HubSpot
CRM and salesBuilt by Capstan
Read companies, deals and notes; keep next steps up to date.
What an agent can do in HubSpot
Defaults for a new agent. Change them per agent in Control.
- Read companies, contacts and dealsRuns freely
- Create tasksAsks first
- Update a dealAsks first
Agents that use HubSpot
Sales · on new demo request
Demo request brief
Read the request, research the company and its stack, write a one-page brief, then asks: send it to the account owner.
Sales use caseSales · nightly 02:00
CRM clean-up
Find deals with no next step, read their last emails, suggest the next step and date, then asks: update the deals.
Sales use caseSales · after every call
Follow-up drafts
Read the call notes, pull the pricing that was discussed, draft the follow-up email, then asks: send from the rep's inbox.
Sales use case
Set up in three steps
01
Connect HubSpot
Sign in to HubSpot from Capstan, or paste a key. Capstan stores it encrypted and never shares it between agents.
02
Choose what it may do
Every action starts as read-only or asks-first. Loosen it per agent once you trust the runs.
03
Add it to an agent
Mention HubSpot when you describe a job, or add it to an existing agent's tools.