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Documentation Index

Fetch the complete documentation index at: https://docs.callprep.app/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

The HubSpot integration connects CallPrep to your CRM so your team always has enriched prospect data where they need it — directly on the HubSpot contact record. When a contact reaches your configured lead score threshold, CallPrep automatically:
  1. Researches the prospect using your product context
  2. Writes AI-generated insights to custom contact properties
  3. Creates a structured note on the contact record
  4. Optionally sends a Slack summary and email digest
The HubSpot integration is available on the Growth and Scale plans.

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What gets synced

For each researched contact, CallPrep creates a property group in HubSpot named after your product (e.g. CallPrep: Juicer) containing:
PropertyDescription
StatusSet to completed when research is done — prevents re-researching the same contact
Prospect SummaryAI-generated professional summary of the prospect
Opening Talk3 personalised conversation starters
Synergy PointsHow your product maps to this company’s needs
Discovery QuestionsTailored questions to ask in the call
Company NewsRecent news about the company
Company IndustryIndustry classification
Company EmployeesEmployee count
Enriched AtTimestamp of last enrichment
A structured note is also created on the contact with all insights formatted for quick reading.
If you use CallPrep for multiple products, each product gets its own property group — data never overlaps between products on the same contact.

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Setup

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Step 1 — Connect HubSpot

Go to Dashboard → Integrations and click Connect HubSpot next to the product you want to use. You’ll be redirected to HubSpot to authorise access. CallPrep requests the following permissions:
  • View and manage contacts
  • Create and manage contact property settings
  • Create notes
After approving, you’ll be redirected back to CallPrep. The integration automatically creates the custom property group and all required fields in your HubSpot portal — no manual setup needed.
During authorisation you may see a message saying CallPrep is an unverified app. This is normal for any third-party integration that hasn’t completed HubSpot’s marketplace review process. Click Connect app to proceed.

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Step 2 — Configure sync settings

Once connected, expand Integration Settings to configure how the sync works.

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Schedule

Choose how often CallPrep checks for new leads to research:
OptionWhen it runs
DailyEvery day at your chosen hour (UTC)
Twice a weekMonday and Thursday at your chosen hour
WeeklyEvery Monday at your chosen hour

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Lead score filter

CallPrep only researches contacts above a certain score threshold.
HubSpot does not create a lead score property by default. You must first set up Lead Scoring in HubSpot (Settings → Lead Scoring & Scoring), which generates a custom score property in your portal. Enter that property’s internal name below — without it, the sync cannot run.
Score property — the internal name of the HubSpot contact property that holds the lead score. To find it: go to HubSpot → Settings → Properties → Contact properties, search for your scoring property, click on it, and copy the Internal name (lowercase with underscores, e.g. my_lead_score or combined_score). Minimum score — contacts scoring below this value are skipped. Default is 70.

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Email filters

Avoid wasting research credits on contacts that won’t convert:
  • Skip free email providers — skips Gmail, Yahoo, Outlook, iCloud, Proton and similar personal email domains
  • Skip role-based mailboxes — skips generic addresses like info@, contact@, support@, sales@ and others

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Research limit

The maximum number of contacts to research per sync run. You can set between 1 and 50.
The hard cap is 50 contacts per run regardless of plan, to ensure consistent performance. For most teams running daily syncs, a limit of 20–30 is sufficient.

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Enable / Pause

Use the Active / Paused toggle at the top of the settings panel to turn the integration on or off at any time. This takes effect immediately — pausing will not cancel any research currently in progress.

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Step 3 — Save and enable

Click Save settings, then toggle the integration to Active. The first sync will run at the next scheduled time. To trigger a sync immediately, you can save and re-save the settings — the next run time will be set to now.

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Slack notifications

You can receive a summary in Slack after each sync completes.

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Setting up the webhook

  1. Go to api.slack.com/apps and click Create New App → From scratch
  2. Under Incoming Webhooks, enable the feature and click Add New Webhook to Workspace
  3. Select the channel where you want to receive summaries and click Allow
  4. Copy the webhook URL (starts with https://hooks.slack.com/services/...)
  5. Paste it into the Webhook URL field in CallPrep integration settings

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What you receive

One summary message per sync: 
CallPrep sync complete — Juicer
12 enriched · 3 skipped · 0 failed · 15 total

• jan.kowalski@firma.pl · Firma Sp. z o.o. · score 92
• anna.nowak@company.com · Company Ltd · score 88
...

Details per contact in thread ↓
One follow-up message per contact with:
  • Name, title, email, and lead score
  • Company details and links (HubSpot profile, LinkedIn, website)
  • Top synergy point with your product
  • Top conversation starter

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Email summary

After each sync, CallPrep sends an email digest to your account email address listing how many contacts were researched and their email addresses. To send the digest to a different address (e.g. a team inbox), enter it in the Send to field under Email Summary in integration settings. To disable the digest entirely, uncheck Enable email summary.

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Viewing sync history

The Statistics section on the integrations page shows:
  • Total credits consumed by the HubSpot integration
  • Total leads fetched and researched
  • A table of the last 20 sync runs with status, contact counts, and duration

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Credits

Each researched contact consumes one credit from your plan. Skipped contacts (filtered by email rules or below the score threshold) do not consume credits. If you run out of credits mid-sync, the remaining contacts in that run are skipped and will be picked up in the next sync once your credits reset.
Credit consumption for HubSpot integration follows the same rules as the API — see Credits for details on monthly limits and reset dates.

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Multiple products

If you have more than one product in CallPrep, each product can have its own independent HubSpot integration with different settings (score threshold, schedule, filters). All products share the same HubSpot connection — you only need to authorise once. Each product creates its own property group in HubSpot, so data from different products never overlaps on the same contact.

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Disconnecting

To remove the integration, click Disconnect on the integrations page and confirm. This will:
  • Remove CallPrep’s access to your HubSpot account
  • Pause all active integrations
  • Preserve all data already written to HubSpot contact properties
  • Preserve your sync settings — reconnecting will restore them

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Frequently asked questions

Yes. On the next scheduled sync, any contact with a score above your threshold that hasn’t been researched yet (no cp_{product}__status property, or status is not completed) will be included.
Once a contact’s status is set to completed, it won’t be picked up again by the sync. This prevents duplicate research and credit consumption. If you want to re-research a contact, manually clear or change the cp_{product}__status property in HubSpot.
All HubSpot score properties are custom — there is no universal default. Go to Settings → Properties → Contact properties, search for the property you use for scoring, click on it, and look for the Internal name field. It’s always lowercase with underscores (e.g. combined_score_q3_2025). Enter this name in the Score property field in CallPrep settings.
The most common reasons:
  • The score property name is wrong or missing — double-check the internal name in HubSpot → Settings → Properties
  • No contacts have a value set for the configured score property
  • All contacts above the threshold have already been researched (status = completed)
Check the sync history table on the integrations page — the Fetched column shows how many contacts were returned by HubSpot before filtering.
The integration is connected per CallPrep account. If your team shares a CallPrep account, all syncs run under that account and consume its credits. Separate team members with their own accounts would each need to connect their own HubSpot integration.
CallPrep only reads contact records to find leads to research, and writes back to the custom cp_* properties it creates. It does not modify any existing HubSpot properties, pipelines, deals, or other CRM data.

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Need help?

If you run into any issues setting up the integration, contact us at hello@callprep.app and we’ll get back to you within one business day.