Your AI agent for HubSpot
CRMs rot quietly: fields go empty, deals stall without a note, follow-ups depend on memory. An Upchat agent connected to HubSpot keeps records complete, watches your pipeline and prepares the next action for every deal that matters.
What your agent can do
Enrich contacts and companies
New records get filled with role, company size and context from your connected tools, so segmentation and scoring work on real data.
Log what reps forget
After calls and email threads, the agent logs activities and updates deal stages, keeping the pipeline honest without chasing the team.
Rescue stalled deals
When a deal sits untouched, the agent drafts a contextual follow-up referencing past conversations and queues it for the owner's approval.
Answer pipeline questions
Ask which deals slipped this month, which source converts best, or who has not been contacted in two weeks. The agent reads HubSpot and answers.
Agents that use it most
Guides to go further
Common questions
- Does the agent replace our sales reps?
- No. It removes the admin work around selling: data entry, logging, reminders. Reps keep the conversations, the agent keeps the system clean and the next step ready.
- Can it send follow-up emails by itself?
- Follow-ups are drafted, not sent, until you say otherwise. Each one waits for the deal owner's approval, with the full context attached.
- We already use HubSpot workflows. What does an agent add?
- Workflows follow fixed rules. An agent reads context: it understands why a deal stalled, writes a message that references the last conversation, and adapts when reality does not match the rule.
More integrations
Create your agent in seconds
Pick a model, connect your tools, and your agent starts working with your team. Early access is open.