Authentication
OAuth 2.0
HubSpot Soon
CRM, contacts and email sequences synced in real time with Lisa.
CRM & email Popular
Setup
Setup takes a few minutes. Each step unlocks new capabilities: the integration gets more powerful as you go.
1
Authorize access Upcoming
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.
Read & write contacts
Create, deduplicate and enrich contact and company records from your getMax leads.
Manage deals & pipeline
Create opportunities, move stages forward and trigger follow-ups at the right time.
Read & send emails
Send Lisa's personalized sequences and track opens, clicks and replies.
Read properties & lists
Pull your custom properties and segments for precise mapping.
Read activity history
Analyze interactions to score and prioritize the hottest leads.
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 L Lisa
Follow-up sequences
Lisa sends personalized follow-ups and stops as soon as the prospect replies or books a meeting.
Powered by L Lisa
Real-time synchronization
Jade keeps HubSpot aligned with your site, ads and analytics, with no double entry.
Powered by J Jade
Revenue attribution
Léa ties every won deal to the campaign, content and channel that generated it.
Powered by L Léa
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Two-way sync of leads, accounts and opportunities.
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Lists, campaigns and email automations managed by your agents.
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