Sales agent that drafts the next email
Reads the deal, the notes, the engagements and the customer’s public web. Drafts the next message in the AE’s voice, leaves it as a draft in HubSpot and proposes the right send time.
−45 min/AE/day on drafting
Integration · HubSpot
AI on top of HubSpot — without touching your CRM.
Your team already lives inside HubSpot — contacts, deals, sequences, workflows. We connect AI agents and automations against your instance, with no migration and no replacement of what already works.
What we solve
HubSpot already has the data. What’s missing is an agent that reads it and acts.
The AE opens a deal, reads three old notes, hunts down the last email, skims the customer’s website and only then drafts the next message. Every deal, every day. Meanwhile, form leads land in round-robin unenriched and sequences get built one by one by hand. HubSpot has the information — but somebody has to grab it, cross-reference it and write.
We build the connector against your HubSpot instance via OAuth, with the minimum scopes the use case requires. The agent reads deal context, properties and activity, writes back to HubSpot with idempotent operations and leaves an audit trail per note or engagement. Your native workflows stay where they are: we add an AI layer, we don’t replace it.
Use cases with this tool
What we build on top of your instance.
Automated contact enrichment
Every new lead is matched against firmographics, intent signals and web traffic. Fills account and contact properties, and flags low-confidence sources clearly so sales doesn’t act in the dark.
92% of contacts enriched in < 5 min
Lead triage from forms
Reads the form, classifies by size, fit and urgency, and routes by playbook to the right owner. If the lead doesn’t fit, it tags it and proposes a nurturing sequence instead of parking it in a queue.
< 60 s from submit to assigned owner
Personalized sequences from a list
Takes a HubSpot list and generates sequences with copy tailored per segment, with different subject and body by account type. Your team reviews and approves before sending — the agent doesn’t send on its own.
3x sequences ready per SDR/week
Account activity summary for QBR
Reads deals, notes, calls and emails on the account from the last 90 days and produces a QBR brief with milestones, risks and next steps. Drops it as an engagement in HubSpot so the AE walks into the meeting prepared.
QBR brief in 3 min vs. 90 min manual
How we wire it up
How we wire it up — clean and reversible.
We build the connector against your instance. OAuth, minimum scopes, sandbox-first deployment and clear metrics from day one.
- 01
OAuth 2.0 with minimum scopes
Private or public app depending on your portal. We request only the scopes the use case actually needs (crm.objects.contacts.read, deals.write, etc.) and document what each one does. No tokens in code, no global access by habit.
- 02
Webhooks plus polling fallback
Webhook subscriptions for the objects that drive the flow (contact.creation, deal.propertyChange) and a polling fallback to cover delivery gaps. HubSpot webhooks occasionally drop events — we design for that, not against it.
- 03
Idempotent writes and audit trail
Every agent write carries an operation hash in a custom property or a typed note. If the flow retries, we don’t duplicate the note or the engagement. Any auditor can trace what the agent did and when.
- 04
Rate-limit aware
We respect HubSpot API limits (daily, burst, search). Queue with exponential backoff, batching where the endpoint allows it, and alerts when we’re approaching the ceiling — we don’t wait for a 429 to react.
- 05
Sandbox first, production second
We deploy to a HubSpot sandbox, validate against real copied data, measure for an agreed period and only then promote to production. Going live is a documented decision, not an accident.
Where it lands hardest
Sectors where this integration moves the needle
Professional services
Less time on documents, proposals, research, reporting and client management.
See sector page →Real estate & property
Lead automation, viewings, documentation, incidents and multilingual communication.
See sector page →Hotels & hospitality
24/7 support, multilingual replies, request handling, upselling and review analysis.
See sector page →Frequently asked
What clients ask us
- 01
Do you touch our native HubSpot workflows?
No, unless you explicitly ask us to refactor them. The AI layer coexists with your workflows: the agent reads and writes to HubSpot like any other user, and your native workflows keep firing as they always did. If at some point it makes sense to replace a manual workflow with one orchestrated by the agent, we propose it separately, with its own rollback plan.
- 02
What about calculated properties and internal dependencies?
We respect them. Before writing we audit which properties are calculated, which ones trigger native workflows and which ones feed reporting. The agent writes on free properties or on properties created for it, it doesn’t overwrite fields that depend on other systems. If a use case needs to modify a sensitive property, we discuss it before touching it.
- 03
Do we need Operations Hub or any HubSpot add-on?
It depends on the use case. Most integrations we build run on standard Sales Hub Pro or Service Hub Pro — we use public APIs, not Operations Hub datasets. If your flow depends on unified objects, custom code workflows or native data sync, we put that on the table openly. We never push a license up by default.
- 04
How do we measure the agent’s impact vs. manual flows?
We agree on metrics up front: drafting time saved per AE, response rate, leads enriched in under 5 minutes, deals with a defined next step. The agent records every action as a HubSpot engagement, so reporting happens inside your CRM with your usual dashboards — not in some external tool nobody opens.
Trust
Safe, traceable AI,
enterprise-ready.
We design for privacy from the start, human control, traceability, usage limits, permissioning and documentation. For sensitive processes, we help assess risk and applicable obligations under GDPR and the EU AI Act.
- 01We never train models on your data without explicit authorization.
- 02Human review built-in for processes where risk demands it.
- 03Traceability: prompts, sources, permissions, errors and metrics — documented.
- 04Privacy, security and control integrated from day one.
- 05Solutions engineered to be maintained, audited and improved over time.
GDPREU AI ActAEPDISO 27001 readyEU data residency
Personal diagnosis
We work with
few clients.
Every engagement is led personally by one of the partners. If there's a fit, you get a personal first read of your case within one business day — not a canned demo.
How we work
- 01Tell us which process eats your time
- 02Personal reply within one business day
- 0320-minute call — no demo, no pitch