> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Capture to HubSpot

> Automatically create HubSpot contacts from WhatsApp conversations

<Info>
  **Setup Time**: 10 minutes | **Difficulty**: Easy | **HubSpot Plan**: Free+
</Info>

## The Problem

Your sales team chats with prospects on WhatsApp, but contact info never makes it to HubSpot:

* Leads slip through the cracks
* No visibility into pipeline
* Manual data entry wastes time

<Frame caption="WhatsApp conversations not synced to HubSpot">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/lead-capture-problem.png" alt="WhatsApp conversations missing from HubSpot" />
</Frame>

## The Solution

Eazybe automatically creates HubSpot contacts whenever a new WhatsApp conversation starts.

<Frame caption="Automatic contact creation in HubSpot">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/lead-capture-solution.gif" alt="Auto-create HubSpot contact from WhatsApp" />
</Frame>

## Step-by-Step Setup

<Steps>
  <Step title="Open Eazybe Settings">
    In WhatsApp Web, click the **Eazybe icon** → **Settings** → **CRM Integration**

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/eazybe-settings.png" alt="Eazybe settings menu" />
    </Frame>
  </Step>

  <Step title="Enable Auto-Create Contacts">
    Toggle **Auto-create contacts in HubSpot** to ON

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/auto-create-toggle.png" alt="Auto-create contacts toggle" />
    </Frame>
  </Step>

  <Step title="Configure Field Mapping">
    Map WhatsApp data to HubSpot properties:

    | WhatsApp     | HubSpot Property                         |
    | ------------ | ---------------------------------------- |
    | Phone Number | Phone number                             |
    | Profile Name | First name                               |
    | -            | Lead Source = "WhatsApp"                 |
    | -            | Contact owner = Rep who received message |

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/field-mapping-hubspot.png" alt="HubSpot field mapping" />
    </Frame>
  </Step>

  <Step title="Set Default Properties">
    Configure defaults for new contacts:

    * **Lifecycle Stage**: Lead
    * **Lead Status**: New
    * **Lead Source**: WhatsApp

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/default-properties.png" alt="Default HubSpot properties" />
    </Frame>
  </Step>
</Steps>

## Video Walkthrough

<Frame>
  <iframe src="https://www.loom.com/embed/your-hubspot-lead-capture-video" width="100%" height="400" frameborder="0" allowfullscreen />
</Frame>

## What It Looks Like in HubSpot

When a new WhatsApp conversation starts, Eazybe creates a contact:

<Frame caption="New contact created in HubSpot from WhatsApp">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/new-contact-created.png" alt="HubSpot contact from WhatsApp" />
</Frame>

### Contact Record Shows:

* ✅ Phone number (with country code)
* ✅ Name from WhatsApp profile
* ✅ Lead Source = WhatsApp
* ✅ Contact Owner = Rep who received the message
* ✅ Create date = When conversation started

## Handling Existing Contacts

<AccordionGroup>
  <Accordion title="What if the contact already exists?">
    Eazybe matches by phone number. If a contact with that phone already exists in HubSpot:

    * No duplicate is created
    * WhatsApp conversation is linked to existing contact
    * Activity is logged to existing contact's timeline
  </Accordion>

  <Accordion title="What about phone number formats?">
    Eazybe normalizes phone numbers to E.164 format (+919876543210) before matching. This prevents duplicates from format differences.
  </Accordion>

  <Accordion title="Can I disable auto-create for certain reps?">
    Yes. Each team member can configure their own auto-create setting in their Eazybe settings.
  </Accordion>
</AccordionGroup>

## Best Practices

<CardGroup cols={2}>
  <Card title="Use consistent phone format" icon="phone">
    Ensure existing HubSpot contacts use E.164 format for accurate matching
  </Card>

  <Card title="Set meaningful defaults" icon="sliders">
    Configure Lead Source and Lifecycle Stage for easy segmentation
  </Card>

  <Card title="Enable for all reps" icon="users">
    Ensure every team member has auto-create enabled
  </Card>

  <Card title="Combine with Chat Backup" icon="cloud">
    Enable chat backup so conversations are also logged
  </Card>
</CardGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Contacts not being created?">
    1. Verify HubSpot connection is active (Settings → Integrations)
    2. Check auto-create toggle is ON
    3. Ensure you have contact create permissions in HubSpot
    4. Check HubSpot isn't at contact limit
  </Accordion>

  <Accordion title="Duplicate contacts appearing?">
    Phone number format mismatch. Clean up existing contacts to use E.164 format, or use HubSpot's duplicate management tool.
  </Accordion>

  <Accordion title="Wrong contact owner assigned?">
    By default, owner = rep who received the message. To change this, configure default owner in field mapping settings.
  </Accordion>
</AccordionGroup>

## What's Next?

<CardGroup cols={2}>
  <Card title="Chat Backup" icon="cloud-arrow-up" href="/integrations/hubspot/playbooks/chat-backup">
    Log conversations to HubSpot timeline
  </Card>

  <Card title="Workflow Automation" icon="gear" href="/integrations/hubspot/playbooks/workflow-automation">
    Trigger WhatsApp from HubSpot workflows
  </Card>
</CardGroup>