Use HubSpot with NimbleBrain.
Connect HubSpot and just ask — no workflow to build. CRM contacts, companies, and deals. The agent gets 6 actions, running under your own credentials.
Everything the agent can do in HubSpot
The agent reads and writes the same CRM your team works in. It can find a contact by any criterion the search API takes, open a deal against a company, and file what it learned back onto the record rather than into a chat log nobody re-reads.
6 actions
- Search contacts by criteria
- List contacts
- Create contact
- Create deal
- Create company
- Batch read companies by properties
Nobody types an action name
You ask. The agent works out which of its actions that takes, and in what order.
Find every contact at accounts that went quiet after a demo, and tell me which ones a person actually spoke to.
Calling 3 actions in HubSpot
- Search contacts by criteria
- List contacts
- Create contact
- Working
Open a deal for the company I met this morning and attach the notes.
Calling 2 actions in HubSpot
- Create deal
- Create company
- Working
Which companies in the pipeline have no owner set?
Calling 1 action in HubSpot
- Batch read companies by properties
- Working
Three steps, and HubSpot is reachable.
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Install it
Find HubSpot in the directory inside your workspace and install it. No adapter for us to build first, no queue to join.
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Connect the account
Sign in at the vendor, or hand an admin credential over once. Tokens stay with the workspace or the person who owns them — never pooled, never copied to us.
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Ask for the work
The tools show up in front of the agent, under the same access wall as everything else. Describe the job in plain language, or put it on a schedule.
