CRM
HubSpot connection with an AI agent.
Your salespeople call customers, the agent keeps HubSpot up to date. Leads enriched, deals updated and the follow-up ready.
- 1
Agent
A request or email comes in
The agent recognises the customer and the deal.
- 2
Agent
HubSpot updated
Data, note and next step prepared.
You
Your salesperson checks
And sends the follow-up themselves.
What an agent does in HubSpot.
Examples of work the agent prepares. What your agent does exactly is set out in the AI agent design.
Enrich leads
A new request comes in: the agent adds company, contact person and question in HubSpot.
Update deals
After an email or a call, the agent prepares the next step and the note on the deal.
Prepare the follow-up
A draft follow-up email is ready. Your salesperson reads it and sends it themselves.
Create your AI agent design for HubSpot.
The UnifyAI Agent shows in a few minutes what an agent prepares for you in HubSpot, what you check and roughly what it costs.
- 1
Describe the work
Which task in HubSpot you do by hand today.
- 2
Answer a few questions
How often, where it comes in and who checks it today.
- 3
Receive your AI agent design
The steps, the connections and a price indication.
AgentWhich work in HubSpot do you want to get rid of? Describe one task, and I will create your AI agent design.
Continue with your AI agent design
Powered by ClaudeRelated processes.
Questions about the HubSpot connection.
Does the agent email customers itself?
No. It prepares a draft and your salesperson sends it. The contact with the customer stays with you.
How does the connection stay secure?
The agent only gets the permissions it needs for its task. Which data it reads and what it may prepare is set out in advance in the AI agent design. Whatever matters is checked by a person before it goes through. More on Security and management.
Am I tied to you afterwards?
No. The agent and the connection are yours and fully transferable. Hosting can be with us or in your own environment.
