Integrate Clerx's AI-powered intake with HubSpot's all-in-one CRM to capture, nurture, and convert leads with a seamless end-to-end client acquisition workflow.
Connect intelligent intake automation with HubSpot's powerful marketing, sales, and service tools to maximize client engagement and revenue growth.
Try it now - 7-day free trial. No commitment.
Client calls
your business
Clerx AI receptionist
answers instantly and
gathers intake details
Lead is qualified,
urgency assessed,
next steps determined
Call summary and intake data logged in HubSpot
Clerx automatically creates and enriches HubSpot contacts with detailed intake data, call summaries, and qualification scores from every conversation.
Qualified leads are automatically added to your HubSpot deal pipeline with estimated values and lifecycle stages based on Clerx intake outcomes.
Trigger targeted HubSpot email sequences, workflows, and nurture campaigns based on Clerx conversation outcomes and client profiles.
Every Clerx interaction, call recording, and intake note appears on the HubSpot contact timeline for complete visibility across your team.
Discover how Clerx + HubSpot can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
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