Floe for HubSpot.
Floe logs qualifying demos and website conversations in HubSpot as a note on the prospect's contact, once their email is one your contact policy accepts, with what they asked, what they saw and their lead score.
Works with: Website agent, Demo agent.
Last updated
What does Floe do in HubSpot?
Finds or creates the contact.
Floe finds the prospect's contact by email, or creates one with their name, company and job title.
Writes the conversation as a note.
A note on the contact holds the conversation's summary, the features they were shown, their questions, objections and buying signals, the qualification answers and the lead score.
Opens a deal, if you want one.
Turn on deals and a conversation written to HubSpot also opens a deal linked to the contact. Deals are off by default, because your scheduling tool may already create them.
Tells the owner.
With your AE recap email and contact sync on, the lead's owner in HubSpot gets their own copy of the recap by email, when their address is on your company's domain.
What lands in HubSpot?
Qualifying demos and website conversations from prospects whose email your contact policy accepts. By default that is an email the prospect confirmed.
- A contact, found or created by email, with name, company and job title when Floe creates it.
- A note on the contact: the summary, features shown, questions, objections, pain points, buying signals, qualification answers and lead score.
- Where the lead came from: the campaign, the referring site and the page they landed on.
- A deal linked to the contact, when you turn deals on.
How do you connect HubSpot?
Connect.
On Site → Integrations, choose Connect on the CRM card's HubSpot row.
Approve in HubSpot.
Sign in to HubSpot and approve Floe's access.
Choose what to write.
Choose whether to write notes, deals or both, and which contacts may reach HubSpot.
What applies.
Confirmed contacts by default.
By default a contact is written once the prospect confirms their email, for example by opening Schedule a follow-up from their recap. You can choose to write the email as stated, with a daily limit; ask us if you need more.
Custom fields, with us.
Mapping recap details to your own HubSpot properties, and setting a deal's stage or amount, is set up with us.
No duplicate notes.
Each contact is written once per conversation. A later confirmation doesn't add a second note.
You can check each write.
Every write shows in Floe's delivery log, with the reason when HubSpot refused one.
Who connects it.
Owners and admins connect HubSpot. You can grant only what your own HubSpot access allows.
Questions. Ask Floe.
Does every visitor become a HubSpot contact?
Will Floe overwrite our CRM data?
Does Floe create deals?
What about visitors who aren't a fit?
Does deleting a lead in Floe remove it from HubSpot?
Works with the rest of your stack.
CRM
Salesforce
Qualifying conversations as tasks on the prospect's contact, with an optional opportunity.
Team alerts
Slack
A recap of every qualifying conversation in the channel you choose.
Team alerts
Microsoft Teams
A recap card for every qualifying conversation in your Teams channel.
Booking
Calendly and Cal.com
Your Calendly or Cal.com page, opened inside the conversation.
Analytics
Factors
Agent conversations and demos as events in your Factors account.
Support hand-off
Periskope
WhatsApp tickets for your team when a support user needs a person.
AI tools
AI tools (MCP)
Ask Claude, ChatGPT or Cursor about your demos and edit your agent.
Your qualified conversations, already in HubSpot.
Talk to us about connecting HubSpot to your site's agent.