Relevance
HubSpot Assistant

HubSpot Assistant

agent Agent

Connected apps

Use HubSpot CRM

Description

Helps you work with your HubSpot CRM (MRP v1.1.10).

Rating

4.5 Star (2)

Clones

Clone
74
Video

Example Task

I have a meeting with Jane Smith (user@openai.com) & Robert (contact@openai.com) tomorrow, can you prep me for the call?

HubSpot Assistant
Use HubSpot CRM
Use HubSpot CRM
Use HubSpot CRM
Use HubSpot CRM
Use HubSpot CRM
Use HubSpot CRM
HubSpot Assistant

HubSpot Assistant

provided an update

Here’s your prep for tomorrow’s meeting with John Doe and Jane Smith:


Contact & Company Overview

Name Email Lifecycle Stage Company Company Domain Company Link
John Doe user@example.com Opportunity Tech Solutions Inc. openai.com View
Jane Smith contact@company.com Opportunity Tech Solutions Inc. openai.com View

Recent Key Notes & Meetings

1. Executive Check-in (30m)

  • Attendees: Jane Smith (CRO), Alex Johnson (RevOps), Acme Corporation PM, Acme Corporation Eng Lead
  • Summary:
    • Reviewed pilot KPIs and ROI.
    • Need for narrative-first dashboards (forecast drivers).
    • Security gating for EMEA (audit logs, SSO roles).
  • Action Items:
    • Acme Corporation: 1-page security/data residency summary by Wed.
    • Acme Corporation PM: Narrative dashboard mock for Jane Smith.
    • Alex Johnson: Identify 3 execs for read-only access.

2. Technical Deep Dive (60m)

  • Attendees: Tech Solutions Inc. IT (Michael Brown, Chris Green), Acme Corporation Eng, Alex Johnson
  • Summary:
    • Webhook architecture, retry logic, SOQL mapping.
    • Salesforce permission issues for Content Notes.
    • Incremental cutover plan with QA checklist.
  • Action Items:
    • Acme Corporation: Retry/backoff docs, sample logs.
    • Tech Solutions Inc. IT: Test sandbox with Content Note schema by 7 Aug.
    • Joint QA session scheduled for 08 Jul.

3. Enablement Sprint Planning (45m)

  • Attendees: Emily Davis (GTM), Kevin Miller (GTM), Jane Smith, Acme Corporation Enablement Lead
  • Summary:
    • Two playbooks: AE use of AI Deal Coach; SDR → AE handoff.
    • Regional tailoring for EMEA.
    • Change management for AEs.
  • Action Items:
    • Acme Corporation: Draft playbooks in 5 days.
    • Emily Davis: Nominate change champions.
    • Schedule enablement sessions post-sign-off.

4. Legal & Compliance Review (40m)

  • Attendees: Legal Ops, Sarah Lee (Security), Jane Smith, Acme Corporation Legal
  • Summary:
    • MSA redlines, data residency, audit log retention.
    • Legal: Processing region options, retained-logs SLA.
    • Security: Minimize PII, column-only extracts for pilot.
  • Action Items:
    • Acme Corporation Legal: MSA clauses, data residency sheet.
    • Acme Corporation Eng: Extraction schema (omit PII).
    • Legal Ops: Standard redlines for pilot MSA.

5. Pilot Kickoff (30m)

  • Attendees: Jane Smith, Alex Johnson, Acme Corporation Sales, Acme Corporation CSE
  • Summary:
    • Scope: Lead Insights agent + Pipeline Insights agent; 15 pilot users.
    • SSO setup, sandbox account prerequisites.
    • Success metrics: CRM admin time reduction, pipeline hygiene, user satisfaction >75%.
  • Action Items:
    • Acme Corporation: SAML metadata, onboarding packet.
    • Tech Solutions Inc.: Sandbox access, SOQL mappings.
    • Enablement session week of 2 Jun.

Quick Links


Tip: Review the action items above—several are likely to come up as status checks or next steps. If you want a summary of recent emails, deals, or open tickets, just let me know!

Helps you work with your HubSpot CRM (MRP v1.1.13).

Ratings and reviews

4.5

Based on 2 ratings

5
4
3
2
1

L
lidiaNov 10, 2025

This agent is great!

R
raphaelNov 4, 2025

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