---
title: "CRMs"
url: "https://help.magicblocks.ai/en/article/introduction-to-sending-leads-to-other-systems"
language: "en"
last_updated: "2026-03-18T08:38:06.147Z"
---

# CRMs

MagicBlocks integrates seamlessly with HighLevel and HubSpot to deliver qualified contacts — along with rich conversation context — directly into your CRM.  
  
Your AI Agent handles the conversations. Your CRM handles the follow-through.

## **HighLevel CRM**

[YouTube video](https://www.youtube.com/embed/tZq1ob_VkeU)

Looking to automate contact capture and deal flow into your HighLevel CRM?

This guide walks you through how to connect MagicBlocks with **HighLevel**, so every qualified contact is instantly delivered without manual work or missed opportunities.

Let your AI Agent work the contacts. Let HighLevel close them.

### Why Connect MagicBlocks to HighLevel?

By integrating MagicBlocks with HighLevel, you can:

-   Auto-send qualified contacts directly to HighLevel 
-   Assign them to the right contact and pipeline 
-   Map important data fields like phone and email 
-   Eliminate contact loss from manual handling

More info on [how to connect MagicBlocks to HighLevel](https://help.magicblocks.ai/en/article/connections)

### Step-by-Step: Connect HighLevel to MagicBlocks

### **Choose when to transfer contact**

Select the moment when the Agent should send contact data. You have two options:

-   **Session End** — sends at the end of every conversation.
-   **Goal** — sends only when a specific Goal is achieved.

Using **Goal** gives you the most control because handover happens only when a user is qualified.

### **Select from Goal**

Choose the specific Goal that should trigger the transfer.  
Your options may include:

-   Session Booked
-   Contact Captured
-   Hook Engaged
-   Human Handover
-   Follow Up Needed
-   Action Pitched
-   Contact Created

For example, if you choose **Follow Up Needed**, the contact is pushed to HighLevel only when the Agent reaches that point in the journey.

### **Min user messages**

Set the minimum number of user messages required before the handover activates.  
This helps prevent accidental or empty submissions.  
Setting it to **1** is usually enough.

### **Delivery method**

Select the HighLevel tab to configure CRM delivery. (Other tabs include Email, HubSpot, and Webhook.)

### **Active toggle**

Turn the HighLevel handover ON.  
If it's off, the rule will never fire even if all conditions are met.

### **Connected HighLevel account**

Pick the HighLevel account you want to send contacts to.  
If none is connected yet, you must connect one first.

### **Fields mapping**

Map your MagicBlocks fields to the corresponding HighLevel fields.

Example:

-   Phone → Phone
-   Email → Email

You can add more fields and map them to custom HighLevel fields as needed. You can choose from the following built-in data fields:

-   **Agent ID**
-   **Channel**
-   **City**
-   **Contact ID**
-   **Country**
-   **Email Address**
-   **First Name**
-   **Middle Name**
-   **Last Name**
-   **Phone**
-   **Is Test**
-   **Inquiry Message**
-   **Last Message**
-   **Session ID**
-   **Summary**
-   **Transcript**

**New:**

-   **Flexible Transcript Mapping:** User can now hand over conversation transcripts by mapping the MagicBlocks “**Transcript**” field directly to Contacts in HighLevel.
-   **Automatic Note Creation:** Any MagicBlocks field mapped to “Note” will now generate individual notes in HighLevel during contact transfer.

On the right side, you’ll see a live **payload preview** showing how your final data will look before being sent.

## **Flow: How to Set Up HighLevel Handover**

### **1\. Open Contact Transfer**

Inside your Agent, open Contact Transfer and create or edit a handover rule.

### **2\. Choose “Goal” as the trigger**

This ensures contacts are only sent when a meaningful event happens.

### **3\. Pick the Goal**

Select the Goal that signals your contact is ready for HighLevel — e.g., Contact Captured, Follow Up Needed, or Session Booked.

### **4\. Set minimum user messages**

Add a buffer so the user must send at least one message.

### **5\. Switch to the HighLevel tab**

Enable the Active toggle.

### **6\. Pick your HighLevel account**

Choose from your connected accounts.

### **7\. Map your fields**

Connect MagicBlocks fields (name, phone, email, service of interest, etc.) to HighLevel fields.

### **8\. Review the payload preview**

Confirm that the sample data matches what you want to send.

### **9\. Save**

Save your configuration to activate it.

### **10\. Test**

Trigger the Goal in a test session and confirm the contact appears in HighLevel.

## **What You Get After Setting It Up**

Your AI Agent will automatically:

-   push qualified contacts into HighLevel
-   include mapped contact details and custom fields
-   trigger follow-up automations instantly
-   eliminate manual data entry
-   ensure sales doesn’t miss high-intent users

It’s a smooth pipeline from conversation → qualification → CRM.

This video will explain the step-by-step process on how to integrate HighLevel to your MagicBlocks AI Agent:

[YouTube video](https://www.youtube.com/embed/Ipo_97cRg5A)

### How to Find Your HighLevel API Key

Your API Key is what connects MagicBlocks to your HighLevel account. Here's where to find it:

**Log into HighLevel**   
→ Visit your workspace at [gohighlevel.com](http://gohighlevel.com/)

**Go to Settings**   
→ Bottom left panel![](https://cdn-assets.productfruits.com/fbc9d6de-4b86-4bed-a223-c7d347efd01b)

Click **Business Profile**

Scroll to the top section labeled **API Key**

**Copy the key**   
→ It starts with eyJ...![](https://cdn-assets.productfruits.com/6bde6043-f63d-4364-8e48-45b90f6ff420)

#### **4\. Paste the API Key into MagicBlocks**

Give your connection a **name** (e.g., "HighLevel Sales")

Paste the API Key

Click **Connect**![](https://cdn-assets.productfruits.com/7c202cd7-8160-4e13-a6c9-d54c0c7ea659)

Once connected, your HighLevel account will show up in the dropdown.

###   
You’re Now Connected to HighLevel!

Now you can toggle on **“Activate”** and continue with deal and data mapping.![](https://cdn-assets.productfruits.com/f3613525-277a-4cfd-a3a3-971d1241ddc5)

### Map Your Fields

MagicBlocks lets you map each captured contact field to its HighLevel equivalent.

Example mapping:

-   **Phone ➡️ Phone**
-   **Email ➡️ Email**
-   Click **\+ Add fields** to include custom fields like Name, Company, Zip Code, etc.

###   
Test the Integration

Click **Test Post** to simulate contact delivery.

On the right, you’ll see a sample **Payload** with mapped data:

Phone: 8174489760

Email: [johndoe@gmail.com](mailto:johndoe@gmail.com)

### All Done!

Your MagicBlocks AI Agent now sends contacts directly into your HighLevel CRM at the exact moment you choose, no extra effort, no copy-pasting.

* * *

## **HubSpot CRM**

Want your contacts to flow straight from your AI Agent into your CRM without lifting a finger?

This step-by-step tutorial shows you how to connect your MagicBlocks AI Agent to **HubSpot**, so you can automatically:

-   Capture contacts 24/7
-   Create and assign deals
-   Sync key data fields
-   Keep your pipeline full and clean

From chat to CRM in seconds. No manual work. No missed follow-ups.

### Why Integrate with HubSpot?

MagicBlocks AI Agents work around the clock. But if you're still relying on spreadsheets or manual exports, you’re bottlenecking your sales.

With HubSpot CRM integration, you can:

-   Auto-deliver qualified contacts from every session  
-   Instantly create deals in the right pipeline  
-   Map custom fields for full contact records  
-   Focus your human reps on closing, while AI handles the heavy lifting

### Step-by-Step: Connect HubSpot to MagicBlocks

### **Choose when to transfer contact**

Decide the moment when the Agent should send data to HubSpot:

-   **Session End** — sends after every conversation
-   **Goal** — sends only when a specific milestone is achieved

Most users choose **Goal** so only qualified contacts get pushed into HubSpot.

### **Select from Goal**

Pick which Goal should trigger deal creation or contact transfer.

Examples include:

-   Session Booked
-   Contact Captured
-   Follow Up Needed
-   Hook Engaged
-   Human Handover
-   Action Pitched
-   Contact Created

Selecting something like **Follow Up Needed** ensures only actionable contacts reach your CRM.

### **Min user messages**

Set the minimum number of messages required before triggering a HubSpot transfer.  
This prevents incomplete or empty handovers.

### **Active toggle**

Turn HubSpot delivery on. If disabled, nothing will be sent even if the Goal is reached.

### **Connected HubSpot account**

Choose which HubSpot account to send contacts to.  
You must connect at least one account beforehand.

### **Deal settings**

HubSpot handover lets you automatically create a deal for every qualified contact.

You’ll configure:

-   **Deal name** — can be dynamic using user data  
    Example:  
    `New Contact – {{user.name}}`
-   **Pipeline** — select the HubSpot sales pipeline
-   **Deal stage** — choose the exact stage where the contact should land

This ensures your deals drop into the right workflow instantly.

### **Fields mapping**

Match MagicBlocks contact fields with HubSpot CRM fields.

Example:

-   Phone → Phone
-   Email → Email

You can map additional fields (e.g., company, service, budget) to match your HubSpot setup.

You can add more fields and map them to custom Hubspot fields as needed. You can choose from the following built-in data fields:

-   **Agent ID**
-   **Channel**
-   **City**
-   **Contact ID**
-   **Country**
-   **Email Address**
-   **First Name**
-   **Middle Name**
-   **Last Name**
-   **Phone**
-   **Is Test**
-   **Inquiry Message**
-   **Last Message**
-   **Session ID**
-   **Summary**
-   **Transcript**

**New:**

-   **Flexible Transcript Mapping:** User can now hand over conversation transcripts by mapping the MagicBlocks “**Transcript**” field directly to Contacts in HubSpot
-   **Automatic Note Creation:** Any MagicBlocks field mapped to “Note” will now generate individual notes in HubSpot during contact transfer.

On the right side, the **payload preview** shows a sample of what HubSpot will receive.

## **Flow: How to Set Up HubSpot Handover**

### **1\. Open Contact Transfer**

Inside your Agent, open the Contact Transfer settings and create or edit a HubSpot rule.

### **2\. Select “Goal”**

This ensures only meaningful contact events trigger HubSpot syncing.

### **3\. Pick the Goal**

Choose the milestone that qualifies a contact (e.g., Contact Captured, Follow Up Needed).

### **4\. Set minimum user messages**

Add protection to avoid empty submissions.

### **5\. Switch to the HubSpot tab**

Enable the Active toggle for HubSpot.

### **6\. Choose your connected HubSpot account**

Select one of your linked CRM accounts.

### **7\. Configure the deal settings**

Set:

-   Deal name (dynamic if desired)
-   Pipeline
-   Deal stage

This determines where the contact lands in your HubSpot pipeline.

### **8\. Map your fields**

Match your MagicBlocks contact fields to HubSpot fields.

### **9\. Review payload preview**

Confirm the data appears correctly for HubSpot.

### **10\. Save**

Activate your rule.

### **11\. Test**

Trigger the selected Goal in a test chat and check HubSpot to ensure the deal and contact are created correctly.

## **What This Unlocks**

Once configured, your AI Agent will automatically:

-   create HubSpot deals for qualified contacts
-   send mapped contact fields
-   place contacts in the correct pipeline and stage
-   power your HubSpot automations instantly
-   ensure fast follow-ups with zero manual effort

It turns your AI Agent into a real-time CRM feeder for your sales team. 

This video will explain the step-by-step process on how to integrate Hubspot to your MagicBlocks AI Agent:

  

### How to Get Your HubSpot Access Token

To connect your HubSpot CRM, you need to create a **Private App** with the right access scopes.

### Follow These Steps:

**Log into your HubSpot account**: [app.hubspot.com](http://app.hubspot.com/)

Go to **Settings** (top right corner)![8](https://export.supademo.com/renders/nd6e7ho2jy/out.png)

Navigate to:    
**Integrations > Private Apps**![9](https://export.supademo.com/renders/edvw58klbu/out.png)

Click **“Create a Private App”**

Name your app (e.g. “MagicBlocks Sync”)![10](https://export.supademo.com/renders/yu4k3nfxm3/out.png)

### Add These Scopes:

> crm.objects.contacts.read – Read contact data    
> crm.objects.contacts.write – Create or update contacts    
> crm.objects.deals.read – Read deal data    
> crm.objects.deals.write – Create or update deals    
> crm.objects.companies.read – Read company data    
> crm.objects.companies.write – Create or update companies    
> crm.objects.line\_items.read – *(Optional)* Read associated product/line item details    
> e-commerce – *(Optional)* Required if you're using HubSpot's e-commerce features

**Pro Tip:** Only include the scopes you actually need. This keeps your integration secure and streamlined.

Click **Create App**![21](https://export.supademo.com/renders/ruddi5777p/out.png)![11](https://export.supademo.com/renders/pzeq5to1ws/out.png)![22](https://export.supademo.com/renders/f1jsud7y8j/out.png)

Copy the **Access Token**![24](https://export.supademo.com/renders/7g9hgumxtq/out.png)

Paste it into MagicBlocks under **Access Token**![23](https://export.supademo.com/renders/v6afyxcsyw/out.png)

Hit **Connect**

### Your HubSpot Account is Now Connected!

From the dropdown, select your connected account. You’re now ready to automate deal creation.

### Enable Auto Deal Creation (Optional but Powerful)

Toggle **“Enable deal creation”** to automatically create deals in HubSpot when a contact is captured.

### Fill out:

-   **Deal name** – e.g. {{user\_email}} MagicBlocks Contact
-   **Pipeline** – Choose the pipeline in your HubSpot CRM
-   **Deal stage** – Pick where you want new deals to land (e.g. “New Contact”)

### Map Your Fields

Match MagicBlocks Contact Fields to HubSpot Fields for accurate data transfer.

> Example mapping:
> 
> **Phone** → **Phone**
> 
> **Email → Email**

Click **\+ Add fields** to include custom fields like Name, Company, Zip Code, etc.

### Test Your Connection

Once your fields are mapped, click **Test Post** to simulate sending a contact.

On the right, check the **Payload** section to confirm correct formatting and values:

✅ Phone → 8174489760

✅ Email → [johndoe@gmail.com](mailto:johndoe@gmail.com)

This video will explain the step-by-step process on how to integrate HighLevel to your MagicBlocks AI Agent:

[YouTube video](https://www.youtube.com/embed/V_RlWL7RbZs)

  

### You’re All Set!

Your MagicBlocks AI Agent is now fully connected to HubSpot CRM.

From now on, qualified contacts will flow directly into your CRM with mapped fields, assigned deals, and zero manual work.