Send leads to your CRM

In sales, timing is everything. With MagicBlocks, you can make sure that every qualified lead captured by your AI Agent gets sent to the right place at the right time, automatically. Whether you're collecting emails, phone numbers, or custom data like budgets and preferences, the Lead Handover feature ensures you never miss a hot lead.

You can deliver this information via:

Email – to your sales or marketing team

Webhooks – for integrations with tools like Zapier or custom apps

HighLevel CRM – to continue nurturing and automating follow-up

HubSpot CRM – for deal creation, pipeline management, and automation

Let’s walk through how to configure it.

🛠 Step-by-Step Guide to Setting Up Lead Handover

Step 1: Open Lead Handover Settings

Go to the Agents section in your MagicBlocks dashboard.

Select the Agent you want to configure.

In the Agent Settings panel on the left, click Lead Handover.

This will open up all available options for delivering lead data to your preferred systems.

Step 2: Choose When to Send the Lead

In the “Select event to send lead” dropdown, choose the moment when the Agent should pass on lead data. You have two options:

Session End – sends the lead at the end of every conversation.

Goal – only sends the lead when a specific condition is met (e.g., when a user books a call or submits their email).

🧠 Pro Tip: Use “Goal” if you only want to hand over qualified or contactable leads.

✉️ Send Leads via Email

Step 3: Enable Email Delivery

Click on Email Setting.

Toggle ON the option to Activate lead delivery.

This enables lead delivery to one or multiple email addresses.

Step 4: Configure Your Email

Recipient Email Address: Add any address you want to notify, like your sales inbox (sales@company.com).

Subject Line: Use a clear, specific subject like New Lead from MagicBlocks

Email Body Message: Craft a message that includes all key data using dynamic snippets, like: A new lead has arrived from your website, then mention their important details.

🌐 Send Leads via Webhook

Step 5: Activate Webhook Delivery

Click on Webhook Setting

Toggle ON Activate lead delivery

Step 6: Enter Webhook Info

Webhook URL: Paste the endpoint where you want to send lead data (e.g., Zapier webhook, internal API).

Field Mapping: Map each key fact (e.g., user.name, key_fact.course) to your receiving system’s expected format.

🚀 Integrate with HighLevel CRM

Step 7: Connect to HighLevel

Click HighLevel

Select your HighLevel account or connect a new one

Step 8: Map Data Fields

Link MagicBlocks fields (name, phone, email, timeline, etc.) with HighLevel fields

This ensures data lands in the right place inside your CRM flow

More on integration with HighLevel: Lead Handover: How to Integrate with HighLevel CRM

📈 Integrate with HubSpot CRM

Step 9: Connect to HubSpot

Click HubSpot

Select or connect your HubSpot account

Step 10: Customize Deal Creation

Define a deal name dynamically using data like:  
MagicBlocks Lead – {{user.name}}

Choose the Pipeline and Deal Stage where the new lead should be placed

More on integration with HubSpot: Lead Handover: How to Integrate with HubSpot CRM

✅ Step 11: Save and Test Your Setup

Once everything is configured:

Click Save at the top right

Run a test session using your AI Agent

Check if the lead is delivered correctly (email, webhook, CRM)

Make sure your fields and snippets are mapped cleanly

🎉 That’s It! Your Lead Handover is Set

With MagicBlocks' Lead Handover setup, you now have an AI Agent that doesn't just engage visitors, it sends qualified leads straight to your team, seamlessly.

You’ll never lose a potential customer due to delayed follow-up or missed notifications again.