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HubSpot is an inbound marketing, sales, and CRM platform. Connected to WPOS, it lets the agent capture leads from your site into HubSpot, create deals and contacts, and trigger follow-up emails, all from the chat beside your site’s live preview. Category: CRM and sales Actions available: 229+

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What you can do

  • Create and update contacts and companies
  • Create deals and move them through stages
  • Create and send marketing emails
  • Archive records you no longer need

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Example requests

Once HubSpot is connected, ask in the Command Center: 
When someone submits the contact form, create a HubSpot contact and a new deal.
Create a HubSpot email campaign for the leads we captured this month.

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Connect it

HubSpot connects from your account in one step. See Connectors for the connect flow (a one-click sign-in or an API key), then ask the agent to use it.