Delegmate for HubSpot

Keeps HubSpot current after every email, call and meeting

An AI teammate with its own Google Workspace account. Connect HubSpot and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About HubSpot

HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences

What it does in HubSpot

Logs calls, emails and meetings against the right contact
Moves deals through the pipeline as they progress
Creates contacts and companies from new conversations
Builds the weekly pipeline summary from your deals

How it works

1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
2
Connect HubSpot
From its Apps tab in a click, with the HubSpot account your team chooses. Or just ask it, and it sends you the link.
3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it in gmail

Built for

Sales Marketing Agencies SaaS and tech

Questions

How does it connect to HubSpot?

From the teammate's Apps tab in a click, or just ask it and it sends you the link. It connects with the HubSpot account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in HubSpot without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own HubSpot seat?

No. It works through the connection your team sets up, so there is no extra HubSpot seat to buy for it.

Is Delegmate made by HubSpot?

No. Delegmate is independent and is not affiliated with or endorsed by HubSpot. HubSpot is a trademark of its owner.