Expected duration : 5 mins

Prerequisites

Admin rights for your Leexi and HubSpot user accounts

Instructions

On your Leexi account

• Go to Settings → Company Settings → Integrations

• Click Add on the HubSpot integration

  

• Click on Connect App

  

• You will be redirected to the Leexi integrations page

• Click on the Manage button of the Leexi integration, and make sure your Leexi users are properly bound to the corresponding HubSpot users

  

• Go to Customisation Settings → Summary Templates, and tick the ‘CRM’ notification for each summary template that you want to be pushed to HubSpot. Without completing this step, you will not receive your summary as a note in the CRM.

You’re done! Your CRM information will now be synced with Leexi, and you will start receiving Call notes on the relevant CRM deals, customers, leads and organizations. This is the kind of note you will see in HubSpot.

FAQ

• Why are some users unable to see the notes generated by Leexi in HubSpot?