HubSpot
AI Assistant
Get a HubSpot AI assistant that lives in Slack. Ask questions, get summaries, and handle HubSpot tasks without leaving your workflow.
$350/mo · Set up in 5 minutes · Cancel anytime
$350/mo · Set up in 5 minutes · Cancel anytime
Example questions
Ask Cody things like
Which HubSpot deals are most likely slipping this month, and what changed in the last 7 days?
Summarise the recent HubSpot activity for [Company] across deals, contacts, emails, and notes.
Which open HubSpot deals have no meaningful activity or next step logged in the last 14 days?
Draft a pipeline update for Slack with stage movement, biggest risks, and the deals that need attention first.
Use cases
What Cody does with HubSpot
Pipeline and forecast-visibility copilot
Use an AI assistant with HubSpot to summarise pipeline movement, flag stalled or slipping deals, explain what changed across stages, and draft the pipeline update a sales leader actually needs.
Account, contact, and activity-context assistant
Ask Cody to pull together companies, contacts, deals, emails, and engagements so reps can see recent activity, next steps, and risk without clicking through multiple HubSpot records.
Follow-up and handoff assistant
Use Cody to turn HubSpot deal context into cleaner follow-up drafts, handoff notes, renewal summaries, or exec-ready CRM updates directly from Slack.
Track Cody's progress in taskboards that it creates for HubSpot!
Tutorial
How to create a HubSpot AI assistant
Build a fully customised HubSpot assistant in minutes — no engineering required. Just drag, configure, and deploy.
Give Cody access to your messaging app
Connect your Slack workspace with one click. Cody gets its own dedicated server and appears as a bot in your workspace, with no shared infrastructure and no setup beyond the OAuth flow.
- One-click Slack OAuth, done in 30 seconds
- Dedicated server spun up automatically
- Cody appears in Slack as @cody, ready to use
Connect GitHub to Cody
Connect HubSpot to Cody
Connect Notion to Cody
Enable the HubSpot integration
Head to the Integrations panel and connect your HubSpot account in one click. Cody securely stores your credentials and uses them to act on your behalf, reading data, drafting outputs, and surfacing insights directly in Slack.
- Find HubSpot in the integrations list
- Click Connect and authorise access
- Credentials are encrypted and stored securely
Drag agents onto the canvas
Open Cody's visual canvas and drag pre-built agent blocks into your workspace. Choose a HubSpot agent, a summariser, a notifier, or combine several. Each block is a self-contained AI worker that handles a specific job, so your assistant only does exactly what you need.
- Pick a HubSpot agent from the library
- Arrange blocks to model your workflow
- Connect agents with a single drag
Set up your agent's skills
Give each agent the skills it needs. Connect your HubSpot account, define what the agent should look for, and tune its behaviour with plain-English instructions, no code and no YAML. Cody handles the prompting and API calls for you.
- Integrate directly with HubSpot
- Write instructions in plain English
- Preview responses before going live
About the tool
About HubSpot
HubSpot is where pipeline movement, account context, contacts, emails, and deal history often already live. A HubSpot AI assistant is most useful when it helps sales and revenue teams query that CRM context from Slack, surface stalled deals or missing follow-ups, and turn recent activity into clearer next steps and updates.
Category
CRM & SalesPrivate & secure
- Dedicated EC2 instance, nobody else's data
- Slack tokens encrypted with AES-256-GCM
- Your data never trains any model
Related AI assistants
Other tools your team might want Cody to help with.
FAQ
Common
questions
What can Cody actually do with HubSpot?
Cody can answer questions across HubSpot contacts, companies, deals, emails, notes, engagements, and pipeline movement, then turn that CRM context into clear answers and updates in Slack.
Can Cody help review pipeline risk and stalled deals?
Yes. Cody can surface deals that are slipping, stuck, or missing a next step, explain what changed recently, and point sales teams toward the opportunities that need attention first.
Can Cody search across contacts, companies, deals, and activity history?
Yes. Cody can pull together the useful context across HubSpot records and engagements so you can quickly understand account history, recent touches, and the current state of a deal without manually clicking through every object.
Can Cody help draft follow-ups and handoff updates from HubSpot context?
Yes. Cody can use deal notes, activity history, contacts, and account context to draft rep follow-ups, internal handoff notes, or pipeline updates while keeping a human in the loop for the final send.
Does Cody replace HubSpot or our existing sales workflow?
No. HubSpot stays the source of truth. Cody sits on top of it as a faster interface for reviewing pipeline movement, pulling account context, and drafting sales updates without living inside CRM records all day.
Get started today
HubSpot AI assistant
in your Slack
Cody gives your team a HubSpot AI assistant in Slack, so reps and leaders can review deals, companies, contacts, emails, and pipeline risk, then draft follow-ups and updates without digging through records or building the integration themselves.
Get started →$350/mo · Cancel anytime