01
Contact creation
Create or update a HubSpot contact with email, first and last name, phone, company, job title and website.
Connect HubSpot
Let customer-facing assistants create or update HubSpot contacts when a lead shares usable identity and contact details.
DMtoLead product view
Current UI
CRM action
Connect HubSpot
Let customer-facing assistants create or update HubSpot contacts when a lead shares usable identity and contact details.
HS
ConnectedHubSpot
Sales portal · OAuth
Contact fields7
DeduplicationEmail
ActionCreate / update
AVAILABLE TO
Customer-facing AI
Qualify leadCollect detailsCreate contactContinue chat
Code-rendered product view based on the current DMtoLead interface. Example data only.
Collect before creating
Email is recommended for deduplication. Ask only for the fields your sales process genuinely needs, then explain what happens next.
What HubSpot adds
02
Lead capture in conversation
The assistant can move from qualification to CRM action without making the customer fill out a separate form.
03
OAuth connection
DMtoLead uses the verified HubSpot OAuth connection and refreshes credentials for the connected workspace.
Connect HubSpot
- 1
Authorize the right portal
Add HubSpot in Training → Knowledge and complete OAuth for the intended HubSpot account.
- 2
Attach it to the sales assistant
Enable HubSpot only on assistants that should create contacts. Define the qualification trigger and minimum fields.
- 3
Describe the post-capture promise
Tell the assistant whether sales will call, email or follow up later. Do not imply an SLA your team has not committed to.
- 4
Test deduplication
Use an email already present in HubSpot and a new email. Confirm the resulting contact behavior before launch.
Test lead capture
A useful test includes buying intent and enough contact detail for a CRM action.
We need automation for three locations. I’m Alex at Northstar, alex@example.com.
CRM hygiene
- Do not create a contact from vague interest without usable identity data.
- Keep consent and outreach rules in the assistant’s instructions.
- Use Pipedrive instead when your operating workflow is built around persons, leads and deals there.
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