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 logs the full conversation as a note on the record in HubSpot. Your team doesn't have to leave the CRM or open RepX to read what was said - the note carries the conversation itself, along with the attributes RepX extracted from it.

Each note includes:

• If a lead submitted their email or booked a meeting during the conversation
• The full conversation transcript, message by message, exactly as it happened.
• A conversation summary, for when someone wants the gist without reading the whole thing.
• The topics discussed during the conversation.
• Conversation attributes, including the conversation's duration and end time, and whether the lead submitted their email or booked a meeting.
• A link to the full conversation in RepX.

RepX writes a standard set of conversation attributes into HubSpot properties and notes. If you want a specific conversation signal - like pain points or migration size - to land in a specific HubSpot field, push it through the Zapier integration instead.

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