Mirror Hireflix candidates into HubSpot with AI summary notes

When a candidate finishes a Hireflix video interview, we create or update their HubSpot contact and attach an AI-drafted summary of the interview.

Agentic Task
HireflixHubSpotHR & PeopleSalesData SyncAI ReportsLead Enrichment
PromptCreate

Build an agent workflow that runs whenever a candidate finishes a one-way video interview in Hireflix, mirrors them into HubSpot as a contact, and attaches an AI-drafted summary of the interview as a note on that contact.

Trigger: a Hireflix webhook on the Interview Finished event. Webhooks are configured in the Hireflix admin dashboard under Profile then Webhooks. The webhook payload identifies the finished interview by id.

When the trigger fires, the agent should:

1. Call the Hireflix Fetch Interview Results operation with the interview id from the webhook payload. Pull back the candidate name, email, phone, position title, per-question video answers, transcripts, and any existing scores or recruiter comments. Also grab a current review link (Hireflix review URLs are signed and expire after 14 days, so this must be fetched fresh at run time, not stored).

2. Read the transcripts and draft a concise candidate summary. Format the summary as short labeled bullets, not prose. Cover four sections: Strengths, Concerns, Recommended next step, and a suggested HubSpot lifecycle stage. Suggest 'lead' for weaker fits and 'opportunity' (or a similarly advanced stage) for strong fits, based on transcript quality and any Hireflix scores. Keep the total note body under a few hundred words.

3. Call the HubSpot Batch Upsert Contacts operation keyed on the candidate's email address (idProperty = email). First-time candidates should be created; repeat applicants should be updated in place. Write email, first name, last name, and phone number if present, plus the position title and the interview completion date. Important: never overwrite an existing lifecycle stage that is further along than the agent's suggestion. If the contact already exists at an equal-or-later stage, leave the stage alone. Otherwise write the suggested stage.

4. Call the HubSpot Create Note operation and associate the note to the contact from step 3. The note body should contain the labeled-bullet AI summary, the position title, the interview completion timestamp, the fresh Hireflix review link, and the Hireflix interview id (so a recruiter can regenerate a review link once the first one expires).

Rules to bake into the agent's instructions: dedupe on email, format the summary as short labeled bullets not prose, never downgrade an existing lifecycle stage, keep the note under a few hundred words, and always fetch the Hireflix review link at run time rather than storing one. If the candidate has no email in Hireflix, skip the HubSpot writes and stop cleanly with a message explaining why.

Additional information

What does this prompt do?
  • Listens for finished one-way video interviews in Hireflix and mirrors each candidate straight into your HubSpot contacts.
  • Drafts a short, recruiter-ready summary covering the candidate's strengths, concerns, and a suggested next step.
  • Attaches the summary as a HubSpot note tied to the contact, with the position, interview date, and a link back to the video review.
  • Handles repeat applicants cleanly: matches on email, updates the latest role and interview date, and never downgrades a lifecycle stage a candidate has already earned.
What do I need to use this?
  • A Hireflix account with permission to configure webhooks (Profile then Webhooks in the admin dashboard).
  • A HubSpot account with permission to create and update contacts and notes.
  • The HubSpot pipeline you want candidates written into (Contacts, on any HubSpot tier including Free).
How can I customize it?
  • Change the tone or shape of the AI summary. Ask for a rating out of five, a culture-fit note, or a red-flag callout.
  • Adjust the lifecycle stage rules so strong candidates are flagged as an opportunity while weaker ones stay leads.
  • Scope which positions this runs for, or route different roles to different HubSpot owners so the right recruiter picks it up.

Frequently asked questions

Will this create duplicate HubSpot contacts if the same person applies twice?
No. We match on email, so a returning candidate is updated in place with their latest position and interview date rather than getting a new record.
What if a candidate is already further along in our HubSpot pipeline?
The workflow suggests a lifecycle stage but never demotes anyone. If the contact is already an opportunity or customer, that stays. The suggestion only applies when the contact is new or earlier in the funnel.
Can recruiters still watch the interview video from inside HubSpot?
Yes. The note includes a fresh review link generated at the moment of sync. Hireflix review links do expire after 14 days, so we also include the interview id in the note so anyone can regenerate a link later.
Do I need a paid HubSpot plan for this to work?
No. Contacts and notes are part of every HubSpot tier, including Free. You do not need Sales Hub or Marketing Hub to run this.
Can I include more than just the transcript in the summary?
Yes. The agent can pull in any details Hireflix captures (scores, comments, per-question answers) and you can ask it to enrich the note with, for example, a LinkedIn lookup or notes from a previous application.

Stop copy-pasting candidates out of Hireflix.

Connect Hireflix and HubSpot once, and every finished video interview flows into your CRM with an AI-written summary attached.