HubSpot Sales Automation AI | CRM Agent for Deal Management & Outreach

Power up your HubSpot CRM with AI-powered sales automation. This AI CRM agent automates your entire HubSpot workflow. Built for account executives (AEs) and business development reps (BDRs), this sales automation agent handles deal creation, customer research, meeting scheduling, pipeline reviews, and more, all through natural conversation.

AI sales automation features

• HubSpot CRM Integration & Deal Management

  • Automated deal creation and pipeline management

  • Update contacts, companies, and deal stages without switching tools

  • Real-time CRM data sync and workflow automation

• Sales Intelligence & Contact Enrichment

  • Enrich contacts and research prospects using Apollo and Parallel

  • Automated prospect research and company insights

  • Sales intelligence gathering for better targeting

• Automated Sales Outreach & Email

  • AI-powered email automation with proven frameworks (4T, SMYKM, 30MPC)

  • Personalized outreach at scale

  • Email sequencing and follow-up automation

• Meeting Scheduling Automation

  • Google Calendar integration for automated scheduling

  • Smart meeting coordination with prospects

  • Calendar availability management

• Deal Qualification & Sales Methodology

  • Qualify opportunities using MEDDPICC, SPICED, or BANT frameworks

  • Automated qualification scoring

  • Sales process standardization

• Multi-Tool Sales Workflow Integration

  • Gmail, Slack, Apollo, HubSpot, and Google Calendar connectivity

  • Unified sales workflow across platforms

  • Cross-platform data synchronization

How this AI CRM agent works

This AI CRM agent connects to several tools:

• Apollo: for enriching contacts and organizations

• Google Calendar: for scheduling meetings and creating calendar events

• Gmail: for sending emails to prospects

• Parallel: for performing web research and enrichment

• HubSpot: for creating and managing deals, and retrieving relevant deal/company/contact information

• Slack: for retrieving relevant information from Slack channels

For qualifying deals, this agent is equipped with various sales frameworks (MEDDPICC, SPICED, BANT).

For writing emails, this agent is equipped with frameworks from Josh Braun (4T Framework), Sam McKenna (Show Me You Know Me/SMYKM), and Armand Farrokh (30MPC).

Tip: this agent will ignore any messages in a thread if you preface them with “aside.”

How to set up your sales automation agent

• Authenticate services with your credentials: Google Calendar, Gmail, HubSpot, and Slack

• Specify your preferred time zone and scheduling parameters: by default, this agent is set to operate in Pacific time. In the "Time Zone and Scheduling Guidance" section of the Instructions, you can replace the section about PST with your own time zone and add any additional timing restrictions (e.g., prefer these days of the week, avoid scheduling over this recurring meeting, etc.)

Customize your sales automation agent

• Add additional tools: if there are other tools that you use in your own sales processes, feel free to add them to this agent. Some possible suggestions:

  • Your company’s meeting recording tool (e.g. Zoom, Gong)

  • Your company’s internal databases (e.g. Google BigQuery, Snowflake)

• Remove any tools you don’t use: removing unnecessary tools will improve agent performance.

• Replace the sales qualification/email writing frameworks with your own preferred frameworks: If you have your own frameworks you’d prefer to use, feel free to replace MEDDPICC, SPICED, etc. with something else.