Integration · on the roadmap
Axelize for HubSpot
Your HubSpot records, used as live call context.
The HubSpot integration syncs companies, contacts and deals into Axelize so the account context behind every live suggestion comes from the CRM your team already keeps current, rather than a second set of records maintained by hand.
What it does
-
Company and contact sync
HubSpot companies and contacts map onto Axelize accounts and contacts, including the many-to-many relationships.
-
Deal stage as context
Where the deal sits shapes the framing of in-call suggestions.
-
Meeting notes written back
Call transcripts and outcomes post back to the associated HubSpot record.
How to set it up
-
Open Settings → Integrations
In your Axelize workspace.
-
Connect HubSpot
Authorise Axelize from the HubSpot OAuth screen with read access to companies, contacts and deals.
-
Choose what syncs
Pick the pipelines and record types to bring across. Everything else stays out.
Frequently asked questions
- Is the HubSpot integration available today?
- Not yet. It is on the roadmap. Until it ships you can create accounts in Axelize directly, and it will research a company from its domain automatically.