HubSpot integration
Arkeo agents for HubSpot
Arkeo agents work in your HubSpot account alongside your team. They log calls and emails, answer new leads, set up new clients, build proposals, and report on your pipeline each week.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in HubSpot
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓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- ✓Sees new leads from your forms and siteas they come
- ✓Sends the first reply and a link to booksame day
- ✓Tells the lead's ownerright away
No lead waits days for a reply.
HubSpot
CalendlyGmail- ✓Sends the intake formwhen they sign
- ✓Sets up the client in your CRM and project toolsame day
- ✓Builds the folder and task listsame day
New clients start without anyone setting them up.
HubSpot
Jotform
Financial Cents- ✓Reads the call notesafter each call
- ✓Builds the proposal from your templateper client
- ✓Logs it in HubSpotright away
The proposal goes out this week, not next week.
HubSpot
Word- ✓Pulls open deals by stage and ownerevery Monday
- ✓Finds deals with no next stepper deal
- ✓Sends the report to your teamMonday morning
Know what will close without building the report.
HubSpot
SlackWorks with the rest of your software
Agents carry the work from HubSpot into the other software your team uses, so nothing waits for someone to copy it over.
Outlook
Zoom
QuickBooks
StripeBusinesses that run on HubSpot
How it connects
You make the key in your own HubSpot account. Nothing to install on your computers, and nothing to wait for.
Where
In HubSpot, under Development, then Legacy apps. You create a private app, set what it can see and change, and copy its key.
Who can do it
A super admin in your HubSpot account.
Plan
Any HubSpot plan, including the free one. Agents can only use the tools your plan has.
Agents can see
- Contacts and companies
- Deals and their stages
- Emails, calls and meetings logged
- Forms and new leads
Agents can change
- Contacts and companies
- Deal stages
- Tasks and notes
- Logged emails and calls
Agents can't
- Touch anything you didn't give the app access to.
- Use tools your HubSpot plan doesn't have.
- Get back in after you delete the app.
What this looks like at your business
Logging calls and emailsEmails and calls logged, and deals moved to the right stage.
Designed for teams that sell in HubSpotNew lead repliesEach new lead gets a reply, and the owner is told.
Designed for teams that sell in HubSpotPipeline reportOpen deals by stage, and the ones with no next step.
Designed for teams that sell in HubSpotIs this you?
- You run sales or clients in HubSpot
- Your team logs calls and updates deals by hand
- You want to grow without more staff
✕Just starting, with a few leads a month: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your HubSpot?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and HubSpot
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Your contacts and deals never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do I need a paid HubSpot plan?
No. Agents work on any HubSpot plan, including free. They can only use the tools your plan has.
Will the agents change my CRM?
They make the changes your process allows, like logging calls or moving a deal, and send the rest to your team.
Can I turn it off?
Yes. Delete the private app in HubSpot and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.