CRM

Your AI team on HubSpot CRM.

Contacts, deals, companies and sales pipeline

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What your agent does with HubSpot CRM

Manage contacts, deals, companies, and activities in HubSpot CRM. Agents can create and update records, search the CRM, log notes, and track deal pipeline stages.

Search & create contacts
Update contact properties
List & create deals
Move deals through pipeline stages
List & create companies
Log notes on contacts and deals

What to ask your agent

›"Find HubSpot CRM leads that went cold in the last 30 days and draft a warm-up email."
›"Move any HubSpot CRM deal stuck in 'Proposal Sent' for more than a week to 'Follow Up'."
›"Enrich every new HubSpot CRM contact with company size and industry."

More crm integrations

Pipedrive CRM
Sales pipeline, deals and contact management

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