> ## 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

> Automatically push demo contacts and notes to HubSpot or Salesforce

# CRM Integration

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

## Supported CRMs

<CardGroup cols={2}>
  <Card title="HubSpot" icon="hubspot">
    Connect via OAuth. Contacts, deals, and notes are synced automatically.
  </Card>

  <Card title="Salesforce" icon="cloud">
    Connect via OAuth. Leads, contacts, and activity logs synced.
  </Card>
</CardGroup>

## 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

<Steps>
  <Step title="Open agent settings">
    Go to **Agents** → select your agent → **Integrations** tab.
  </Step>

  <Step title="Select your CRM">
    Click **Connect** next to HubSpot or Salesforce.
  </Step>

  <Step title="Authorize via OAuth">
    You'll be redirected to authenticate. Repixa requests read/write access to contacts and activities only.
  </Step>

  <Step title="Map fields (optional)">
    Map Repixa's demo data fields to your custom CRM fields if needed.
  </Step>

  <Step title="Save">
    All future completed demo sessions will push to your CRM automatically.
  </Step>
</Steps>

<Warning>
  Sandbox sessions do not sync to your CRM. Only live demo sessions trigger CRM writes.
</Warning>