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. 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. A completed Voice Outreach call mirrors the same way: the outcome and recording land on the contact once the call is done.
Stalled Deals and Quiet Contacts
The Sales Assistant watches HubSpot for deals that have stopped moving and contacts who have gone quiet, then proposes a ready-to-send re-engagement email for each one. The signal and the draft show up together as a card in Slack; 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, recaps, and stalled-deal signals |
| Meeting Assistant | Attaches briefs, transcripts, and follow-up notes to the right contact and deal |
| Voice Outreach | Mirrors the outcome and recording of a completed call to the contact |
| 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 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.