Your HubSpot, powered by AI intake
Lexidesk syncs contacts and conversation notes into HubSpot after every call, adds contacts to the right lists, and creates deals for qualified leads. 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 with your field mapping, a note added, lists updated, and a deal created when your conditions match.
Setup in minutes
Connect once, then every conversation syncs automatically.
How to connect
- 1Click "Connect HubSpot" in your Lexidesk dashboard
- 2Authorize Lexidesk in HubSpot (contacts, lists, and deals)
- 3Choose which conversations to sync, then set up your field mappings, list rules, and deal rules
What appears in HubSpot
- Contact
- Matched by email or phone, updated if found, created if new. Your field mapping controls which conversation fields fill which HubSpot properties.
- Timeline Note
- Added to the contact with conversation summary, lead qualification (yes/no with reason), priority score, and a link to the full transcript.
- List Membership
- The contact is added to the HubSpot lists you choose, only when your conditions match, for example qualified leads above a priority threshold.
- Deal
- Created in your chosen pipeline and stage when the contact has no open deal there; otherwise the note is attached to the existing open deal.
What this means for your firm
Keep using HubSpot exactly as you do today. Lexidesk just makes it better.
Contacts synced, mapped your way
Choose which conversation fields fill which HubSpot properties, and whether values replace existing data or only fill empty fields.
Rich notes on every contact
Call summary, lead qualification, priority score, and transcript link, all in HubSpot.
Contacts added to the right lists
Set conditions on qualification, priority, or any conversation field, and matching contacts join your HubSpot lists automatically.
Deals created for qualified leads
A deal is created in your chosen pipeline and stage, or the note is added to the existing open deal. No duplicates.
HubSpot CRM for law firm intake, kept up to date by AI
Lexidesk is an AI receptionist and client intake platform for law firms that connects natively with HubSpot CRM. Every phone call and website chat is answered 24/7, qualified with practice-area-aware questioning, and synced into HubSpot as a contact with a structured note. Your intake team works from complete, current records instead of voicemails and missed calls.
The integration goes beyond contact syncing. Map any Lexidesk conversation field, such as case summary, lead qualification, priority score, or preferred language, to the HubSpot contact property of your choice, and control whether values are replaced or only filled when empty. Add contacts to HubSpot lists automatically based on conditions you define, and create deals in the right pipeline and stage for qualified leads, without duplicating open deals.
Whether your firm handles personal injury, immigration, family, employment, or estate planning enquiries, Lexidesk keeps HubSpot the single source of truth for your lead pipeline, from first call to booked consultation.
See Lexidesk work with your HubSpot
Book a 30-minute demo. We'll show you contacts, notes, lists, and deals flowing into HubSpot, live.