Integration

    HubSpot and Volty

    Volty looks every customer up in HubSpot before it replies, and keeps contacts, deals and tickets current from the conversation when you allow it.

    Talk to VoltyFree trial

    Updated

    A returning lead asks about their quote

    Volty reads the deal before it answers, so the reply knows the proposal, the owner and the deadline.

    DF

    Daniel Foster

    Web chat · Customer

    Hi, we spoke to your team last month about the 50-seat plan. Is the quote still valid?
    Looked up HubSpotDaniel Foster · Deal: 50 seats · Proposal sent · Owner Aisha
    VoltyHi Daniel, yes. The proposal Aisha sent on October 8 for 50 seats is valid until November 30. Would you like her to walk you through it this week?
    Yes, Thursday afternoon works.

    Waiting for approval

    Update HubSpot deal BrightPath 50 seats: stage to Meeting booked

    ApproveEditDecline

    HubSpot deal

    BrightPath · 50 seats

    Proposal sent
    Owner
    Aisha Rahman
    Close date
    Nov 30
    Last activity
    Proposal emailed, Oct 8
    Contact
    Daniel Foster

    Read live from HubSpot during the conversation

    What Volty does with HubSpot

    HubSpot is where the sales team keeps contacts, deals and tickets. Volty looks the customer up in HubSpot before it replies. It finds the record by the phone number or email the conversation has verified, reads their deals, tickets and notes, and answers with that context. Only that customer's records are in reach during their conversation.

    • Knows who is writing

      Volty matches the sender to a HubSpot contact and reads their open deals, tickets and notes.

    • Leads that log themselves

      A new inquiry becomes a HubSpot contact with its details, once the create tool is on.

    • Deals move with the conversation

      A booked meeting or an agreed quote updates the deal stage, approved by a colleague first if you want.

    • Tickets from complaints

      A fault report becomes a HubSpot ticket with what the customer said.

    • Only that customer's records

      In a customer conversation Volty can read only the customer it has verified.

    A salesman in a blue shirt on a phone call taking notes beside a laptop by a window, a colleague on her own call in the foreground.
    The deal owner sees what the customer asked before calling back.

    A service question, answered from a ticket

    An existing customer asks about a visit. Volty reads their HubSpot ticket.

    RP

    Raj Patel

    WhatsApp · Customer

    Has my AC servicing been scheduled?
    Looked up HubSpotTicket: AC servicing · Visit Thu 9am
    VoltyYes, your servicing visit is set for Thursday morning at 9am. The technician will message when they're on the way.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    New WhatsApp lead to HubSpot

    1. When

      A new number writes in

      From an ad or your site

    2. Step 1

      Volty asks your questions

      Company, need and timeline

    3. Step 2

      Creates the contact

      With what the lead said

    4. Step 3

      Brings in the owner

      A named colleague in the same thread

    Seven colleagues standing around a whiteboard covered in sticky notes while one of them talks through it.
    One record of every customer, whichever channel they used.

    How Volty connects to HubSpot

    An admin adds HubSpot on the Sources page and signs in with the HubSpot account Volty should use. Volty then suggests which tools to turn on.

    1. 01

      Sign in to HubSpot

      From the Sources page, with one HubSpot sign-in.

    2. 02

      Turn on the reads

      One button turns on the tools that only read.

    3. 03

      Decide on each change

      Create and update tools are Off, On, or Check with staff.

    4. 04

      Use draft mode if you like

      A HubSpot update can wait on a draft reply until staff press Send.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Search contactsReads
    • Read notes and tasksReads
    • Search and read dealsReads
    • Read companyReads
    • Search and read ticketsReads
    • Create and update contactChanges
    • Create and update dealChanges
    • Create and update ticketChanges

    Reading tools can be turned on straight away. Anything that changes HubSpot starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Can Volty update HubSpot from a WhatsApp conversation?

    Yes, once an admin turns the writes on. Volty creates and updates contacts, deals and tickets in HubSpot, and every tool starts Off until the admin sets its switch.

    Which HubSpot records can Volty see?

    In a customer conversation, only that customer's. Volty finds the record by the phone number or email address the conversation has verified, in the portal of the HubSpot account the admin signed in with.

    How much does Volty cost?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · October 8, 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, October 8, 2026