Connect HubSpot
Open Dashboard -> Integrations, choose HubSpot, and authorize the HubSpot portal where Harlo should create or update contacts.
Back to integrations
CRM contacts
HubSpot
Create or update HubSpot contacts from captured Harlo leads so CRM follow-up has the visitor's details and context.
Visitor intent
Lead captured
Harlo action
Create CRM contact
Provider result
HubSpot contact is created or updated
Setup
Configure HubSpot
Enable sales agents
Choose the Harlo agents whose captured leads should enter HubSpot.
Collect email when possible
HubSpot works best when lead capture asks for email. Name, phone, question, and source page add helpful context.
Test with a unique email
Submit a test lead with an email address you can identify, then confirm the HubSpot contact appears or updates.
Configuration
Required fields and decisions
Recommended for reliable CRM matching and contact creation.
Name
Helpful for human follow-up and CRM readability.
Conversation context
Included so your team understands what the visitor asked.
Testing
Verify before launch
1
Capture a lead with a unique test email.
2
Open HubSpot and search for that email address.
3
Confirm contact details and lead context were recorded.
Troubleshooting
Common fixes
Contact is not created
Confirm HubSpot is connected and the agent is enabled for the action.
Contact merged with an existing record
HubSpot may update an existing contact with the same email. Test with a unique email when verifying setup.
Missing fields
Update the agent's lead capture fields so Harlo collects the details your team wants in HubSpot.