All integrations

HubSpot

Available

CRM, contacts and email sequences synced in real time with Lisa.

CRM & email Popular
Authentication
OAuth 2.0
Setup time
~2 min
Category
CRM & email
Used by
12,000+ companies

Setup

Setup takes a few minutes. Each step unlocks new capabilities: the integration gets more powerful as you go.

  1. 1

    Authorize access In progress

    Connect your HubSpot account via OAuth 2.0. getMax receives a secure, revocable token: no password is stored.

  2. 2

    Select accounts Upcoming

    Connected accounts: Marketing + Sales Hub. Choose the accounts, properties or spaces your agents can manage.

  3. 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. 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.

Read & write contacts Create, deduplicate and enrich contact and company records from your getMax leads.
Read + write
Manage deals & pipeline Create opportunities, move stages forward and trigger follow-ups at the right time.
Read + write
Read & send emails Send Lisa's personalized sequences and track opens, clicks and replies.
Read + write
Read properties & lists Pull your custom properties and segments for precise mapping.
Read
Read activity history Analyze interactions to score and prioritize the hottest leads.
Read

Synced data

What flows between HubSpot and getMax, in which direction and how often.

Contacts & companies Two-way

Deduplicated two-way sync. A getMax lead becomes an enriched HubSpot contact.

Sync : Real time
Deals & pipeline Two-way

Stages, amounts and probabilities kept up to date automatically on both sides.

Sync : Real time
Email sequences Export

Lisa's follow-ups go out from HubSpot and report their statistics back.

Sync : Real time
Scoring & engagement Import

Opens, clicks and visits fed back to prioritize sales work.

Sync : Hourly

Enabled features

Once connected, here is what this integration lets your agents do automatically.

Qualification & enrichment Every inbound lead is enriched (role, company, size) then scored and routed to the right sequence. Powered by Lisa
Follow-up sequences Lisa sends personalized follow-ups and stops as soon as the prospect replies or books a meeting. Powered by Lisa
Real-time synchronization Jade keeps HubSpot aligned with your site, ads and analytics, with no double entry. Powered by Jade
Revenue attribution Léa ties every won deal to the campaign, content and channel that generated it. Powered by Léa