Who This Is For
Marketing teams, intake teams, and firm administrators using HubSpot
What the HubSpot Integration Does
The HubSpot integration allows Lawbrokr to push intake data directly into your HubSpot account.
When connected, Lawbrokr:
Creates a new Contact or Lead record in HubSpot
Pushes all intake response data into the Notes field on the record
This ensures your marketing and intake teams can review full intake context inside HubSpot without manual data entry.
How the Integration Works
The integration uses a secure OAuth connection with HubSpot.
The workflow looks like this:
A potential client completes a Lawbrokr intake
Lawbrokr creates a new Contact or Lead in HubSpot
All structured intake responses are written into the Notes section
Teams can immediately review the submission inside HubSpot
Lawbrokr does not overwrite existing records. If a matching Contact already exists, HubSpot’s standard contact handling rules apply based on your account configuration.
Connecting HubSpot to Lawbrokr
To connect HubSpot:
Log in to Lawbrokr
Go to Settings
Select Integrations
Choose HubSpot
Click Add
Authenticate using your HubSpot credentials
Once authenticated, the integration is active.
No additional field mapping is required.
Where Intake Data Appears in HubSpot
After a successful submission:
A Contact or Lead record is created in HubSpot
The full Lawbrokr intake appears in the Notes section
This includes:
Contact information
Answers to all intake questions
Context captured during the workflow
This approach keeps HubSpot data clean while preserving the complete intake narrative.
What This Integration Does Not Do
It is important to understand the scope of the integration.
The HubSpot integration:
Does not automatically create Deals
Does not upload documents
Does not map responses into custom HubSpot properties
Its purpose is to deliver complete intake context into HubSpot quickly and reliably.
Best Practices
Review new Contacts or Leads promptly inside HubSpot
Use the Notes section as the primary intake reference
Pair with Lawbrokr Response Management for qualification decisions
Use HubSpot workflows for downstream follow-up
This setup works best when intake review and CRM workflows are clearly defined.
Common Mistakes
Expecting Deal creation instead of Contact or Lead creation
Looking for intake data in custom properties
Forgetting to test the integration after connecting
Assuming document uploads are supported
Video Walkthrough
You can watch a step by step walkthrough of the HubSpot integration here:
https://youtu.be/4TSGfJTqnr0
This video shows:
How to connect HubSpot to Lawbrokr
Where intake data appears
What a completed submission looks like inside HubSpot
Related Articles
Understanding Integrations in Lawbrokr
Response Management in Lawbrokr
Understanding Workflows in Lawbrokr
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