CRM & salesAI teammates for HubSpot
Research accounts and draft follow-ups for open deals.
Your Mate
Your result
The request
Summarize deals that moved forward this week
Result and follow-up
Review the work with your Mate.
More work to hand off
- Research a new lead before the first call
- Flag stalled deals and prepare the next follow-up
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
Available actions
4 actions- audit pipeline changes by id
- batch read companies by properties
- batch read emails action
- campaign search
These run without asking in Safe mode. Other changes in connected apps can also run in Safe mode. Payments, refunds, and other financial actions still need your approval.
Connecting HubSpot
- Connection
- Sign in with your account
- Setup
- About 10 minutes
Salesforce
Gmail
Slack
Google Sheets