Handovers

Handovers (Lead Transfer) allow you to automatically send lead data from MagicBlocks into your preferred systems — such as CRMs (HighLevel, Hubspot), email, or via webhooks (Zapier), based on conversation goals or session end triggers.

Think of it as your AI agent’s way of saying, “Hey, this one’s ready for human follow-up.”

What It Does

Handovers automate the process of pushing qualified or contactable sessions into your external systems when a defined event occurs, for example, when a lead books a meeting or finishes a conversation.

MagicBlocks supports multiple handover types so you can:

• Send different data for each goal (e.g. Meeting booked, Follow-up needed, Lead captured)
• Trigger handovers at session end for all users who meet your criteria
• Route leads via email, HighLevel, HubSpot, or webhook integrations

Example Scenarios

Meeting Booked → Email to Sales
Send the user’s name, contact, and booking details to your sales team.

Follow-up Needed → HighLevel CRM  
Send users details and matched it to the fields in HighLevel 

Session End → Marketing
Forward all captured data from unqualified but contactable sessions to your marketing list.

Why It Matters

Handovers close the loop between conversation and conversion.

They ensure your AI doesn’t just talk — it transfers intent into action.

It’s where automation meets accountability: every captured insight, contact, or intent lands exactly where your team needs it, ready for the next move.

Next Steps

Learn more on Integrations

Managing Leads