CRM

HubSpot, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your HubSpot account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Signs in to your account
  • 96 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What HubSpot is

HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences

You sign in with your own HubSpot account, the same way you already do. We never see or hold your password.

It can also be told by HubSpot when something happens, rather than only doing things when you ask.

How a run works

One message in, the work done in HubSpot.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in HubSpot. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own HubSpot account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

96 tools it already has

What it can do in HubSpot

These are the ready-made tools your AI employee already has in HubSpot. It is not limited to them, but it never has to be taught these.

  • Add asset associationAssociates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
  • Add token to event templateAdds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
  • Archive a batch of campaignsArchives a batch of up to 50 marketing campaigns, hiding them from active views rather than permanently deleting them.
  • Archive a batch of emails by IDArchives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
  • Archive a batch of quotes by idArchives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
  • Archive a CRM object by IDArchives a specific hubspot crm object by its type and id, moving it to the recycling bin; this action is irreversible via the api but objects can often be restored via the hubspot
  • Archive batch of companies by idArchives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
  • Archive batch of contacts by idArchives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarc
  • Archive batch of deals by idArchives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
  • Archive batch of feedback submissions by idAsynchronously archives a batch of hubspot feedback submissions using their unique ids, which must correspond to valid and existing submissions; the operation is queued, and submis
  • Archive batch of line items by idArchives a batch of existing line items by their unique ids in hubspot crm; this operation is irreversible via the api.
  • Archive batch of objects by idArchives a batch of existing, non-archived crm objects of a specified objecttype by their ids, effectively hiding them from active use.
  • Archive batch of propertiesArchives a batch of properties by their internal names for a specified hubspot crm object type; this operation is idempotent and safe to retry.
  • Archive batch of tickets by idArchives a batch of existing, unarchived hubspot crm tickets by their unique ids.
  • Archive batch products by idArchives a batch of existing, unarchived hubspot products by their ids; this action is irreversible via the api.
  • Archive companyArchives an existing company in hubspot crm by its companyid, moving it to a recycling bin from which it can be restored, rather than permanently deleting it.
  • Archive contact by idArchives a contact in hubspot crm by its id, moving it to the recycling bin; this is generally irreversible via api and removes the contact from active use.
  • Archive emailArchives the hubspot email specified by emailid by moving it to the recycling bin, making it inaccessible unless restored.
  • Archive emailsArchives multiple hubspot emails by their ids.
  • Archive feedback submissionArchives an existing, non-archived feedback submission in hubspot crm by its id, moving it to the recycling bin (not permanently deleting it).
  • Archive line item by idArchives a specific hubspot line item by its id, moving it to a recoverable state.
  • Archive productArchives a hubspot product by its id.
  • Archive product by product IDArchives an existing product in hubspot crm by its productid, moving it to an archived state (irreversible via api) to remove it from active use while retaining its data.
  • Archive productsArchives multiple hubspot products by their ids.
  • Archive property by object type and nameArchives a specified crm property by its object type and name, moving it to the recycling bin; note that some default hubspot properties cannot be archived.
  • Archive property groupArchives a hubspot property group, making it inactive and hidden (not permanently deleted, allowing potential restoration) with immediate effect on its crm visibility and usability
  • Archive quote object by idArchives a hubspot quote object by id to the recycling bin; this is api-irreversible and may need manual restoration.
  • Archive ticketArchives a hubspot ticket by its id.
  • Archive ticket by idArchives an existing hubspot ticket by its id, moving it to the recycling bin; this is a permanent operation not undoable via the api.
  • Archive ticketsArchives multiple hubspot tickets by their ids.
  • Audit pipeline changes by idRetrieves a reverse chronological audit log of all changes for a specific, existing hubspot crm pipeline, which is identified by its pipelineid and a valid objecttype that supports
  • Batch read companies by propertiesBatch-retrieves hubspot company records by their ids, allowing custom id properties, specific properties to fetch, and historical data.
  • Batch update quotesUpdates multiple existing hubspot quotes in a batch; each quote is identified by its object id or a custom unique property (via idproperty), and only writable properties are modifi
  • Campaign searchSearches for and retrieves a paginated list of hubspot marketing campaigns.
  • Cancel active importCancels an active hubspot data import job using its importid; this action is irreversible, and any data already processed will remain.
  • Clone marketing emailDuplicates an existing hubspot marketing email, identified by its id, into a new draft; an optional clonename can be assigned to this new email copy.
  • Configure calling extension settingsConfigures or updates settings for a hubspot app's calling extension, including its name, ui url, iframe dimensions, isready status, and supportscustomobjects flag, for the specifi
  • Create a batch of campaignsCreates up to 50 marketing campaigns in a single batch operation.
  • Create a batch of companiesCreates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.
  • Create a batch of emailsCreates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set f
  • Create a campaignCreates a new marketing campaign in hubspot with the specified properties, returning the created campaign data including its campaignguid.
  • Create a new marketing emailCreates a new marketing email in hubspot, allowing comprehensive configuration of content, recipients, sender details, a/b testing, scheduling, web version, and other settings; the
  • Create a new property groupCreates a new, empty property group for a specified crm object type in hubspot, requiring a unique group name for that object type; properties must be added separately.
  • Create A/B test variationCreates a new a/b test variation for an existing hubspot email, using its contentid; this action only creates the variation, it does not start the a/b test or send emails.
  • Create association for object typeCreates the definition (schema) of a new association in hubspot, specifying how two crm object types relate (not an actual link between records); any provided name must be unique f
  • Create batch of contactsCreates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
  • Create batch of dealsCreates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
  • Create batch of feedback submissionsCreates a batch of feedback submissions in hubspot, ideal for bulk imports; all property names, associationtypeids, and association to ids must reference existing entities in hubsp
  • Create batch of line itemsCreates multiple hubspot line items in a batch, each with specified properties and associations to other existing crm objects.
  • Create batch of objectsCreates multiple crm objects of a specified objecttype (e.g., contacts, companies, deals) in a single batch operation, where each object can have its own set of properties and asso
  • Create batch of propertiesEfficiently creates multiple crm properties in a single batch for a specified hubspot object type (e.g., 'contacts', 'companies', custom object id), ideal for schema setup or updat
  • Create batch of quotesCreates multiple hubspot crm quotes in a batch, ideal for bulk operations; provide meaningful quote details in inputs as property requirements can vary, and inspect response for in
  • Create batch of ticketsCreates multiple hubspot tickets in a batch, each with its own properties and associations; inputs list must not be empty, each item needs properties, and associations/custom prope
  • Create campaignCreates a new hubspot campaign.
  • Create campaignsCreates multiple hubspot campaigns in a single batch operation.
  • Create companyCreates a new hubspot company.
  • Create company objectCreates a new company object in hubspot crm with specified properties and associations, returning the new company object.
  • Create contactCreates a new hubspot contact.
  • Create contact object with propertiesCreates a new hubspot contact with specified properties and optional associations; requires at least one identifiable property (e.g., email) and valid to id for any associations.
  • Create CRM object with propertiesCreates a new hubspot crm object (e.g., contact, company, custom object) with specified properties (using valid internal names) and associations (to existing objects via valid type
  • Create dealCreates a new hubspot deal.
  • Create emailCreates a new email engagement record in hubspot, requiring portal-specific properties (e.g., hs timestamp as a utc millisecond timestamp), and that association to ids and associat
  • Create emailsCreates multiple hubspot emails in a single batch operation.
  • Create event template for appCreates a new event template for a hubspot app, defining structure, custom properties (tokens), and appearance (markdown with handlebars) of custom timeline events for crm objects;
  • Create feedback submissionCreates a new hubspot feedback submission to record customer feedback (e.g., survey responses, support interactions), optionally associating it with crm objects.
  • Create line itemCreates a new hubspot line item.
  • Create line item objectCreates a new hubspot line item, where properties must contain all keys required by the specific hubspot instance, associations items must link to existing crm objects via to id, a
  • Create line itemsCreates multiple hubspot line items in a single batch operation.
  • Create multiple timeline events batchCreates multiple immutable timeline events in a batch, ideal for bulk data imports or real-time synchronizations, using a valid event template; may update crm properties if the tem
  • Create new deal objectCreates a new deal in hubspot crm with specified properties and associations; ensure pipeline, dealstage, and any associations.to id are valid existing ids, and providing dealname
  • Create new object schema with custom propertiesCreates a new custom object schema in hubspot crm with unique naming for schema and properties, defined display/required/searchable properties within the 'properties' list, provide
  • Create or update draft versionCreates or updates the draft version of a marketing email identified by emailid; if no draft exists, a new one is created from the current live version to prepare changes or a/b te
  • Create pipeline for object typeCreates a new hubspot pipeline for a specified crm objecttype (e.g., 'deals', 'tickets'), requiring the pipeline label be unique for that objecttype and each stage label be unique
  • Create pipeline stageCreates a new stage in a specified hubspot crm pipeline for a given object type, such as 'deals' or 'tickets'.
  • Create productCreates a new hubspot product.
  • Create product batchCreates multiple products in hubspot crm in a batch, allowing unique properties and associations per product; ensure associationcategory and associationtypeid are valid, and to id
  • Create product objectCreates a new product in hubspot with specified properties and optional associations; ensure hs sku is unique if provided, custom properties are pre-defined in hubspot, and any ass
  • Create productsCreates multiple hubspot products in a single batch operation.
  • Create property for specified object typeCreates a new custom property for a specified hubspot crm object type; ensure groupname refers to an existing property group for the objecttype.
  • Create quote objectCreates a new quote object in hubspot crm with specified properties and associations.
  • Create ticketCreates a new hubspot ticket.
  • Create ticket objectCreates a new ticket in hubspot with specified properties and associations; ensure custom property names, associated object ids (to), pipeline ids (hs pipeline), and stage ids (hs
  • Create ticketsCreates multiple hubspot tickets in a batch, each with its own properties and associations; inputs list must not be empty, each item needs properties, and associations/custom prope
  • Create timeline event based on templateCreates an immutable custom timeline event on a crm object's record using a specified, existing event template (identified by eventtemplateid), optionally updating crm object prope
  • Create workflowCreates a new hubspot workflow to automate processes; ensure enrollmentcriteria and actions use properties relevant to the specified objecttypeid.
  • Delete a marketing emailDeletes an existing marketing email, either permanently (default) or by archiving if archived is true.
  • Delete calling extension settingsPermanently deletes the settings for a calling extension app, specified by its appid, rendering it unusable for all connected hubspot accounts; this operation is irreversible.
  • Delete campaignPermanently deletes a marketing campaign from hubspot using its campaignguid; returns a 204 no content status even if the campaign does not exist.
  • Delete contact for gdpr complianceIrreversibly deletes a hubspot contact for gdpr compliance (identified via objectid and idproperty); an email objectid for a non-existent contact may be blocklisted.
  • Delete pipeline by idPermanently deletes a hubspot pipeline and all its stages by pipelineid and objecttype; this is irreversible, so use validation flags to avoid errors if the pipeline is not empty.
  • Delete pipeline stage by idPermanently deletes a specific pipeline stage for an objecttype (e.g., 'deals', 'tickets') that supports pipelines; this operation is irreversible, so ensure no active crm records
  • Delete schema by object typePermanently deletes a hubspot custom object schema, specified by its objecttype, after all associated crm records have been deleted.
  • Delete timeline event templatePermanently and irreversibly deletes a specific timeline event template, identified by its eventtemplateid, from the application appid.
  • Delete video conferencing app settingsIrreversibly deletes all settings for a video conferencing application identified by its appid in hubspot, removing its configuration and preventing it from functioning until recon
  • Delete workflowPermanently deletes a hubspot workflow by its id; deleted workflows cannot be restored via the api and the id must exist.
  • Read Batch EmailsRetrieves a batch of hubspot email objects by their internal ids or values of a specified unique property, allowing targeted property selection, including historical data.
2 things it can watch for

What HubSpot can tell it about

It does not only wait to be asked. These are the things HubSpot can tell your AI employee about the moment they happen, so it can act without anyone noticing first.

  • Contact Created TriggerContact Created Trigger
  • Deal Stage UpdatedTriggerDeal Stage UpdatedTrigger
The jobs Sanaf takes in it, and what it does

These are the jobs Sanaf would hold, signed in to your HubSpot account.

    • Scores inbound leads and routes the good ones first
    • Records what each lead actually said
  • AI Sales Coordinator

    Sanaf, on this job

    • Keeps the pipeline honest and updates opportunities
    • Prepares quotes from your pricing
    • Logs outreach and the replies it got
    • Keeps the contact record current as replies land
  • AI Marketing Engineer

    Sanaf, on this job

    • Connects forms, ads and website tools to the CRM and checks they still work
    • Builds and maintains the email and lifecycle automations
    • Cleans, merges and enriches the records
    • Routes new leads by the rules you set and chases missing next steps
    • Tracks each new customer through the onboarding checklist
    • Flags the ones who have stalled
Things you could ask, as written

You do not learn a new screen. You type this in Slack or Teams.

  • @Sanaf which leads in HubSpot are worth calling this morning?

  • @Sanaf update the pipeline and tell me what has gone quiet.

  • @Sanaf log this week's outreach and show me the replies.

Access, and who is in charge of it

You stay the boss of your HubSpot account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own HubSpot account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in HubSpot is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in HubSpot and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

Questions people ask about HubSpot

Can an AI employee really work inside HubSpot?
Yes. It signs in to your own HubSpot account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of HubSpot?
No. Nothing moves and nothing is replaced. Your records stay in HubSpot, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my HubSpot account?
You sign in with your own HubSpot account, the same way you already do. We never see or hold your password. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in HubSpot?
It has 96 ready-made tools in HubSpot today, among them Add asset association, Add token to event template and Archive a batch of campaigns. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use HubSpot and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in HubSpot and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in HubSpot?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in HubSpot is written down with what it did and when.