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3. Your first playbook | Lead capture & Fieldmapping in HubSpot

Setting up processes to capture and propagate HubSpot contacts

Last updated on November 13, 2025
 

Setting Up AI Lead Qualification in HubSpot

1. Creating a Playbook for Lead Qualification

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  • Start by creating a playbook for lead qualification.
  • Importance of conversation starters: This phrase will initiate the conversation. (The AI is smart enough to realize similar phrases)
 

2. Collecting Visitor Information

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  • Decided what information you want to collect
  • Ensure HubSpot integration is to see field-mapping options show up.
 

3. Connect the relevant HubSpot field-mapping

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  • Decide which columns in HubSpot you want to send the captured info.
 

4. Validate and enjoy!

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  • The leads will be sent to the contacts CRM in HubSpot.
  • Explanation of lead status:
    • 'Re-engaged': Lead already existed in CRM.
    • 'Fresh': New lead created for the first time.
    • 'Empty': Lead not from the Expertise AI agent.
 
Getting Started with Playbooks