HubSpot
AvailableCRM, contacts and email sequences synced in real time with Lisa.
Setup
Setup takes a few minutes. Each step unlocks new capabilities: the integration gets more powerful as you go.
- 1
Authorize access In progress
Connect your HubSpot account via OAuth 2.0. getMax receives a secure, revocable token: no password is stored.
- 2
Select accounts Upcoming
Connected accounts: Marketing + Sales Hub. Choose the accounts, properties or spaces your agents can manage.
- 3
Map the data Upcoming
getMax aligns your fields and categories with its model. The default mapping fits most cases, adjustable at any time.
- 4
Activate the agents Upcoming
The features below go live. Your agents start working in HubSpot immediately.
Requested access
getMax only requests the permissions the agents need to work. Every access is revocable at any time.
Synced data
What flows between HubSpot and getMax, in which direction and how often.
Deduplicated two-way sync. A getMax lead becomes an enriched HubSpot contact.
Sync : Real timeStages, amounts and probabilities kept up to date automatically on both sides.
Sync : Real timeLisa's follow-ups go out from HubSpot and report their statistics back.
Sync : Real timeOpens, clicks and visits fed back to prioritize sales work.
Sync : HourlyEnabled features
Once connected, here is what this integration lets your agents do automatically.