HubSpot Integration User Guide

With Laxis integration, while you engage with customers, Laxis identifies the most important elements of your conversation. As soon as the meeting is over, Laxis saves the customer requirements, action items, meeting summary, and a link to the recording in HubSpot under the appropriate contact. There are multiple benefits for both sales rep and sales leaders:

For Sales Reps

1. Laxis automatically takes notes while you engage on every customer calls: 
2. Laxis AI captures customer requirements and action items instantly
3. HubSpot is automatically updated after every call.

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For Sales Leaders

1. Get accurate transcriptions of sales calls your team conducts.
2. Compare call logs and follow up items and coach reps as needed.
3. Ensure that your teams’ calls are logged immediately in HubSpot, and every time.

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Here are the step by step guides to integrate Laxis with HubSpot:

1. In the settings page, go to “Apps” tab, click “connect” to integrate Laxis with your HubSpot account

2. In the conversation list page, first choose the meeting that you want to share, and then click “Send to HubSpot”

3. Enter the customer email or name, choose the correct contact, and then click “Send”

4. A note is created including the customer requirements, action items, meeting summary, and a link to the recording in HubSpot under the appropriate contact.

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