Integration

Sainer × HubSpot

Match callers to HubSpot contacts before the call, book meetings from your scheduling links during it, and log every call as a HubSpot engagement when it's done — with transcript, AI summary and a deep-link back to the recording.

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HubSpot in your workflow

Before, during and after the call

Before the call

Inbound numbers are matched against your HubSpot contacts before the call.

  • Phone match across both `phone` and `mobilephone` properties with Dutch/international format detection
  • Pre-loads up to 20 slots per configured HubSpot meeting link in parallel
  • Returns name, email, company, contact ID and a deep-link to the HubSpot portal
During the call

The AI can pull live availability and book meetings without leaving the call.

  • Live slot lookup per meeting link, respecting caller timezone
  • Books once the caller's email is verified (spell-and-confirm)
  • Auto-creates or matches the contact, with a fallback-email path if booking fails
After the call

Each call becomes a HubSpot engagement on the matched contact.

  • Logs duration, direction, outcome and HubSpot disposition (cached for resilience)
  • Includes optional transcript, AI summary, configurable analysis fields and recording link
  • Surfaces the engagement directly on the contact's timeline
Getting started

How it works

  1. 1

    Authorise Sainer via HubSpot OAuth

    Start the OAuth flow from Sainer and approve the requested scopes. Optionally set your portal ID so deep-links land on the right portal.

  2. 2

    Configure your meeting links

    For each meeting type you want bookable, add the meeting-link slug and any AI instructions. Sainer pre-loads availability before every call.

  3. 3

    Set logging behaviour and publish

    Choose whether to include transcript, summary and recording link, and which analysis fields to send. Publish and you're live.

Ready to get started?

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