Integration · crm
AI agents that deploy inside HubSpot.
CRM, marketing, service, and sales platform.
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.
Revenue Operations Analyst
Commission Calculation
Required
Sales Support Specialist
Proposal Drafting
Required
Sales Support Specialist
Call Summary
Required
Sales Support Specialist
Account Brief
Required
Sales Support Specialist
Deal Desk Handling
Required
Customer Success Manager
Onboarding Progress
Required
Customer Success Manager
Health Scoring
Required
Customer Success Manager
Renewal Risk Signal
Required
Customer Success Manager
Expansion Opportunity
Required
Customer Success Manager
QBR Preparation
Required
Customer Success Manager
Advocacy Management
Required
Lifecycle Marketing Specialist
Email Campaign Drafting
Required
Content Marketing Specialist
SEO Monitoring
Required
Content Marketing Specialist
Content Repurposing
Required
Content Marketing Specialist
Content Brief Generation
Required
Content Marketing Specialist
Editorial Calendar
Required
Revenue Operations Analyst
Pipeline Reporting
Required
Lifecycle Marketing Specialist
Competitive Intelligence
Required
Lifecycle Marketing Specialist
Event ROI Tracking
Required
Lifecycle Marketing Specialist
Social Scheduling
Required
Sales Development Representative
Inbound Lead Qualification
Required
Sales Development Representative
Demo Qualification
Required
Sales Development Representative
Outbound Research
Required
Revenue Operations Analyst
CRM Hygiene
Required
Revenue Operations Analyst
Forecast Accuracy
Required
Support Agent
Escalation Detection & Routing
Recommended
Support Agent
FAQ & Knowledge-Base Resolution
Recommended
Support Agent
Billing & Subscription Questions
Recommended
Support Agent
Order & Shipment Status
Recommended
Support Agent
Refunds & Returns Processing
Recommended
Support Agent
Multilingual Coverage
Recommended
Support Agent
Ticket Triage & Routing
Recommended
Senior Support Specialist
SLA Protection
Recommended
Senior Support Specialist
Sensitive Case Handling
Recommended
Senior Support Specialist
Complex Escalation Resolution
Recommended
Senior Support Specialist
Policy Interpretation
Recommended
Support Operations Analyst
Voice of Customer Insights
Recommended
Support Operations Analyst
Knowledge Gap Detection
Recommended
Support Operations Analyst
Queue Analytics
Recommended
Support Operations Analyst
CSAT Driver Analysis
Recommended
Support Operations Analyst
Leadership Reporting
Recommended
Financial Planning Analyst
Monthly Reporting
Recommended
Financial Planning Analyst
Revenue Recognition
Recommended
Financial Planning Analyst
Budget Variance
Recommended
Financial Planning Analyst
Cash Forecast
Recommended
AR Specialist
Dispute Triage
Recommended
AR Specialist
Revenue Recovery
Recommended
AR Specialist
Invoice Collection
Recommended
Client Delivery Coordinator
Project Intake
Optional
Client Delivery Coordinator
Resource Allocation
Optional
Client Delivery Coordinator
Client Reporting
Optional
Client Delivery Coordinator
Time Tracking Compliance
Optional
Already using HubSpot? Start deployment.
Every role here is anchored to the cost of the equivalent hire and runs inside your existing HubSpot instance.