Overview
For teams that use HubSpot, that’s where customer information belongs. MHS Links AI connects to your HubSpot account through the official API, and leads qualified by the assistant are passed to HubSpot as contact records, along with conversation summaries.
Each record includes contact details, channel, intent score, appointment details, and a conversation summary. The matching HubSpot fields and deal stages are set during setup to fit your structure.
What You Can Do
Qualified Lead Transfer
Leads qualified by the assistant are passed to your HubSpot account, so your team spends its time on the records that really need attention.
Conversation Summary
A summary of the conversation is added to the record, so your sales rep knows what the customer wants before calling them.
Intent Score and Channel
Every record arrives with a hot, warm, or cold score and the channel the lead came from.
Deal Stages
Steps such as appointments and quotes can be reflected in your HubSpot deal stages.
Setup Steps
- 01
Clarify Your Needs with Us
Based on your sales process, we decide which leads are passed to which record type.
- 02
Connect Your HubSpot Account
You grant access on HubSpot’s secure authorization screen, without sharing your password.
- 03
Map the Fields
We define where fields such as contact details, intent score, and summary go in your HubSpot account.
- 04
Test and Go Live
The handoff is checked with sample records, and leads start flowing into your HubSpot account once you approve.
Requirements
- A HubSpot account and permission to create records
- A user with the permissions needed to authorize the integration
- A list of the fields to transfer and your sales stages
Data and Security
- The connection is made through HubSpot’s official API and secure authorization steps; your password is not shared.
- The fields to pass are agreed during setup, and only the information you define is sent to your HubSpot account.
- The assistant answers only from the information you upload. When it doesn’t know something, it doesn’t make things up; it hands the conversation to your team.
For details, see our Privacy Policy.
Which Plans Include It?
This integration is planned as part of your setup, based on your needs. We’ll work out together during setup which plan it’s added to and how.
Write to usFrequently Asked Questions
In most cases, no. The transfer is designed around your existing configuration; if any fields should be added, we review them with you on the setup call.
Yes. Conversations and scores stay in CRM Core, and qualified leads are passed to your HubSpot account. Your team can follow up from whichever system it prefers.
If your HubSpot plan includes workflows, the records passed over and their properties can be used as triggers in them. We plan the fields you need together during setup.