Lexidesk + HubSpot: AI Intake Integration for Law Firms

Lexidesk connects with HubSpot so law firms can automatically capture, qualify, and sync new client inquiries into their CRM. After each call or web chat, Lexidesk creates or updates the right HubSpot contact and adds a detailed note with the conversation summary, qualification result, priority, and a link to the transcript.

For firms using HubSpot as their CRM, this removes manual data entry and helps keep the pipeline complete.

The integration also supports contact field mapping, so you decide which conversation fields fill which HubSpot properties, and can automatically add contacts to HubSpot lists and create deals for qualified leads.

What the Lexidesk HubSpot integration does

Lexidesk is an AI intake layer for law firms. It answers phone calls and web chats, gathers structured intake information, and syncs that information into HubSpot automatically.

With the integration enabled, your firm can:

• Create new HubSpot contacts automatically from inbound calls and chats
• Update existing contacts when Lexidesk finds a match by phone or email
• Add a structured timeline note to the contact record
• Surface lead qualification and priority for faster follow-up
• Map conversation fields to the HubSpot contact properties you choose
• Add contacts to HubSpot lists based on conditions you define
• Create deals in the right pipeline and stage for qualified leads
• Keep using HubSpot exactly as you do today, with richer intake data added automatically

Why law firms connect Lexidesk to HubSpot

With Lexidesk + HubSpot, your team gets:

Real-time contact syncing

Every new inquiry can become a HubSpot contact automatically, while existing contacts can be updated instead of duplicated.

Better intake visibility

Each synced conversation includes a concise case summary, qualification status, priority, and transcript access.

A cleaner CRM workflow

Your intake or sales team can review and act inside HubSpot without manually copying notes from calls or chats.

How the HubSpot integration works

Lexidesk syncs structured conversation data from your intake channels into HubSpot in three steps.

Step 1: A prospect calls or chats with your firm

A potential client contacts your firm by phone or website chat. Lexidesk AI handles the first interaction, asks intake questions, and gathers the key details your team needs.

Step 2: Lexidesk structures the intake data

After the conversation, Lexidesk extracts the relevant details and prepares them for CRM sync. This can include contact details, a short case summary, whether the lead qualifies, and how urgent or high-priority the inquiry appears.

Step 3: HubSpot is updated automatically

Lexidesk then syncs the result into HubSpot. If a matching contact exists, Lexidesk updates that record. If no match is found, Lexidesk creates a new contact. A note is added to the contact timeline with the intake summary and related metadata.

What appears in HubSpot

Contact record

Lexidesk matches contacts using available identifiers such as email address or phone number. If the person already exists in HubSpot, that contact can be updated. If not, a new contact is created.

This helps reduce duplicate records and keeps your CRM cleaner.

Timeline note

Each synced conversation adds a note to the contact timeline. That note can include:

• Conversation summary
• Lead qualification result
• Qualification reason
• Priority score
• Link to the full transcript

Mapped contact properties

You choose which Lexidesk conversation fields fill which HubSpot contact properties, for example case summary, lead priority, or preferred language. For each mapping you also control what happens when the property already has a value: replace it, keep the existing value, or keep the highest number for scores like lead priority.

List membership

Lexidesk can add the synced contact to one or more HubSpot lists. Conditions based on qualification status, priority, urgency, or any other conversation field control which contacts are added. Existing list members are never removed.

Deal

Lexidesk can create a deal in the HubSpot pipeline and stage you choose. If the contact already has an open deal in that pipeline, the conversation note is added to it instead, so no duplicate deals are created. Conditions control when a deal is created, for example only for qualified leads above a certain priority.

How to install the Lexidesk HubSpot integration

Step 1: Log in to Lexidesk

Log in to your Lexidesk dashboard and navigate to:

Agents → Configure → Integrations

Step 2: Choose which conversations to sync

Before connecting HubSpot, choose which conversations Lexidesk should sync.

Available options:

• New leads only
• Existing clients only
• Both leads and clients

This setting controls which conversations are sent to HubSpot after the integration is connected.

Step 3: Click “Save & Connect”

Once your sync preference is selected, click Save & Connect.

You will be redirected to HubSpot to authorize the integration.

Step 4: Select the HubSpot account

Choose the HubSpot account you want Lexidesk to connect to.

Step 5: Approve the requested permissions

HubSpot will display the permissions requested by Lexidesk. Review the scopes and click Connect app.

Step 6: Return to Lexidesk

After approval, you will be redirected back to Lexidesk. The integration should now show as connected.

How to use the integration

After setup, the Lexidesk HubSpot integration runs automatically.

Every time someone calls or chats with your firm:

1. Lexidesk handles the intake conversation
2. The conversation is structured into CRM-ready data
3. HubSpot is updated automatically
4. Your team can review the contact and note in HubSpot

No manual sync is required.

How to disconnect HubSpot from Lexidesk

If you disconnect HubSpot from Lexidesk, new conversations will no longer sync to HubSpot. Existing contacts and existing notes in HubSpot will remain there.

To disconnect:

1. Log in to Lexidesk
2. Go to Agents → Configure → Integrations
3. Open HubSpot
4. Click Disconnect
5. Confirm the action

How to uninstall the app from HubSpot

You can also remove the integration from the HubSpot side.

Go to:

Settings → Integrations → Connected Apps → Lexidesk → Uninstall

Data consequences of disconnecting or uninstalling

If the HubSpot integration is disconnected or uninstalled:

• New Lexidesk conversations will stop syncing to HubSpot
• Existing HubSpot contacts remain in HubSpot
• Existing Lexidesk notes already added to HubSpot remain in HubSpot
• Reconnecting the integration resumes future syncing