Handhold syncs leads captured by your agents into HubSpot. When a visitor finishes a session and one of your automations matches, Handhold creates or updates a contact with the fields you mapped and logs a meeting on the contact's timeline with the full session transcript and a link back to the session. Contacts are matched by email, so existing contacts are updated instead of duplicated. Handhold only writes to the properties you've mapped.

Requirements

• A Handhold workspace on a Starter or Core plan
• A HubSpot account with permission to install apps
• Handhold asks for three HubSpot permissions: create and update contacts, read your contact property definitions (to offer them in the mapping dropdown), and manage its own connection.

Install the app

1. In Handhold, open Data & connections → Connections and select HubSpot.

   

   The Connections page in Handhold with HubSpot in the list

2. Click Connect. You'll be taken to HubSpot to sign in, choose your account, review the requested permissions, and grant access.

3. You'll land back in Handhold with the connection marked Connected.

   

   The HubSpot connection page in Handhold after granting access

Configure the app

1. Tell your agent what to collect. Open your agent's Data to Collect tab and define the fields — for example email, company website, or team size.

   

   Defining the data fields an agent collects during sessions

2. Create an automation. Open Data & connections → Automations and add one — for example, create a HubSpot contact whenever a visitor shares their email.

   

   The automations list with a HubSpot contact automation

3. Map your fields to HubSpot contact properties. The property list is read live from your HubSpot account, so anything you see in HubSpot is available here.

   

   Mapping collected fields to HubSpot contact properties

Use the app

From here everything is automatic. Visitors talk to your agent on your site, and the collected answers appear under Visitors.

Visitor sessions with their collected fields

When a session matches your automation, the contact shows up in HubSpot with the mapped properties filled in.

A contact created in HubSpot from a Handhold session

A meeting is logged on the contact's timeline with the full session transcript and a link back to the session in Handhold, so your existing HubSpot workflows and automations pick the lead up from there.

The session logged as a meeting on the HubSpot contact timeline