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Brainstack + HubSpot

A HubSpot CRM that fills in without anyone typing.

Connect HubSpot and your agents log the call, write the next step on the deal and chase the leads nobody got back to. Your pipeline stays honest and your team stays out of data entry.

Connect my HubSpot
  • Free and paid HubSpot plans
  • Emails to leads wait for your yes
  • Pipeline review every morning
Follow-up repNorthwind · checked today at 8:30 · next check tomorrow at 8:30
Sample data

This morning in HubSpot

  1. 08:30Read 31 open deals and yesterday's 4 calls
  2. 08:31Logged notes on 4 deals from yesterday's call notes
  3. 08:33Found 6 deals with no next step for 10+ days
  4. 08:35Read the Bluebird Co file: budget, decision maker, last objection
  5. 08:37Drafted 6 follow-up emails, one per stalled deal
  6. 08:38Sent you the 6 drafts to approve in Slack

4 calls logged · 6 next steps written · 6 emails waiting for you

Deal in HubSpot

Bluebird Co · Spring retainerOwner: Sara Lee · stage: proposal sent
Amount
$4,500 / month
Last contact
12 days ago
Decision maker
Tom Reyes, COO
Objection
Wants results by month 2
New note by the agent

Next step: send the 60-day plan Tom asked for on the call. Follow-up drafted, waiting for Sara's yes.

Send the follow-up to Tom?Needs your yes

A short email with the 60-day plan attached, from Sara's address, referencing his question on the call.

Sent and logged on the deal in HubSpot.Kept as a draft. The agent notes why.

What your agents do in HubSpot.

They keep the CRM true so your team can trust it, and they never email a lead without you.

  • Reads

    Reads contacts and deals

    Every open deal, its stage, its owner and the last time anyone spoke to the buyer.

  • Does it

    Logs every call

    A clean note on the record after each call: what was said, what was promised, what is next.

  • Does it

    Writes the next step

    No deal sits without a next step. Stalled ones go to the top of your morning list.

  • Asks you first

    Follows up on quiet leads

    Drafts the second and third email in your voice. Each one waits for your yes.

  • Does it

    Feeds the client file

    What a buyer told you lives in the company brain, so every agent and teammate knows it.

  • Reads

    Reports the pipeline

    A Monday summary of what moved, what stalled and what will close this month.

In the product catalog: Reads contacts and deals, logs activity and leaves a note on the record after every call.

The agents that work your pipeline.

Follow-up rep

Writes the next step on every deal and drafts the follow-up email.

See this agent
Lead finder

Adds researched leads that match your ideal customer, with the why.

See this agent
Proposal writer

Reads the deal and the call notes before writing the proposal.

See this agent
Client onboarding

Starts the kickoff the moment a deal is marked as won.

See this agent

Connected in three steps.

  1. 1

    Sign in to HubSpot

    Approve access to your portal. HubSpot shows exactly what Brainstack can touch.

    Connect HubSpotPortal: Northwind
  2. 2

    Choose what it may do

    Read and log by default. Emails to buyers always pass through you.

    • Read contacts and deals
    • Write notes and next steps
    • Email leads after your yes
    • Delete records
  3. 3

    Give it a schedule

    A pipeline check every morning, and a note after every call it sees.

    Every weekday at 8:30Change it any time

Your pipeline, your rules.

What it can do in HubSpot

  • Read contacts, companies and deals
  • Add notes and log activity on a record
  • Write the next step on a deal
  • Send a follow-up you approved

Never without your yes

  • Email a lead or customer without your yes
  • Delete or merge contacts and deals
  • Change a deal amount or owner
  • Export your contact list

Your HubSpot access is kept in your own vault, on your own server in the US or Europe. Disconnect it in Brainstack or in HubSpot's connected apps and access ends at once.

Works even better with these.

Google CalendarReads and creates Google Calendar eventsSlackReads and writes in the Slack channels you give itGoogle DriveReads and indexes documents as a brain source and saves deliverablesStripeReads payments, customers, subscriptions and invoicesNotionReads and writes pages and databasesCal.comManages booking types, bookings and changes

See all 100+ integrations

HubSpot questions, answered.

Does it work with the free HubSpot CRM?

Yes. Agents read and write contacts, deals and notes, which every HubSpot plan includes.

Will the agent email my leads on its own?

No. Follow-up emails are drafts until you approve them in the dashboard, Slack or Telegram. Then they go out from your own address.

Can it delete or overwrite my CRM data?

It adds notes and next steps. It does not delete or merge records, and it does not change deal amounts or owners.

I use a different CRM. What are my options?

Attio and Close connect today, with the same agents and approvals. If yours is missing, ask for it on the integrations page.

What does the HubSpot integration cost?

It is included in every plan: Starter $99, Growth $499 and Scale $999 a month. You pay for the agents, not for the connections.

A pipeline you can finally believe.

Connect my HubSpot

See your first agent at work.

30 minutes, on your own processes. Tell us what you'd hand over first and we'll come with it set up.

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