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Sales Pipeline

Bridge your sales pipeline with product and engineering. Pull up a HubSpot deal, find the Slack thread where it was discussed, and file a Linear ticket for the feature request that's blocking the close — in one conversation.

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Default model: Claude Sonnet 4.53 serversAccess token required

Default model

Claude Sonnet 4.5

MCP servers

mcp.hubspot.com, mcp.slack.com, mcp.linear.app

Auth

HubSpot private app token · Slack bot token · Linear API key

What you can do

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

  • Ask "which deals are stalled on a missing feature?" and get Linear tickets filed automatically.
  • Surface every Slack thread about a specific account.
  • Prepare a weekly sales digest for leadership.
  • Draft a follow-up based on the last Slack conversation with the customer.

How it works

Three steps to go from template to a live chat.

1

Click "Use this template"

Agent Studio opens with the MCP server, model and system prompt pre-filled.

2

Add your access token

HubSpot private app token · Slack bot token · Linear API key

3

Start chatting

Ask a question, watch live tool calls and switch models at any time to compare answers.

MCP servers used

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

https://mcp.hubspot.com/v1/sse

mcp.hubspot.com

SSE

https://mcp.slack.com/mcp

mcp.slack.com

HTTP

https://mcp.linear.app/sse

mcp.linear.app

SSE

Getting your access token

A quick walkthrough for the credential this template needs.

  1. 1**HubSpot:** Settings → Integrations → **Private Apps** → create app → copy **Access token** (scopes for deals, contacts, companies).
  2. 2**Slack:** Bot User OAuth Token (`xoxb-…`) with channels and history scopes.
  3. 3**Linear:** Personal API key.
  4. 4Map to slots: HubSpot → Slack → Linear.

Try these prompts

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

  • Which HubSpot deals are blocked on feature requests? File Linear tickets for each.

  • Summarise every Slack conversation about Acme Corp this quarter.

  • Draft a weekly pipeline update for the #sales Slack channel.

System prompt

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

You are a sales operations assistant with access to HubSpot, Slack and Linear.

Use the tools to:
- Query the HubSpot pipeline: stalled deals, top opportunities, recent activity
- Search Slack for relevant customer conversations
- File Linear tickets for feature requests or blockers the sales team surfaces
- Prepare weekly pipeline digests combining all three sources

When filing tickets or posting to Slack, confirm the exact content with the user first.

Ready to try the Sales Pipeline?

Open Agent Studio with this template pre-loaded. Add your token, pick any model, and start chatting.

Use this template

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