Send collected leads to HubSpot

This step-by-step guide covers how to configure the new lead event and map key lead details like name, email, and company directly into your HubSpot CRM.

Step 1: Set Up Lead Capture in CustomGPT

  1. Click on your agent
  1. Go to Actions
  1. Turn on Lead Capture by clicking the toggle

Step 2: Create Your Zap (Trigger)

  1. Click on Trigger
  1. Search for CustomGPT and select it
  1. Choose your trigger event from the dropdown menu
  1. Sign in to your CustomGPT.ai account using OAuth.
  1. On the CustomGPT.ai authorization screen, click Authorize
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Note: Legacy connection: Connections you made earlier with an API key keep working. New connections use this sign-in.

  1. Select your agent name from the dropdown, then click Continue
  1. Click Test trigger to make sure everything works
  1. Click Continue with selected record

Step 3: Connect to HubSpot (Action)

  1. Search for HubSpot and select it
  1. From the Action event dropdown, select Create or Update Contact
  1. Sign in to your HubSpot account
  1. Choose your HubSpot account and click Connect app
  1. Click Continue
  1. Fill in the required fields (like email, name, etc.), then click Continue
  1. Click Test step to make sure it works
  1. Click Publish

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