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HubSpot Integration

Connect Lira to HubSpot CRM for contact management, deal tracking, pipeline updates, and call logging.

Setup

  1. Go to Organization Settings → Integrations → HubSpot
  2. Click Connect HubSpot
  3. Authorize via HubSpot's OAuth 2.0 flow
  4. Map organization members to HubSpot users

Capabilities

FeatureDescription
ContactsCreate, read, update contacts
CompaniesManage company records
DealsTrack deals through pipeline stages
PipelinesList and manage sales pipelines
NotesLog meeting notes and call summaries

Sales Coaching Integration

When used with Sales Coaching, Lira automatically:

  • Updates the deal record after a sales call
  • Logs call notes with key discussion points
  • Adjusts deal stage based on conversation signals
  • Creates follow-up tasks linked to the deal