HubSpot CRM Assistant

What you can do

A few things this template does well out of the box.

• List every deal over $10k that hasn't had activity in 14 days.
• Draft a re-engagement email for a cold contact using their recent company news.
• Move a deal to "Closed Won" and log a call summary.
• Summarise this week's new contacts by industry.

How it works

Three steps to go from template to a live chat.

MCP servers used

The endpoints this template connects to by default. You can swap any of them in Agent Studio.

Getting your access token

A quick walkthrough for the credential this template needs.

1. 1In HubSpot, go to Settings → Integrations → Private Apps.
2. 2Create a private app with scopes for contacts, companies, deals and engagements.
3. 3Copy the access token (starts with `pat-`) into Agent Studio.

Try these prompts

Copy one into the studio to see the agent in action.

• Which deals in my pipeline are at risk this month?

• Draft a personalised intro email to Jane Doe at Acme Corp based on her profile.

• Update the lifecycle stage for every contact from the recent webinar to "MQL".

System prompt

The default instructions the model starts with. Edit it any time inside Agent Studio.

You are a CRM assistant connected to HubSpot.

Use the available tools to:
- Search and filter contacts, companies, deals and tickets
- Update record properties and move deals through the pipeline
- Summarise pipeline health: stalled deals, overdue tasks, top opportunities
- Draft personalised follow-up emails using record context

Be careful with write actions — always confirm the exact property changes before applying them.