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Why use a Lead Magnet

Use a Lead Magnet when you want visitors who run your public agent to first opt in to communications. This ensures you can follow up and automatically add the user to your CRM (e.g., HubSpot). Common scenarios:
  • Capture newsletter/demo opt-ins before running an assistant
  • Gate premium agents behind a quick consent form
  • Sync new leads directly to HubSpot contacts (optionally create deals)

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How it works (toggle-based)

  1. In Builder settings, turn on Lead Magnet (after connecting HubSpot).
  2. Agent.ai automatically displays a consent UI (email + opt-in) before the run.
  3. On accept, Agent.ai automatically creates/updates the contact in HubSpot.
  4. Your agent then runs as normal.
Notes:
  • No custom prompt or consent form required — it’s built-in.
  • No manual contact creation step — Agent.ai handles that for you.
  • You can still enrich, associate, or update properties later in your workflow if you want.

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Configure your Lead Magnet

  1. Prepare HubSpot
  • Connect HubSpot: HubSpot Setup
  • Confirm write scopes for Contacts
  1. Toggle Lead Magnet on
  • Agent.ai will present the consent UI and collect email automatically
  1. Optional: create a deal or subscription
  • Create a deal associated with the contact
  • Or add them to a specific list or workflow
  1. Proceed to the agent flow
  • After consent and contact sync, your agent executes its steps

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Best practices

  • Keep the opt-in step short (email + one checkbox)
  • Clearly explain value of opting in
  • Set lead_source (e.g., “Agent Magnet”) for reporting
  • Respect user consent; don’t proceed without it
  • Add an audit note via Create Timeline Event

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Troubleshooting

  • Contact not created? Verify OAuth scopes and that Lead Magnet is enabled
  • Unexpected duplicates? Contact creation is automatic; if you add manual creates, ensure you check first
  • Not showing in lists? Confirm internal property names and values

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Visual

Lead Magnet Flow