Now that you have Lutra and HubSpot connected, let’s dive deeper into managing the core objects in your CRM: Contacts and Companies. In this guide, you’ll learn how to:

Create contacts and companies directly from Lutra.
Search & Update existing records.
Create associations between contacts and companies.
Build a quick Playbook example to streamline repeated tasks.

Creating Contacts & Companies

Why Create from Lutra?

You can seamlessly add new records to HubSpot without switching between multiple tools or windows. If you have data in a spreadsheet or an email thread, Lutra can process that information and create contacts or companies in HubSpot.

Example: Creating a Contact

Gather the Data: Suppose you have a new potential lead:
- Name: Jane Doe
- Email: [email protected]
- Phone: (123) 456-7890

Open Lutra Chat: Type a request like:

Create a new HubSpot contact named "Jane Doe" with the email [email protected] and phone number (123) 456-7890.

Confirmation: Lutra will respond with a summary and confirm the new contact record in HubSpot. Check in HubSpot to verify the new contact was created.

Example: Creating a Company

Basic Data: Let’s say you want to add “Doe Consulting, Inc.” to your CRM.

Prompt in Lutra:

Create a new company in HubSpot called "Doe Consulting, Inc." with the domain doeconsulting.com and the industry "Professional Services".

Check HubSpot: Lutra will return an ID or a success message. Refresh HubSpot to see the new company’s record.

Searching & Updating Records

Searching for Contacts/Companies

Use Lutra to find existing records by their properties—like email, domain, name, or creation date.

Search Example:
```
Search for contacts in HubSpot with the email domain "@acme.com".
```
Lutra can retrieve all matching contacts, listing key fields such as Name, Email, and Company.

Filtering by Date:

Search for companies created in the last 30 days.

Updating Records

You can update standard properties (e.g., Lifecycle Stage, Phone Number) or custom properties you’ve created in HubSpot.

Prompt:

Update the contact "Jane Doe" in HubSpot to set her Lifecycle Stage to "Opportunity".

Check: Lutra confirms whether the update was successful. If you open Jane Doe’s contact record in HubSpot, you’ll see the new Lifecycle Stage value.

Tip: If you need to update multiple fields at once, just list them in your prompt:

Update the contact "Jane Doe" setting her Phone to (555) 111-2222 and her Lead Status to "Open."

Creating Associations

Contacts ↔ Companies

Associations in HubSpot connect related records for better reporting. Lutra can create or retrieve these associations with a simple instruction.

Basic Association:

csharpCopyAssociate the contact "Jane Doe" (ID 12345) with the company "Doe Consulting, Inc." (ID 9999) in HubSpot.

Verifying:
- Lutra provides a confirmation.
- Check Jane Doe’s contact record in HubSpot; under “Associated Companies,” you should see “Doe Consulting, Inc.”

Tip: You can also search for associated object IDs if you don’t have them handy, for example:

rustCopyFetch the associated companies for contact "Jane Doe."

Lutra returns a list of company IDs and names if they exist.

Example: Creating a Mini Playbook

Let’s walk through a quick scenario where you might create a recurring process:

Scenario: You want to add new leads from a CSV file to HubSpot, create contacts and associated companies if needed, and update a custom field.

Upload CSV to Lutra:
- Click the paperclip (📎) in Lutra’s chat to upload your CSV of leads.
- The file might have columns like Name, Email, Phone, Company Name, Company Domain, Industry.