CRM sync without the copy-paste
Create or update contacts from call intake, attach a clean summary, and optionally open a deal when a lead is qualified.
Tip: Start simple. Get value with one destination, then add more workflows over time.
What you can do
Practical outcomes that save time and stop leads from slipping through the cracks.
Upsert contacts from captured lead fields
Attach call notes and intake details
Optionally create a deal for qualified leads
Keep your pipeline current without retyping
Popular recipes
Real-world setups that map cleanly to how teams actually work.
Lead → contact → deal
- Trigger: Lead captured
- Action: Create/update contact and open a deal for follow-up
- Result: Pipeline stays clean and actionable
After-hours lead capture
- Trigger: New lead after hours
- Action: Create the contact and tag the urgency
- Result: Morning follow-up starts with context
Intake notes as CRM history
- Trigger: Call completed
- Action: Attach a short summary + key fields
- Result: Anyone on the team can pick up the thread
Setup
Connect in ~2 minutes
- 1Connect HubSpot
- 2Choose what you want to sync (contacts and optional deals)
- 3Send a test lead to verify mapping
What data is included
Just the fields your team needs to act.
- Name, email, phone (when provided)
- Reason for the call + intake fields
- Short call summary
- Optional urgency tags
Security + control
Designed to be careful and configurable.
- Secure OAuth connection (revoke any time)
- Sync only the fields you choose to collect
- Use webhooks/Zapier for custom field mapping
FAQ
Short answers to the common setup questions.
Will it create duplicates?
It can match by email when available and update the existing record.
Can I map custom properties?
For custom fields, use webhooks/Zapier/Make to map any field to any property.
Do I need an admin?
You’ll need permission to connect HubSpot during setup.
What gets synced?
Core contact fields plus a short summary and the intake fields you collect.
Want this wired into your workflow?
Tell us where you want summaries, leads, and bookings to land. We’ll help you set it up fast.
Prefer to explore? See all integrations or learn about features.