Prerequisites
Before you begin, ensure that you have:
Integrated HubSpot with Brightcall.ai using our integration guide
Verified your HubSpot subscription includes Workflow functionality
Confirmed you have the necessary permissions to create and edit workflows
Once you've installed Brightcall from the HubSpot Marketplace, you can use it as an action in your contact-based or deal-based workflows.
Step-by-Step Instructions
Create a new workflow or select an existing one from your workflow list.
Configure your workflow trigger based on your requirements.
Click the '+' button to add a new action.
In the actions menu, select Brightcall Speed to Lead and choose Cancel Brightcall Call.
Select the specific widget where you want to cancel calls. (Note: This will limit call cancellations to the selected widget only)
Click Save to confirm your action settings.
Activate your workflow by turning it on in HubSpot.
Your workflow is now configured to automatically cancel future calls based on your specified triggers.
How it works
For contacts enrolled in a workflow, the integration searches for future calls that either have a HubSpot contact link or contain one of the contact's phone numbers as a lead phone.
For deals enrolled in a workflow, it also searches for calls with a HubSpot deal link and performs the same search for all contacts related to the deal.