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.