Sales
HubSpot with an AI agent. No setup.
Sign in to HubSpot once and a Dae works in it for you. No API keys, no MCP server, nothing to install. Find and update CRM records, activities and marketing content in HubSpot.
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- Review customer conversations in HubSpot
- Brief on a HubSpot customer
- Log a call and the next step in HubSpot
- Report HubSpot marketing email results
- List HubSpot tasks and follow-ups due
What a Dae knows how to do in HubSpot
8 ready skills. Ask for any of them in your own words, or for something else.
- Report HubSpot campaign results and revenueReads campaign assets, traffic and closed-won revenue attributed to a campaign.Reads only
- Review customer conversations in HubSpotReads conversations and messages from the HubSpot inbox for a contact, company or period and sums up the questions, the open threads and the mood.Reads only
- Brief on a HubSpot customerPrepares a brief on a HubSpot contact, company or deal from its record, associated deals, notes, emails, meetings and conversations, read only.Reads only
- Log a call and the next step in HubSpotRecords a call or meeting as an activity on a contact, company or deal, and creates the follow-up task.Waits for your OK
- Report HubSpot marketing email resultsReports sends, opens, clicks, bounces and unsubscribes for marketing emails in a period and ranks them.Reads only
- List HubSpot tasks and follow-ups dueLists your open HubSpot tasks due today or overdue, each with its record and the last interaction.Reads only
- Review the HubSpot deal pipelineSummarizes open HubSpot deals by stage, owner, amount and age, and flags stale or overdue ones, read only.Reads only
- Create or update HubSpot recordsCreates or updates exact HubSpot records and logs notes, tasks and calls after searching for duplicates, with approval.Writes
Questions
Do I need an API key or an MCP server to use HubSpot with AI?
No. In daework you sign in to HubSpot once and choose which Daes may use it. There is no API key to paste, no MCP server to run and no workflow to build. You can disconnect it any time.
What can a Dae do in HubSpot without asking?
It reads and searches on its own. Each skill above says whether it changes anything. A payment, a post or a message to a person waits for your OK on a card in the chat.
Can a Dae use HubSpot with my other Apps?
Yes. One Dae can read HubSpot, look something up in Gmail or Stripe, build a page and post to Slack in one job. Every plan includes every App.
Can it run on its own?
Yes. Ask a Dae to do the job every morning, every Monday or when an email arrives, and it makes a routine. It keeps going while your laptop is closed.