An AI agent that keeps HubSpot clean and moving.
Connect HubSpot and an OpenHelm agent can tidy records, enrich contacts with researched context, chase deals that have gone quiet, and send you a pipeline digest on schedule. It uses a real browser for research and writes back through your scoped HubSpot credential, with every change logged.
Recurring jobs
What an OpenHelm agent can do with HubSpot.
Each of these runs as a scheduled, self-correcting job: you describe it in plain English, approve the plan once, and an independent evaluator checks every run against the goal.
Weekly pipeline digest
Every Monday, summarise deal movement by stage, flag deals with no activity in 14 days, and email the digest to the sales lead.
Contact enrichment
For new contacts, research the person and company on the open web with a real browser and fill in role, company size and context fields, citing sources.
Stale-deal follow-up drafts
Find open deals awaiting a customer reply and draft a follow-up email for each owner to approve and send.
Data hygiene sweep
On a schedule, spot likely duplicates, missing owners and malformed fields, and compile a fix list, or apply safe fixes at higher autonomy.
Get started
Connect HubSpot in minutes.
- 1
Connect HubSpot
Add HubSpot under Connections in the OpenHelm app and complete the hosted sign-in, or mint a connect link programmatically with POST /v1/connections/links.
- 2
Describe the job in plain English
Tell OpenHelm what you want done and how often. It drafts a plan with a schedule, the tools it will use, and a clear definition of done.
- 3
Approve the plan
No job fires until you have reviewed the plan. Set the autonomy level to control whether writes execute directly or queue for your approval.
- 4
It runs, self-checks and reports
Runs execute in isolated cloud sandboxes on schedule. An independent evaluator scores each run against the goal, and results arrive as logs, emails or data-table rows.
For developers
Or provision the connection over the API.
curl https://api.openhelm.ai/v1/connections/links \
-H "Authorization: Bearer oh_live_..." \
-H "Content-Type: application/json" \
-d '{ "provider": "<provider id>", "name": "HubSpot" }'
# → a short-lived hosted link; open once to authorise, then
# poll GET /v1/connections until it shows as authenticated.
# Provider ids are listed in the Connections API docs.The same connections back runs started over REST. See the AI agent API and the Connections API docs.
Related ways to put agents to work with HubSpot:
Common questions about the HubSpot integration
Put an agent to work in HubSpot this week.
Connect once, describe the job, approve the plan. From then on it runs on schedule, checks its own work, and reports back with evidence.