Integrations

Learn more about integrations supported by RepX

RepX connects to the tools your revenue team already runs on, so the leads it qualifies and the signals from every conversation land where your team already works. RepX natively integrates with HubSpot, Salesforce, Slack and Zapier. You can connect any integration from Settings > Integrations.

HubSpot

RepX keeps HubSpot in sync with what happens in conversation, so your CRM reflects real buying interest. RepX

• Identifies known leads from HubSpot when it loads
• Creates or updates lead and contact records when visitors submit their emails
• Logs conversations as activities in the lead and contact records

When RepX loads on a webpage, it checks whether the visitor is already a known lead in HubSpot. That check decides whether RepX creates a new record or updates the one that already exists, so you don't end up with duplicates. Every conversation attaches to the right record on HubSpot.

• RepX creates a new lead on HubSpot and logs the conversation as an activity, if the email they submit during the conversation was not associated with any record in the CRM.
• If the email was already associated with a lead or contact in your HubSpot CRM, RepX updates the existing record with an activity.

Activities logged in HubSpot

When a conversation ends, and if activity logging is enabled, RepX writes an activity to the record in HubSpot to capture:

• If a lead submitted their email or booked a meeting during the conversation
• A conversation summary, along with its duration, end time, a link to the full conversation in RepX.

Properties available in HubSpot

Property name	Applies to (on HubSpot)	Description of the property	Data type
Storylane RepX total messages count	Company, Lead and Contact objects	Total messages exchanged across RepX conversations by that contact or lead. At the company level, we share the total messages across all conversations exchanged by all leads and contacts associated with that company.	Number
Storylane RepX last conversation at	Company, Lead and Contact objects	Timestamp of the most recent RepX conversation with that lead or contact. At the company level, we store the timestamp of the most recent conversation had by any of the leads or contacts.	DateTime
Storylane RepX conversation topics	Company, Lead and Contact objects	List of topics discussed across RepX conversations by a lead or contact. At the company level, we store a cumulative list of topics discussed by all leads or contacts that are associated with that company.	String

The Demo Suite already pushes information into several HubSpot properties as listed here. If you're already using the Demo Suite with the HubSpot integration and you connect RepX to HubSpot as well, the following properties will start including data based on RepX conversations:

Property name	Applies to (on HubSpot)	Description of the property	Data type
Storylane Sessions	Lead, contact and company objects	Total number of sessions (includes Demo, Hubs and RepX sessions)	Number
Storylane Buying Intent	Lead, contact and company objects	Buying intent calculated based on activity on Demos, Hubs and RepX conversation topics	String
Storylane Lead Source	Lead and contact objects	How the lead was sourced (e.g. Direct, Nurtured, Attributed)	String
Storylane CTA Clicked	Lead and contact objects	CTA URL clicked on Demos or from RepX Chat	String

Slack

With the Slack integration, your team can get notified in Slack as conversations happen. When you setup a Slack integrat, you can choose channels that should receive notifications when visitors have conversations on your website through RepX. After each conversation, RepX posts a notification that includes:

• The topics the visitor discussed, so your team can see at a glance what the conversation was about.
• A short summary of the conversation, for quick context without opening anything.
• A link to view the full conversation, for when someone wants the complete picture.

If the lead matches an owner in HubSpot, RepX tags that owner directly in the Slack notification, so the right person can stay on top of what their lead was interested in.