Agents › Admin & the machine
HubSpot CRM Sync Agent
It logs each email and call in HubSpot as it happens, checks off the task when the reply lands, and moves each deal to the right stage. Your CRM stays right without anyone typing.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Logs emails and callsas they happen
- ✓Checks off the task when the reply landsright away
- ✓Moves the deal to the right stageper deal
Your CRM stays right without anyone typing.
HubSpot
Gmail
SlackHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Watches your inbox and calls
It sees each email your team sends and gets from a customer, and each call that ends.
Logs it on the right record
It logs the email or call on the right contact, company and deal in HubSpot, with a short summary of what was said.
- 3
Checks off the task
When the reply a task was waiting on lands, it marks the task done, so nobody chases a customer who already answered.
- 4
Moves the deal
When the email or call shows a deal moved, like a signed quote or a booked demo, it moves the deal to the right stage under your rules.
Tells your team what changed
Your team gets one daily note in Slack of the deals that moved and anything it could not match to a record.
What you get
Each email and call is on the right record, so your pipeline shows what really happened.
Your sales team stops logging calls and updating deals by hand at the end of the day.
When the customer answers, the task is done, and nobody follows up twice.
What this looks like at your business
Customer historyContacts, companies, deals and forms copied each half hour.
Designed for software companies and sales teamsCall notesEach call recording turned into text, with who said what.
Designed for software companies and sales teamsWhat changedChanges in HubSpot, in one Slack message each day.
Designed for software companies and sales teamsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your HubSpot CRM Sync Agent follows your process, your rules and your software, not a template.
Contacts, deals, calls and forms, or only the parts of HubSpot your agents need.
Your sales agents, your support agents, or the people on your team you name.
What changed each day, in the Slack channel you set, with the changes your team cares about.
Every 30 minutes, or the timing that fits how fast your deals move.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Checks HubSpot for past contact, deals or conversations before it scores a new lead.
The good leads reach sales before they cool.
See this agent →Reads the full history of a quiet deal, call text included, and writes an email that carries on from the last thing said.
Cold leads get a real second conversation.
See this agent →Keeps HubSpot searchable for each specialist agent it runs from Slack.
Your team asks in one place. The right agent does the job.
See this agent →Book a 15-minute call
Get your version of the HubSpot CRM Sync Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the HubSpot CRM Sync Agent
Is my customers' information safe?
Yes. The agent works in your own HubSpot and Gmail, and only with the records its job needs. Customer details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Will it change my HubSpot?
Yes, the way your team would: it logs emails and calls, checks off tasks and moves deal stages under your rules. Anything your rules keep for a person goes to your team.
Which HubSpot plan do I need?
Any plan, including the free one. A super admin on your account makes the key.
Can it follow the way we work?
Yes. Your version uses your deal stages, your rules for when a deal moves, and your task types. We set that up with you after the call.
Can I turn it off?
Yes. Delete its key in HubSpot and the agent loses access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.