How to Connect Xebit with Your CRM and Meeting Tools
HubSpot, Salesforce, Zoom, Meet, Teams — the full 20-minute setup walkthrough, step by step.
Getting Xebit live takes about twenty minutes. There's no SDK to install and nothing to rebuild — you're connecting the tools you already use and pointing the agent at your product. Here's the order we recommend.
1. Train the agent on your product
Point Xebit at your app and give it one walkthrough of the flows you demo most. It maps your live software and builds the demo path — including the logins and setup steps — so every run follows the same expert route. You do this once.
2. Connect your meeting tools
Link Zoom, Google Meet, or Microsoft Teams so the agent can join booked calls as a participant and drive the product live, right inside the meeting your prospect already accepted.
3. Add the instant demo to your site
Drop a single embed snippet onto your site — your pricing or product page is the highest-intent spot. It adds a launcher that starts a real, interactive demo on the spot, no booking required. (If you're reading this on our site, that's the same widget powering "View Dashboard Demo.")
4. Connect your CRM
Link HubSpot or Salesforce for deep, two-way sync. When a demo ends, Xebit writes the stage, the intent score, and the objections that came up straight onto the record — so qualification happens automatically instead of in someone's notebook.
5. Turn on automatic follow-up
Finally, enable post-demo follow-up. The second a demo wraps, the agent logs the meeting notes and drafts a personalized follow-up email based on what the prospect actually engaged with — ready to send while the conversation is still warm.
That's it: product trained, meetings and site wired, CRM synced, follow-up automated. From here, every inbound lead can get a live demo the instant they ask — and every demo feeds your pipeline on its own.
See it instead of reading about it.
The fastest way to understand Xebit is to watch it run a live demo — give it a minute.