How it works

Type a line about a call. Liney does the HubSpot.

Type what happened after a call. Liney matches the deal, fills the fields your admin requires, and shows them on the right. Nothing is written until you press the button. When it isn't sure, it asks one question instead of guessing.

The fields panel after a write: each field ticked, the previous value struck through, and an Undo button.

HubSpot enforces your admin's rules on every write, so Liney can't skip a required field even if it wanted to. Every change is made with your HubSpot permissions, and the previous value is kept so you can undo it.

Fields

Right after Connect, one screen: the fields your portal uses, pre-ticked. Untick what Liney shouldn't touch. Required ones stay on. Change it any time in Setup.

The field picker: each deal property with a tick box, and a required or likely tag.

History and undo

Click any line you've written. See exactly what changed, previous and new, and undo the whole line in one click for 30 days.

A written line's history: the line, when it was written, and every field's previous and new value.

The sheet

Toggle Log / Sheet in the menu. The sheet is your open deals as rows. Click a cell, change it, it's in HubSpot. Full screen, nothing else on it.

The sheet: open deals as rows with stage, amount, close date and next step columns.

The tabs

Smart views (today, needs a next step, closing this month, stale) plus any deals you pin. Click a view to filter the log and the sheet. Click a pinned deal to start a line about it.

The tab bar: Today, Needs next step, Closing this month, Stale, then two pinned deals.
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