Keep HubSpot current without doing the data entry

Overview

Search contacts and deals, then keep CRM records current through reviewed actions. Keep your pipeline, prospects, and payments in step with Xoria.

How it works

• Xoria searches your HubSpot contacts and deals once you allow the read.
• The Meeting Follow-up play logs the call summary to the HubSpot deal, after you approve the update.
• The Closed-Won Handoff play reads the won deal and its contacts to build the onboarding project.

Configure

Connect

Open Settings → Integrations in Xoria, choose HubSpot, and sign in to it.

Who holds it

The connection is yours. Xoria reaches HubSpot as you, for the things you ask it to do.

Reading

In Ask for approval, Xoria asks before it reads a private source. In Auto, reads run without asking.

Changing

Sending, posting or changing anything waits for your approval, in either mode. The approval shows exactly what will be done.

Disconnect

Disconnect it from the same page at any time.