Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared Xerpa AI Subscription - Per Seat plan
Overview
1/4
While others analyze what went wrong after the deal is lost, Xerpa guides your team to victory in the moment that matters. Every conversation. Every interaction. Every opportunity.
Proactive guidance, not reactive coaching
Real-time intelligence, not after-the-fact insights
Scale expertise across every deal
HubSpot integration allows Xerpa to use context from your CRM's in timely Objection Rebuttals, Discovery Questions, and answering questions. It also allows Xerpa to write insights from your call back to you CRM. Connecting with HubSpot lets us updates your notes from your last meeting, and pull them up in your next meeting, making your HubSpot even more valuable. Sales Methodology Fields kept current on deal records.
Features

Notes synced to your CRM
Automatically read from your CRM to help you during call, and get your notes written back so you stay up to date.

Context
Use the notes in your CRM as context to help you overcome objections
App Functionality
Shared Data
Contacts | ||
Deals | ||
Deal Properties | ||
Companies | ||
Contact Properties | ||
Company Properties | ||
Owners |
Reviews
Pricing
Per Seat
Please Contact us
Notes to your Contacts
Per Seat
Please Contact us
Notes to your Contacts
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 09/30/2026
More info
Built by - Xerpa AI
Installs - <10 installs
Categories Languages this app is available in English andEnglish - United States
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