Integrations overview - CallPrep API

The short version

CallPrep has three moving parts, and every integration belongs to one of them.

Part	What it is	Where you set it up
The source	HubSpot. A new contact in your CRM is what starts everything.	Integrations → HubSpot
The decision	Autopilot. Who gets contacted, what is said, on which channels, and when it stops.	Dashboard → Autopilot
The channels	LinkedIn, Email, WhatsApp, Telegram — the accounts messages are actually sent from.	Integrations → the channel

New HubSpot contact
      ↓
Does it match one of your Autopilots?  ──── no ──→  waits in the queue, then is abandoned
      ↓ yes                                          (never researched, no credit spent)
Research the person and their company  (1 credit)
      ↓
Enrol into that Autopilot's sequence
      ↓
Messages sent from your own LinkedIn / mailbox / WhatsApp / Telegram
      ↓
Every message logged back on the HubSpot contact · a reply stops the sequence

Connecting a channel does not send anything on its own. A channel only sends when an Autopilot has a step on it — see Dashboard → Autopilot.

The channels at a glance

Channel	What you connect	Hard daily limit	Cold outreach	Typical plan
LinkedIn	Your own LinkedIn account (a “seat”)	20 invites per account	Yes	Individual and up
Email	Gmail, Outlook / Microsoft 365, or your own domain	Up to 500 per mailbox, your choice	Yes	BDR and up
WhatsApp	Your WhatsApp number (QR scan)	20 messages	Only after you switch off warm-only	BDR+
Telegram	Your Telegram account (QR scan)	20 messages	Only after you switch off warm-only	BDR+

Every channel sends from your account, never from a shared or synthetic one. See the Billing page for what your plan includes.

What each integration is for

HubSpot

The source of leads and the record of what happened. New contacts start the flow; every message sent is written back onto the contact timeline.

Connection requests with a personalised note, and follow-up messages once the request is accepted.

Email

Outreach from your real mailbox, threaded into one conversation, with reply and bounce detection.

WhatsApp & Telegram

Short follow-ups to leads who already engaged. Cold messaging is off by default on both.

Setup order

Add your product — Settings → Product. Everything else runs on it.
Connect HubSpot — this is what feeds leads in.
Connect at least one channel — LinkedIn is the quickest to start with.
Create an Autopilot — Dashboard → Autopilot, from scratch or from a template.

Step 4 is the one that decides whether anything is sent. An account with HubSpot and a LinkedIn seat connected but no Autopilot enabled will sit quietly and never contact anyone.

Need help?

Stuck on any of this? Write to hello@callprep.app and we’ll get back to you within one business day.

​The short version

​The channels at a glance

​What each integration is for

HubSpot

LinkedIn

Email

WhatsApp & Telegram

​Setup order

​Need help?

The short version

The channels at a glance

What each integration is for

Setup order

Need help?