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HubSpot IntegrationAgent activity, where your team already works.

The HubSpot integration keeps Codexa and your CRM in step, so leads, conversations and meetings show up in the system your team already trusts.

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What stays in sync

The records your team needs, kept current.

Codexa writes agent work back to HubSpot, so nobody has to copy notes from one tool into another.

Record
Codexa
HubSpot
What is includedStatus
Leads and contactsNames, roles, contact details
Codexa to HubSpot
NameJob titleEmailPhone
Synced40s ago
CompaniesAccount details and fit
Both directions
DomainIndustrySizeICP fit
Synced1m ago
ActivitiesCalls, emails and messages
Codexa to HubSpot
CallsEmailsLinkedInSMS
SyncedJust now
MeetingsBooked time and owner
Codexa to HubSpot
TimeOwnerBriefTranscript
Synced1m ago
Lead score and stageWhere each lead stands
Codexa to HubSpot
ScoreLifecycle stageLead status
Synced20s ago

Illustrative records and sample sync times.

Setup

Connected in three steps.

  1. Connect your account

    Authorize Codexa to work with your HubSpot account.

  2. Map your fields

    Choose how Codexa fields line up with the properties you already use.

  3. Go live

    Records start to sync, and your team keeps working in HubSpot as usual.

Trust

Your CRM stays in charge.

A system of record you already trust

HubSpot stays where your team works. Codexa adds agent activity to it, instead of asking you to move.

Access you can see

Review what Codexa can read and write, and change it when your needs change.

Visible sync status

See what synced, when, and whether anything needs attention.

Other integrations

Works with the system of record you already run.

The same integration approach applies across supported CRMs.

You are hereHubSpotSync leads, activity and meetings into the CRM your team already uses.ContactsCompaniesActivitiesMeetingsCurrent page
IntegrationSalesforceKeep leads, accounts and agent activity aligned in Salesforce.LeadsAccountsTasksEvents
FAQ

HubSpot integration questions, answered.

It connects Codexa to your HubSpot account, so the work your AI agents do, including new leads, conversations, booked meetings and lead scores, is recorded in HubSpot where your team already works.

  • New leads and conversations
  • Booked meetings
  • Lead scores in HubSpot

No. HubSpot stays your system of record. Codexa adds agent activity to it rather than replacing it.

  • HubSpot stays the system of record
  • Agent activity added
  • Nothing replaced

Yes. During setup you map Codexa fields to the HubSpot properties you already use, so data lands where your reports expect it.

  • Field mapping at setup
  • Your existing properties
  • Reports keep working

Changes your team makes in HubSpot, such as a new contact owner or lifecycle stage, are kept as the source of truth. Codexa adds its activity next to them.

  • Team edits win
  • Owner and stage kept
  • Codexa activity added alongside

Codexa also connects with Salesforce, using the same approach to keep leads, accounts and agent activity aligned.

  • Salesforce
  • Same approach
  • Leads and activity aligned
Where it fits

Keeps your CRM aligned with everything your agents do.

HubSpot Integration reads contacts and company context from your CRM, and logs every touch, score and booked meeting back in real time.

1Pillar

Discover & Prioritize

Agents find and rank the accounts worth your time.

2Pillar

Engage & Qualify

Agents start conversations and qualify interest.

3You are here

Report & Secure

Managers see performance, data stays in your systems.

Data flow:Signals & LeadsAgent ActionsHubSpot IntegrationAE Pipeline
Ready when you are

Put the Autonomous GTM Platform to work.

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