HubSpot
HubSpot is your firm's CRM of record, and it is the deepest integration in Alpheous. The agents read advisor, firm, prospect, and deal context from HubSpot continuously, and the work they produce flows back so your CRM stays current without anyone retyping. Outbound actions that touch a contact wait for your approval before anything is logged or sent.
What the Agents Do with HubSpot
Advisor and Firm Context
When you ask Alpheous to brief you on an advisor, prep for a meeting, or draft a follow-up, it pulls the relevant contact, firm, and recent activity from HubSpot first. The Sales Assistant uses this for territory recaps and advisor cards; the Account Assistant uses it for relationship health and recent touchpoints. You do not paste in account details: the agent already has them.
Prospect Discovery and Enrichment
The Prospector reads target lists and existing advisor coverage from HubSpot before it goes looking for new firms. New prospects discovered through public sources land back in HubSpot as enriched contact and firm records, ready for review. You approve which discoveries become real CRM records.
Outbound Activity Logging
When Signal Outreach drafts an email and you approve it, the send and its reply land against the right contact in HubSpot automatically. Meeting briefs, transcripts, and follow-up notes from the Meeting Assistant attach to the contact and deal record so the next person opening the account in HubSpot sees the full picture.
Account Health and Renewal Signals
Customer Success watches deal stage, engagement history, and recent touch patterns inside HubSpot to surface accounts going quiet, renewal windows opening, and expansion moments. The signals show up in Slack as cards you can act on; the underlying record stays in HubSpot.
Which Agents Use This Connection
| Agent | How It Uses HubSpot |
|---|---|
| Prospector | Reads coverage and target lists; writes back enriched advisor and firm records |
| Signal Outreach | Pulls contact context for drafts; logs approved sends and replies |
| Territory Intelligence | Reads territory coverage and recent activity for the daily territory view |
| Sales Assistant | Reads advisor cards, deal stage, and activity history for briefs and recaps |
| Meeting Assistant | Attaches briefs, transcripts, and follow-up notes to the right contact and deal |
| Account Assistant | Reads engagement history for account health and relationship context |
| Customer Success | Watches deal stage and touch patterns to surface renewal and expansion signals |
| Trigger Monitor | Matches public-record triggers to known contacts and firms in your CRM |
How to Tell It Is Connected
When HubSpot is connected, asking the Sales Assistant or the Account Assistant about a specific advisor in Slack returns accurate, current details from your CRM: title, firm, recent meetings, deal stage. Approved follow-ups from the Meeting Assistant show up on the contact's HubSpot timeline within a few minutes.
If an agent responds that it cannot find a contact you know exists, or if approved activity stops landing in HubSpot, contact support@alpheous.com to confirm the connection.