How to Automate Outbound Calls: HubSpot + TwinsAI

This guide will walk you through integrating TwinsAI with your HubSpot workflows. By the end of this setup, your AI assistant will automatically call new leads the moment they submit a form on your website or after your custom workflow setup.

Prerequisites

Connect Accounts: Ensure your HubSpot account is connected within the TwinsAI Web or Desktop application.
Assistant Ready: Verify you have created and configured at least one AI assistant in your TwinsAI dashboard.
HubSpot Automation: Ensure your HubSpot subscription includes access to Workflows.

Step-by-Step Configuration

1. Set Your Trigger

In HubSpot, create a new Workflow.
Define your Enrollment Trigger (e.g., "Form Submission").
Select the specific form on your website that should trigger the call.

2. Add the TwinsAI Action

Click the (+) plus icon to add a new action to the workflow.
Scroll down the sidebar to the Integrated Apps section.
Select TwinsAI for calling and SMS.
Choose Twin Outbound Calls.

3. Configure the Call Details

Select Assistant: Choose the specific AI assistant you want to handle the call from the dropdown menu.
Phone Field: Map this to the Mobile Phone property.
Save: Click save to lock in the action.

4. Review and Activate

Click Review and Turn On in the top right corner.
Confirm your enrollment criteria.
Select Turn On to go live.

What Happens Next?

When a user submits a form on your site, TwinsAI will instantly trigger a phone call. The AI will engage the lead in a natural conversation based on the products or services defined in your assistant's settings.

Pro Tip: Ensure your AI assistant's "Knowledge Base" is updated in the TwinsAI app before turning the workflow on to ensure the information provided during calls is accurate.

If you need assistance configuring your prompt for an entire inbound workflow, please don’t hesitate to contact support.