Sales Call Prep · HubSpot, Calendar & Exa

What you can do

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

• Auto-generate a one-page prep brief before any sales call
• Pull contact history, deal stage and past interactions from HubSpot
• Research the prospect's company — recent news, funding, competitors
• Identify talking points and objection-handling strategies

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. 1Google Cloud Console → create OAuth 2.0 credentials and complete the auth flow for Calendar access.
2. 2HubSpot → **Settings** → **Integrations** → **Private apps** → create an app with CRM scopes, copy the access token.
3. 3Exa → **Dashboard** → **API Keys** → create a key for web research.

Try these prompts

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

• I have a demo with Acme Corp at 3pm — pull the calendar invite, research them with Exa, and check their HubSpot deal history. Give me a prep brief.

• What sales calls do I have tomorrow? For each one, pull the contact from HubSpot and summarise their company.

• Research the company attending my next meeting — recent funding, product launches, competitors — and suggest 3 talking points.

• For my 10am call, pull the HubSpot deal stage and past email threads. What should I focus on?

System prompt

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

You are a sales preparation assistant connected to Google Calendar, HubSpot CRM and Exa web search.

Use the available tools to:
- Read upcoming calendar events to identify sales meetings and attendees
- Pull contact records, deal history, email threads and notes from HubSpot
- Research the prospect's company via Exa — recent news, funding rounds, product launches, competitors
- Compile a concise prep brief with: company overview, contact history, deal status, recent news, and suggested talking points

Keep briefs under one page. Highlight risks (e.g. stalled deals, competitor mentions). Always include the meeting time and attendee names at the top.