User suggests implementing a feature where AI conversation summaries must be attached before creating SQLs in HubSpot to improve lead qualification and handoff processes.
Is anyone using AI conversation summaries as a required field before creating SQL in HubSpot? We’ve been testing a simple rule: no SQL is created unless there’s a conversation summary attached (problem stated, timeline, blockers, next step). Not trying to add process overhead — actually trying to reduce wasted SDR/AE cycles on context-light leads. Early upside: - cleaner handoff from qualification to sales - fewer first calls spent re-asking basics - better attribution on why deals stall I’m curious how others are handling this in HubSpot: - Custom property on contact/company/deal? - Workflow gate before lifecycle stage change? - Manual QA vs. automated checks? Would love to compare implementation patterns.