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HubSpot Integration

Connect Lira to HubSpot via OAuth2 for contact management, deal tracking, and sales pipeline integration.

Setup

  1. Navigate to Settings → Integrations → HubSpot
  2. Click Connect — redirects to HubSpot OAuth consent
  3. Authorize the Lira app
  4. Configure member mappings

Capabilities

FeatureDescription
ContactsList, create, and update contacts
CompaniesList and view company records
DealsTrack deal stages and values
PipelinesList sales pipelines and stages
NotesCreate meeting notes on contact/deal records

Sales Coaching Integration

During sales calls, HubSpot integration enables:

  • Pre-call context — Load prospect details, deal stage, and previous interactions before the call starts
  • Auto-fill — Push call notes, key insights, and next steps to the HubSpot contact/deal record after the call
  • Pipeline updates — Suggest deal stage changes based on call outcome

OAuth Configuration

VariableDescription
HUBSPOT_CLIENT_IDHubSpot OAuth app client ID
HUBSPOT_CLIENT_SECRETHubSpot OAuth app client secret