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Documentation Index

Fetch the complete documentation index at: https://docs.repixa.io/llms.txt

Use this file to discover all available pages before exploring further.

CRM Integration

After every demo, Repixa automatically creates or updates a contact in your CRM with full demo context.

Supported CRMs

HubSpot

Connect via OAuth. Contacts, deals, and notes are synced automatically.

Salesforce

Connect via OAuth. Leads, contacts, and activity logs synced.

What gets synced

  • Contact record — Name, email, company (if captured during demo)
  • Demo notes — Summary of what was shown and discussed
  • Intent signals — Interest level, objections raised, buying signals detected
  • Next step — Whether a follow-up was booked
  • Demo recording link — Link to the session replay

How to connect

1

Open agent settings

Go to Agents → select your agent → Integrations tab.
2

Select your CRM

Click Connect next to HubSpot or Salesforce.
3

Authorize via OAuth

You’ll be redirected to authenticate. Repixa requests read/write access to contacts and activities only.
4

Map fields (optional)

Map Repixa’s demo data fields to your custom CRM fields if needed.
5

Save

All future completed demo sessions will push to your CRM automatically.
Sandbox sessions do not sync to your CRM. Only live demo sessions trigger CRM writes.