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.
Before, during and after 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
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
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
How it works
- 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
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
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.
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