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HubSpot
CRMNative

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.

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Lexidesk
Lexidesk
HubSpot
HubSpot
Contact Created
Note Created
Lead Qualified

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.

Book your discovery call

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