Your HubSpot, powered by AI intake
Lexidesk syncs contacts and detailed conversation notes into HubSpot after every call. Your pipeline stays complete, no manual entry.
How it works
Three steps. Fully automatic. No manual work required.
- Step 1
Prospect calls or chats
Lexidesk AI handles the conversation, qualifies the lead, and captures key details.
- Step 2
AI builds the record
Contact info, case summary, qualification, and priority, all extracted automatically.
- Step 3
HubSpot is updated
Contact created or updated, and a detailed note added to their timeline.
Setup in minutes
Connect once, then every conversation syncs automatically.
How to connect
- 1Click "Connect HubSpot" in your Lexidesk dashboard
- 2Authorize Lexidesk in HubSpot (read and write contacts)
- 3Choose which conversations to sync, new leads, existing clients, or both
What appears in HubSpot
- Contact
- Matched by email or phone, updated if found, created if new. No duplicates.
- Timeline Note
- Added to the contact with conversation summary, lead qualification (yes/no with reason), priority score, and a link to the full transcript.
What this means for your firm
Keep using HubSpot exactly as you do today. Lexidesk just makes it better.
Contacts synced in real time
New contacts are created; existing ones are matched and updated. No duplicates.
Rich notes on every contact
Call summary, lead qualification, priority score, and transcript link, all in HubSpot.
Pipeline stays complete
Your sales team sees every interaction without lifting a finger.
See Lexidesk work with your HubSpot
Book a 30-minute demo. We'll show you contacts and notes flowing into HubSpot, live.