Kipwise Agent for HubSpot

Ask in Slack, act in HubSpot. Every lookup and every change runs as you, and every record in the reply links straight back to HubSpot.

Try free: Add to SlackBook a demo

Free trial on install: $2 of AI credit for 7 days on the fast model, or $10 for 14 days with all models on a paid Slack plan or for existing Kipwise customers.

Update HubSpot from the thread where the deal is discussed

Move the deal and log the call in one message

Say what happened on the call. The agent finds the deal, shows the change in plain words and waits for your Approve. The new stage and the note go into HubSpot under your name, and the reply links straight back to the deal.

Sample data

Tasks on the deal

Ask for a task on any record and it lands on the deal with the due date.

Sample data

Connected once, per person

The first time you ask for something in HubSpot, the agent offers a link. You complete it with your own HubSpot login; nobody shares a token, and HubSpot’s own permissions apply to every call.

Sample data

Post in Slack when a HubSpot record is created or moves stage

An automation runs whenever the event happens, and posts in the channel where you set it up.

A post for every new contact, company, deal or ticket

Say it once, in the channel where the post should go, and approve the card. After that the agent posts there each time one of these is created in HubSpot. It opens the record first, so the post names it and links to it.

  • A new contact is created
  • A new company is created
  • A new deal is created
  • A new ticket is created

Sample data

A post when a deal or ticket moves to a different stage

The same for stage changes. Ask for one on deals, one on tickets, or both, and each post names the record and the stage it moved to.

  • A deal moves to a different stage
  • A ticket moves to a different stage

Sample data

HubSpot AI, or the HubSpot AI agent in Slack

HubSpot’s Breeze Assistant is included with HubSpot subscriptions, and its Agent Hub agents run on monthly credits that depend on your plan.

Kipwise Agent is a HubSpot AI agent that works from the Slack thread where the deal is discussed. It reads contacts, companies, deals and tickets, and creates or updates them after an Approve card. It can also post in a channel when a contact, company, deal or ticket is created, or when a deal or ticket moves to a different stage. It uses your own HubSpot login. Kipwise Agent is $10 per user a month, at least 3 users.

How the HubSpot Slack integration works

Kipwise Agent is a Slack app. HubSpot is connected per person, from inside Slack, so the agent only ever does what you could do yourself in HubSpot.

  1. Install Kipwise Agent in your Slack workspace from kipwise.com/auth/agent/install.
  2. Ask the agent something about HubSpot in any channel or DM, for example @Kipwise Agent which deals are open with Acme?
  3. Click “Connect HubSpot” in the agent’s reply. HubSpot shows the standard consent screen; pick the HubSpot account and approve. The link is personal to you and expires in five minutes.
  4. Done. The agent finishes your request straight away. Teammates connect their own HubSpot login the same way; nobody shares a token.

What you can ask

  • Find and read contacts, companies, deals and tickets: “who owns the Acme deal and what stage is it in?”
  • Create and update records (CRM data entry from Slack): “add Ada Lovelace at Analytical Engines as a contact and open a $1,200 pilot deal”
  • Move deals through your pipeline by stage name, assign owners, set close dates.
  • Log notes and create tasks on any record: “note on the Acme deal: kickoff done, send proposal by Monday”
  • Delete a record you name explicitly. The agent confirms the exact record first, and HubSpot keeps it recoverable for 90 days.

Every person, company, deal or ticket in a reply is shown by name and linked to the real HubSpot record, never as a raw id. Owners and pipeline stages are shown by their names.

Permissions and data

  • The agent asks HubSpot for: contacts, companies, deals and tickets (read and write) and owners (read). Nothing else.
  • Access tokens are stored encrypted and used only while answering your request. HubSpot enforces your own user permissions on every call.
  • To disconnect, ask Kipwise Agent in Slack to “disconnect my HubSpot”. It deletes the access it stored and revokes it in HubSpot. You can also remove Kipwise Agent in HubSpot under Settings → Integrations → Connected apps.

Using Pipedrive instead?

Kipwise Agent works with Pipedrive the same way: ask in Slack, and every change waits for your Approve. See Pipedrive + Kipwise Agent.

Support

Questions or problems: support@kipwise.com or the Kipwise help center. See also our privacy policy and terms of service.

Put an AI teammate in your Slack

Free trial on install: $2 of AI credit for 7 days on the fast model, or $10 for 14 days with all models on a paid Slack plan or for existing Kipwise customers.

Try free: Add to SlackBook a demo