Hubspot

Overview: Leexi + Hubspot Integration

The integration allows you to import call notes directly into the CRM, into a contact, organization, or deal record. Taking notes from a call, summarizing it, and then reporting it in your CRM? All that is a thing of the past! Your assistant takes care of everything: transcribes your calls, summarizes them, and more! You save valuable time by automating the tedious task of completing your CRM.

How to integrate Hubspot with Leexi?

Prerequisites

Admin rights for your Leexi and Hubspot user accounts

Step 1

On your Leexi account

Go to Settings → Integrations (only accessible by an admin)

Step 2

Click on Add for the Hubspot integration

Click on Connect the application

You will be redirected to the Leexi integrations page

Step 3

Click on the Manage button of the Leexi integration, and make sure your Leexi users are correctly linked to the corresponding Hubspot users

Benefits of the integration

By integrating Hubspot with Leexi, you:

• Save time by letting Leexi automatically complete your CRM.
• Boost your efficiency by consolidating your information in one place.
• Free up time to offer a better customer experience.
• Reduce sales cycle delays.

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