An AI Agent For HubSpot That Keeps Your Pipeline Current
Your sales team talks to customers; your agent does the HubSpot part. It logs what happened, moves deals to the right stage and makes sure no follow-up slips.
From $10/month 30 days free No credit card
What Your Agent Does In HubSpot
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Log Calls In Plain Words
Tell your agent how the call went in a sentence or two. It adds the note to the right contact, updates the deal and sets the next task.
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Spot Deals Going Quiet
Ask which deals have gone quiet, are past their close date or have no next step. Your agent lists them and can add a follow-up task to each.
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Draft Follow-Up Emails
Your agent writes a follow-up from the deal history and your last conversation. You read it and decide when it goes out.
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Brief You Before Every Call
Before a call, get a short summary of the contact, the deal, recent emails and notes, and any open tasks.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in HubSpot for you, with your own login, and reports back in the thread.
- Just got off the phone with Mike. He wants the quote by Friday. Log it and remind me Thursday.
- Did Sarah ever reply about the quote?
- Which of my deals haven’t moved in two weeks?
- Move Mike’s deal to closed won.
- I’m calling Sarah at 2. What do I need to know?
Use HubSpot With Octopus Prime
- Open Settings › Connections, choose HubSpot and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in HubSpot for you without ever seeing your password.
- Choose which agents can use HubSpot: just yours, one project’s or the whole company’s. You approve what matters.
How HubSpot Work Flows Into Octopus Prime
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Follow-Ups Become Tasks
A follow-up your agent finds in HubSpot can also be a task in your project, for you or an agent, with a due time.
Tasks -
Wake Your Agent On A Schedule
Give it a weekly task to check HubSpot for deals going quiet. It starts on time and posts the list.
Routine Work -
Your Team Sees It In The Project
Updates land in your sales project’s chat and log, so everyone knows what changed in HubSpot.
Projects
Questions About HubSpot And Your Agents
Can the agent see every HubSpot record?
It sees what the HubSpot account you connected can see. Connect a user with narrower access if you want the agent to see less.
Will it email my contacts on its own?
Not unless you allow it. Drafts land in your project for review, and sending can be set to ask first.
Does my agent see my HubSpot password?
No. Your HubSpot login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect HubSpot, at any time in Settings.
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Put An Agent To Work In HubSpot. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
HubSpot is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
