SendToTeam + HubSpot Integration

HubSpot is the CRM that growing teams rely on to manage contacts, track deals, and run marketing campaigns. The SendToTeam + HubSpot integration connects your AI employees to your HubSpot data so they can craft personalized outreach, generate pipeline reports, and keep your CRM updated — all while you maintain approval authority over every action.

Your AI outreach employee can access contact properties, deal stages, company information, and engagement history from HubSpot to write emails that feel personal and relevant. Instead of generic templates, each message references the recipient's industry, recent activity, deal status, and prior interactions. The result is outreach that converts at higher rates because it is grounded in real CRM data rather than guesswork.

On the reporting side, your AI employee can compile HubSpot data into executive summaries, pipeline health reports, and activity dashboards. Need a weekly summary of deals moved, emails sent, and meetings booked? Your AI reporting employee pulls the numbers from HubSpot, formats them into a clear report, and sends it to your review queue every Monday morning.

The integration also supports writing data back to HubSpot. When your AI employee sends an approved outreach email, the activity is logged in HubSpot automatically. Contact records stay current, deal stages can be updated based on response outcomes, and your CRM remains the single source of truth for your sales process without requiring manual data entry from your team.

For teams that have invested in HubSpot as their sales and marketing operating system, the SendToTeam integration amplifies that investment. Your AI employees become power users of your CRM, extracting value from the data you have already built and turning it into action — outreach that gets replies, reports that drive decisions, and a pipeline that stays organized.