Integration · crm

AI agents that deploy inside HubSpot.

CRM, marketing, service, and sales platform.

HubSpot Inc. website ↗Developer docs ↗

Agents that run on HubSpot

12 roles

Required · Medium
Sales Support Specialist
Sales · Increase Revenue
Handle deal-support work end-to-end — first-pass proposals, call summaries, pre-meeting briefs, deal-desk intake — with CRM-grade logs and AE review.
Required · Medium
Customer Success Manager
Customer Success · Reduce Risk
Hold continuous account health across the book — onboarding milestones, health scoring, renewal-risk signal, expansion opportunity, QBR assembly, advocacy coordination.
Required · Medium
Content Marketing Specialist
Marketing · Increase Revenue
Run the content engine end-to-end — editorial-calendar discipline, topic research, brief generation, draft assembly, repurposing, and SEO-signal monitoring — with editor review on every asset.
Required · Medium
Revenue Operations Analyst
RevOps · Increase Revenue
Run CRM hygiene, forecast confidence scoring, commission reconciliation, and pipeline reporting on a continuous basis.
Required · Medium
Lifecycle Marketing Specialist
Marketing · Increase Revenue
Run the lifecycle motion end-to-end — email campaign drafts, social scheduling, event-to-pipeline tracking, competitive-intel surfacing — with marketer review on the edge.
Required · Medium
Sales Development Representative
Sales · Increase Revenue
Qualify inbound leads and demo requests against ICP rules, route them with context, and protect the best opportunities.
Recommended · Low
Support Agent
Support · Improve Service
Handle first-line customer support at scale — triage, resolve, escalate — across categories, channels, and languages.
Recommended · Medium
Senior Support Specialist
Support · Reduce Risk
Handle tier-2 cases end-to-end — SLA protection, de-escalation, policy interpretation — with full context logged back to the ticket.
Recommended · Medium
Support Operations Analyst
Support · Move Faster
Deliver weekly operating analyses — theme trends, knowledge gaps, queue risk, CSAT drivers, leadership briefings — from support data already in the help desk.
Recommended · Medium
Financial Planning Analyst
Finance · Reduce Risk
Produce forecasts, variance analysis, rev-rec schedules, and monthly reports — with KPI commentary drafted in the team voice and CFO review on the edge.
Recommended · Medium
AR Specialist
Finance · Move Faster
Handle AR end-to-end — collections follow-up, revenue recovery, dispute triage — with clear escalation for sensitive cases.
Optional · Medium
Client Delivery Coordinator
Delivery · Move Faster
Run client delivery coordination end-to-end — engagement intake scoping, resource allocation and staffing, client status reporting on cadence, and time-tracking nudges and approvals — with delivery-lead review on staffing and client-commitment decisions.

Capabilities that add HubSpot

These specific capabilities plug into HubSpot on top of the role's base stack.

Already using HubSpot? Start deployment.

Every role here is anchored to the cost of the equivalent hire and runs inside your existing HubSpot instance.

Browse all agents

AI agents that deploy inside HubSpot.

Agents that run on HubSpot

Sales Support Specialist

Customer Success Manager

Content Marketing Specialist

Revenue Operations Analyst

Lifecycle Marketing Specialist

Sales Development Representative

Support Agent

Senior Support Specialist

Support Operations Analyst

Financial Planning Analyst

AR Specialist

Client Delivery Coordinator

Capabilities that add HubSpot

Already using HubSpot? Start deployment.