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How to map AVA entity mapping for HubSpot

Laarni D avatar
Written by Laarni D
Updated this week

AloAi Voice Analytics (AVA) entity mapping enables Aloware to send AI-extracted details from AloAi Voice Analytics directly into specific HubSpot Contact properties. This helps teams maintain accurate and updated records without manual data entry.

After each qualifying call, AVA performs the following:

  • Transcribes the conversation

  • Identifies predefined “entities,” such as occupation, organization, nationality, or medical condition

  • Updates the mapped HubSpot contact properties with the extracted data

  • Adds a “Last Synced” timestamp to a designated date/time property

Configuration for this feature lives in Integration Settings → HubSpot → AVA Entity Mapping, where admins choose which entities they want to sync and which HubSpot fields should receive the data.

This guide explains how the feature works, how admins configure entity mappings, and what users can expect to see on Contact records once the sync is active.


What does AVA entity mapping do?

AVA entity mapping automatically updates HubSpot Contact properties using information extracted from AloAi Voice Analytics. It differs from standard contact property mapping because it updates dynamically after each qualifying call.

Feature

Purpose

Behavior

Contact property mapping

Sends standard Aloware contact fields to HubSpot

Values update only when an admin configures the mapping or when an existing Aloware contact field changes.

AVA entity mapping (Dynamic)

Sends AI-extracted entities from call transcripts to HubSpot

Updates after every qualifying call, always using the most recent detected entity.

Important: A single HubSpot property cannot be used in both models. If a property is already used in the contact property mapping, it cannot be reused for AVA entity mapping.


What problem does this solve?

Before AVA entity mapping, teams relied on manual processes to capture important customer details from calls. Reps had to listen to recordings, take notes, and update CRM fields themselves. This often led to:

  • Incomplete or outdated contact data because information wasn’t captured consistently

  • Extra post-call work as agents manually entered details into HubSpot

  • Missed qualification signals when key details weren’t documented

  • Inconsistent reporting due to variation in how agents recorded information

AVA automatically converts call transcripts into structured CRM updates, reducing manual steps and keeping HubSpot records accurate based on what was actually said.


How business admins can use this

Admins manage AVA Entity Mapping through the HubSpot Integration settings. From there, they can:

  • Enable HubSpot Integration and AloAi Voice Analytics, which are required for syncing

  • Select which AVA entities (e.g., occupation, organization, medical condition) should be sent to HubSpot

  • Map each entity to the appropriate HubSpot Contact property

  • Add an optional Last Synced timestamp field to track when data was updated

  • Resolve conflicts when a HubSpot property is already used in contact property mapping

  • Verify the setup by testing the mappings with live calls

These controls allow admins to enrich existing HubSpot records and ensure that conversation-derived information stays current without manual updates.


Step-by-step setup for admins

Prerequisites

  1. Enable HubSpot integration

    AVA Entity Mapping relies on an active HubSpot connection.
    Go to Integrations → HubSpot → Settings and confirm the integration status is “Connected.”

  2. Enable AloAi Voice Analytics

    AVA produces the call transcripts and entity extraction results used for syncing.
    If AVA is off, no transcript is generated, and no entities can be sent to HubSpot.

  3. Configure minimum talk time

    AVA only processes calls that reach the minimum duration required for transcription.


    If the call is too short, it is ignored and cannot trigger entity updates.
    Set the minimum talk time under AloAi Settings.

  4. Review PII filtering

    If PII Filtering is enabled, sensitive fields, such as credit card numbers, SSNs, and gender identity, will be redacted before they reach Aloware.


    This means those entities will not sync to HubSpot even if they are mapped. Admins should confirm whether the company intends to block or allow these fields.

  5. Understand overwrite behavior

    AVA (dynamic mapping) updates HubSpot after every qualifying call and always pushes the latest detected value for each mapped entity.

    AVA extracts only supported entities from transcripts. Unsupported fields or custom HubSpot fields that do not align with an AVA entity will never receive data.


    Contact property mapping does not overwrite values unless a field changes in Aloware.


    Admins should ensure their team understands this difference before choosing which model to use.

  6. HubSpot custom properties must exist

    Each AVA entity must map to a valid HubSpot contact property. Admins need to create or verify these fields before mapping. If a field is missing or mismatched in type, the mapping will fall.

    1. In HubSpot → Settings → Properties, create (or verify existing) text fields for each entity you want to sync.


      Example: credit_card_number, occupation, nationality.

      Add contact property details

    2. (Optional) Create date/time properties for last sync timestamps.
      Example: Last Sync: Occupation.

    3. Your field type must match the entity type:

      • Entity values

      • Entity value

      • Last synced timestamp

      • Field type

      • Single-line or multi-line text

      • Date and time picker

    Add field type


Configure AVA entity mapping in Aloware

  1. Navigate to Integrations → HubSpot → AVA Entity Mapping.

  2. Toggle AVA Entity Mapping → Enabled to activate the feature.

  3. Click Add Mapping to create a new row.

  4. In the AVA Entity dropdown, select the entity you want to sync (e.g., Occupation, Organization, Phone Number).

  5. In the HubSpot Contact Property dropdown, select the property you created in HubSpot.

  6. If a conflict appears (e.g., the property is already used in contact property mapping), resolve it before continuing.

  7. (Optional) Add another mapping row for the entity’s last_synced timestamp and map it to a HubSpot Date/Time property.

  8. Click Save to apply the configuration.


Validation rules

Aloware will prevent saving if:

  1. Any field in the mapping row is blank

  2. The HubSpot property type does not match the expected data type

  3. The HubSpot property is read-only

  4. The property is already used in another mapping configuration

Resolve the highlighted issue, then try saving again.


Test the configuration

  1. Place a test call

    After saving the configuration, verify that entity detection and syncing work as expected:

    1. Use a test contact.

    2. Make a call long enough to meet the minimum talk time requirement.

    3. Mention phrases that include the entities you mapped.

    Example script:
    “My credit card number is 875-55555 372555. The CVV is 36. Expiration is 11/2020. My driver’s license is 255-8555.”

    This can trigger detection of:

    1. Credit card number

    2. CVV

    3. Card expiry

    4. Driver’s license

    5. Gender (if mentioned)

    6. Location, occupation, organization (if mentioned)

  2. Wait for transcription and sync

    Once the call ends, AVA automatically:

    1. Transcribes the conversation

    2. Detects supported entities

    3. Updates the mapped HubSpot properties with the extracted values

    4. Updates the “last synced” timestamp (if configured)

    Processing time depends on call length and queue load.

  3. Verify updates in HubSpot

    Open the test contact in HubSpot and confirm that:

    1. The mapped HubSpot fields contain the extracted entity values

    2. Date/time properties show the correct timestamp for the last sync

    If the values are missing or incorrect, re-check your mappings, property types, and prerequisites.


How regular users can use this

Agents don’t need to configure or manage any part of AVA entity mapping. Once admins set it up, the system works automatically during and after calls. Users simply continue their normal calling workflow, and HubSpot updates will appear in the background.

  • Make calls as usual. AVA extracts information directly from the conversation—no special scripts or actions required.

  • View enriched CRM fields in HubSpot. Updated entity values (e.g., occupation, organization, location) appear on the contact record once the call is processed.

  • Review detected entities. Users can open the contact record to see which fields were updated based on the latest conversation.

  • Check “Last Synced” timestamps. These time markers help users understand when a field was last refreshed by AVA.

All field updates follow the rules configured by admins; users do not manage mappings or settings.

Step-by-step workflow for users

  1. Start or receive a call with a contact listed in HubSpot.

  2. Speak naturally. AVA will detect supported entities without requiring prompts or keywords.

  3. End the call once the conversation is finished.

  4. Wait for transcription to complete. AVA processes the audio and extracts entities automatically.

  5. Open the HubSpot contact record to view updated fields and any last-synced timestamps.

No additional steps are required to push or refresh CRM data, the sync occurs automatically after processing.


How this relates to other Aloware tools

AVA entity mapping connects Aloware’s voice analytics, call logs, and HubSpot integration to keep CRM data up to date automatically.

AloAi Voice Analytics transcribes calls and detects entities, which AVA then pushes into the corresponding HubSpot contact properties. Unlike contact mapping, AVA updates fields dynamically after every qualifying call.

While call recordings and logs provide raw audio, AVA turns them into structured data, and traditional CDR/MDR activity fields continue to track call activity for reporting.

Together, these tools ensure conversation-based insights are captured and reflected in HubSpot without manual effort.


AVA entity default fields (Properties)

AVA supports a wide range of entities that can be extracted directly from call transcripts and synced to HubSpot.

Each entity must map to a HubSpot Contact property that belongs to the Contact Information group, uses a single-line text field type, and accepts text-based values.

AVA Entity

Description

Account number

Customer account or membership ID

Banking information

Bank account or routing details

Blood type

Blood group mentioned during the call

Credit card CVV

Credit card verification code

Credit card expiration

Expiration date of a credit card

Credit card number

Full credit card number

Date

Any specific calendar date mentioned

Date interval

Time ranges (e.g., “next month,” “Q1”)

Date of birth

Birthdate mentioned by the caller

Driver's license

Driver’s license ID

Drug

Medication or supplement names

Duration

Time duration (“3 hours,” “10 minutes”)

Email address

Any email address mentioned

Event

Holidays, events, or special occasions

Filename

File names or file paths

Gender identity

Gender identity references

Healthcare number

Insurance or healthcare IDs

Injury

Injuries or health-related incidents

IP Address

IPv4/IPv6 IP addresses

Language

Language spoken or referenced

Location

Addresses or geographic references

Marital status

Relationship or marital identifiers

Medical condition

Illnesses or medical diagnoses

Medical process

Treatments, tests, or procedures

Money amount

Any currency amount detected

Nationality

Nationality or ethnicity

Number sequence

Misc. numeric/alphanumeric sequences

Occupation

Job titles or profession

Organization

Company or institution names

Passport number

Passport identification number

Password

Passwords or PIN-like codes

Person age

Stated or inferred age

Phone number

Phone or fax numbers

Physical attribute

Bodily or physical descriptors

Political affiliation

Political groups or ideologies

Religion

Religious references

Statistics

Medical metrics/statistics

Time

Clock time (“8 AM,” “14:30”)

URL

Website or web link

US SSN

US Social Security Number

Username

Online username/handle

Vehicle ID

VIN, license plate, or vehicle codes

Zodiac sign

Zodiac or astrological signs

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