Log HubSpot call follow-ups with OpenClaw

OpenClaw can log call summaries as HubSpot notes and create follow-up tasks. Search for contacts first to find the right person to attach your notes and tasks to, then tell the agent what to log.

First-time HubSpot setup with OpenClaw requires connecting HubSpot through ClawLink. This guide covers logging follow-ups after your connection works.

Search before you log

Always search for the contact before creating notes or tasks. You need the contact ID to attach your follow-up entries to the right person.

Tell OpenClaw to search first:

Search HubSpot for a contact with the email john@example.com. If they exist, show me their record. If not, stop and ask me to confirm before creating anything.

The agent finds the contact ID you need for associating notes and tasks. HubSpot automatically deduplicates contacts by email address during imports and form submissions, but searching ensures you attach to the existing record rather than risk a manual creation mistake.

Log the call as a note

Call summaries go into HubSpot as notes on the contact timeline. While HubSpot has a calls API for creating call records, ClawLink's HubSpot tools cannot create call records. This recipe logs a note instead.

Once you have the contact ID from the search:

Create a HubSpot note with the call time and call summary. Associate it with contact ID [contact-id] from the search result.

Tell the agent when the call happened so it appears in the right place on the timeline. Use the actual call time, not the current time, so the timeline stays accurate.

Create the follow-up task

Follow-up actions become HubSpot tasks with due dates. Tasks appear in the assigned person's task queue and on the contact record.

Create a follow-up task called "Follow up on proposal discussion" due next Tuesday at 10 AM. Associate it with the same contact ID and assign it to me.

Tasks need an owner to appear in someone's queue. Ask for the task to be assigned to you, or name the person who should handle the follow-up.

What fields are required?

Both notes and tasks need specific fields to work correctly:

For notes (hubspot_create_note):

• hs_timestamp: determines timeline position (required)
• hs_note_body: the call summary text
• Association to the contact record

For tasks (hubspot_create_task):

• hs_timestamp: the task due date (required)
• hs_task_subject: task title
• hs_task_status: set to NOT_STARTED for new tasks
• Association to the contact record

Associations connect the note and task to the contact record. You name the contact and the agent builds the association.

Should I confirm before the agent writes to HubSpot?

OpenClaw sends confirmed=true to HubSpot tools by default, so they run immediately without asking for approval. Make confirmation your responsibility by building it into your prompt:

Search for the contact first. Show me what you find, then ask if I want to proceed with logging the note and creating the follow-up task.

This gives you a chance to review the contact record and adjust the follow-up details before anything gets written to HubSpot.

What does a full follow-up look like?

Complete example for logging a sales call follow-up:

Search HubSpot for contact with email sarah@techcorp.com. Show me their record.

Agent finds the contact and shows ID 12345

Create a note for the call on September 14th at 2:30 PM: "Discussed Q4 budget and implementation timeline. Sending proposal next week." Associate with contact ID 12345.

Create a task "Send pricing proposal to Sarah" due September 17th at 10 AM. Associate with the same contact and assign to me.

The note appears at 2:30 PM on September 14th in the timeline. The follow-up task is due at 10 AM on September 17th.

FAQ

Can I log calls as HubSpot call records instead of notes?

HubSpot has a calls API for creating call records, but ClawLink's HubSpot tools cannot create call records. Call summaries are logged as notes with timestamps. Follow-ups are separate tasks.

What if the contact doesn't exist in HubSpot?

Stop and ask before creating anything. HubSpot automatically deduplicates contacts by email address, so a typo creates a genuine duplicate rather than finding the existing record. Verify the email address and create the contact first if needed.

Do I need to provide association type IDs?

No. You name the contact and the agent builds the association.

Can I set task reminders?

Yes. Ask the agent to set a reminder for the task. This is separate from the due date.

What happens if I don't specify when the call happened or when the task is due?

Notes and tasks both require timestamps. Without them, the HubSpot API returns an error. Notes use the timestamp for timeline positioning; tasks use it as the due date.

Can I associate notes and tasks with companies or deals instead of contacts?

Yes. Search for companies using hubspot_search_companies or deals using hubspot_search_deals first to get the correct ID, then use that instead of the contact ID.