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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Frequently Asked Questions

How do I connect Laxis to HubSpot?

On the Settings page in Laxis, open the Apps tab and click Connect to integrate Laxis with your HubSpot account. After connecting, go to the conversation list, select the meeting you want to share, and click Send to HubSpot. Enter the customer's email or name, choose the correct contact, and click Send to log the meeting.

What information does Laxis save to HubSpot after a call?

As soon as a meeting ends, Laxis creates a note on the matching HubSpot contact that includes the customer requirements, action items, a meeting summary, and a link to the recording. This captures the most important elements of the conversation automatically. It eliminates missed updates and reduces the administrative work reps would otherwise spend logging calls.

Does Laxis update HubSpot automatically after every meeting?

Laxis automatically takes notes while you engage on customer calls and saves the results to the right HubSpot contact after each one. You still confirm the contact when sending, but the requirements, action items, and summary are captured for you. This ensures calls are logged consistently and reps can spend more time selling instead of doing data entry.

How does the HubSpot integration help sales leaders?

Sales leaders get accurate transcriptions of every call their team conducts, all logged in HubSpot immediately and every time. They can compare call logs and follow-up items across reps to spot gaps and coach more effectively. Because logging is automatic, pipeline data stays reliable without relying on reps to remember manual updates.