HubSpot
CRMContacts, deals, notes and pipeline
Everything we can do in HubSpot
Grouped by job. Each line is an action the agent can perform for you, not a suggestion you finish yourself.
Contacts and companies
- Create and update contacts
- Enrich with company data
- Search and deduplicate
- Manage owners
Deals
- Create deals and stages
- Add notes and tasks
- Move a deal forward
- Report the pipeline
Engagement
- Log emails and calls
- Create tasks
- Read activity timelines
Ask for it like this
Send a cold outreach batch
Find 10 marketing directors at mid-sized software companies in the United States. For each one, write a short, specific email that references something real about their company. Show me the list and the first email for approval before you send.
Bring new leads into the CRM
Check for new leads that arrived in the last 7 days, enrich each with their company website and role, then create or update the contact in my CRM with the source and date. Report anything you could not verify.
Other CRM apps
All appsConnect HubSpot and ask for the first job.
One consent screen, your own login, removably authorized. Then the agent can run any of the actions above for you.