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HubSpot Integration Guide

Sync Nomi call intelligence into HubSpot to trigger targeted workflows and nurture sequences automatically.

Emily Bennett, Chief Marketing Officer @ NomiPublished May 9, 2025Updated May 15, 20252 min read
HubSpot
Integration
Automation

Overview

The HubSpot integration translates Nomi's real-time conversation insights into precise lifecycle actions. Whether you are orchestrating deal handoffs, fueling nurture sequences, or supporting customer marketing, HubSpot becomes the command center for every insight that Nomi captures.

Connection checklist

  • Confirm your HubSpot portal has Super Admin privileges.
  • Add the Nomi HubSpot integration from the HubSpot App Marketplace.
  • Decide which HubSpot objects—contacts, deals, or tickets—should receive Nomi updates.

Once the connection is active, Nomi will surface status indicators inside HubSpot timelines within seconds of a live call ending.

Field mapping recommendations

Start with these core properties to make reporting effortless:

Nomi attributeHubSpot propertyUsage
Call sentimentnomi_call_sentiment (single select)Flag marketing qualified signals and churn risk
Key momentsnomi_key_moment (multi select)Tag competitor mentions or product gaps
Next actionnomi_next_action_due (datetime)Trigger follow-up tasks in HubSpot Sequences

Automate follow-up content

Create a HubSpot workflow that watches the nomi_key_moment property. When a competitor is mentioned, launch an email template with a tailored battle card and assign a task to the account owner.

const payload = {
  contactId: '12345',
  keyMoments: ['pricing objection', 'integration question'],
  nextActionDue: new Date().toISOString(),
}
 
await fetch('https://api.nomi.so/v1/hubspot/sync', {
  method: 'POST',
  headers: {
    'Content-Type': 'application/json',
    Authorization: `Bearer ${process.env.NOMI_API_KEY}`,
  },
  body: JSON.stringify(payload),
})

Customer spotlight: LumenPay

LumenPay, a fintech startup, routed every strategic deal recap into a HubSpot dashboard for executives. The team:

  • Reduced manual note-taking time by 9 hours per rep each month.
  • Built nurture campaigns that reused Nomi's recommended talk tracks.
  • Increased expansion revenue by 18% after aligning customer success to the same insights.

Screenshot of a HubSpot dashboard featuring Nomi metrics
Screenshot of a HubSpot dashboard featuring Nomi metrics

Best practices for go-live

  1. Pilot the integration with a single revenue pod to gather feedback.
  2. Pair every new workflow with a Slack or email notification so owners understand what changed.
  3. Review HubSpot reports weekly to see which insights drive conversion and adjust sequences accordingly.

Need a tailored rollout plan? Email contact@nomi.so and our team will share a playbook aligned to your motion.

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