, the AI agent quickly checks the caller’s record in HubSpot. In seconds, it sees open deals, the status of ongoing negotiations, and the last logged activities. When the agent passes the call to a sales rep, they already know exactly who’s calling and what’s happening. No awkward pauses, no “Let me check your account…” moments.
Making transfers smoother
Sometimes a caller wants to speak to someone else. With warm call transfers, the AI agent first connects with the next person, explains who is on the line, what the conversation was about, and even shares deal details from HubSpot. The sales team member picks up right where the agent left off, and the customer never has to repeat their story.
By combining DialLink with HubSpot, your team gets the best of both worlds — real-time communication powered by AI and a CRM that’s always up to date.