Add this voice AI tool to HubSpot...

Introduction

In today's fast-paced business landscape, integrating advanced technology can vastly improve operational efficiency. One powerful combination that stands out is the integration of Synth Flow—a no-code AI voice assistant platform—with HubSpot, a leading CRM system. In this article, we will explore how you can create a voice AI system capable of making and taking phone calls using Synth Flow and HubSpot.

What is Synth Flow?

Synth Flow is an innovative platform that empowers users to create AI-powered voice assistants without any coding knowledge. By employing simple point-and-click and drag-and-drop features, anyone can build customized voice assistants tailored to their business needs. This is especially advantageous for small to medium-sized enterprises looking to enhance customer interactions.

Recently, Synth Flow launched an application in the HubSpot Marketplace, enabling seamless connectivity between the two platforms. By leveraging customer data from HubSpot, you can create a personalized voice AI assistant that can handle calls for you.

Setting Up Your AI Assistant

1. Sign Up on Synth Flow: First, go to synthflow.ai to create your account. Once logged in, you have three options to create an assistant: starting from scratch, using a quick setup, or browsing templates.

2. Choosing a Template: For demonstration, select the "Allan AI" template, which specializes in engaging homeowners regarding property sales. Allan is designed as a lead qualification bot.

3. Customizing Your Assistant: You can customize Allan with a voice from 11 Labs, input your greeting message, and set up the necessary parameters for your assistant.

Connecting Synth Flow with HubSpot

Once your assistant is ready, navigate to HubSpot to connect the systems:

1. Navigating HubSpot: Log into your HubSpot account and head to the Automations section.

2. Creating a Workflow: Choose "Create a workflow" and select your triggering method, which can be based on contacts, companies, deals, or tickets. For our purposes, select Contact based.

3. Setting Enrollment Triggers: Rename your enrollment trigger and set criteria to manually enroll contacts or trigger based on specific actions.

4. Connect Synth Flow: After integrating Synth Flow via the HubSpot Marketplace, add the action to make an AI phone call. Here, you will enter your model ID and API key from Synth Flow.

5. Customizing Call Scripts: Import scripts from Synth Flow to personalize the call. You can include HubSpot data variables to tailor the conversation based on customer information.

6. Branching Scenarios: Create branches in your automation workflow depending on the call outcomes (e.g. busy, completed, failed, etc.) to govern subsequent actions like sending emails, updating contact lists, and more.

The Benefits of Integrating Synth Flow with HubSpot

By combining Synth Flow with HubSpot, businesses can effectively streamline their calling processes, enhance lead engagements, and significantly reduce the workload for their sales teams. This setup allows for automation in lead qualification and follow-up communication while offering analytics for performance improvements.

Moreover, recordings and transcripts of calls can be utilized for further analysis, making it a comprehensive solution for businesses that heavily rely on phone interactions.

If you're interested in setting this up for your business and need assistance, don't hesitate to reach out for help!

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Keywords

• Synth Flow
• AI Voice Assistant
• HubSpot
• No Code
• Automation
• CRM
• lead qualification
• Integrations
• Business Efficiency

FAQ

1. What is Synth Flow?
Synth Flow is a no-code platform that allows users to create AI-powered voice assistants tailored for various needs.

2. How does Synth Flow integrate with HubSpot?
Synth Flow has a dedicated app in the HubSpot Marketplace, enabling users to trigger voice calls based on customer data stored in HubSpot.

3. Can I customize my AI assistant?
Yes, you can customize your assistant's voice, greeting, and call scripts to suit your business needs.

4. What types of calls can AI assistants handle?
Generically, AI assistants can make outbound sales calls, qualify leads, and follow up with customers based on their interactions.

5. Do I need technical knowledge to use Synth Flow?
No, Synth Flow is designed as a no-code solution, allowing users without technical skills to create their own voice assistants easily.