CRM & deals
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.
What agents do with HubSpot. Recurring jobs, checked every run.
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.
Connect HubSpot. A few minutes, once.
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.
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.
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.
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.
Or provision it over the API (see the Connections API docs):
curl https://api.openhelm.ai/v1/connections/links \
-H "Authorization: Bearer oh_live_..." \
-H "Content-Type: application/json" \
-d '{ "provider": "<provider id>", "name": "HubSpot" }'
# Returns a short-lived hosted link. Open it once to authorise,
# then poll GET /v1/connections until it shows as authenticated.Questions
Will the agent change CRM records without asking?
Only if you tell it to. Each job carries an autonomy level: at lower levels the agent proposes changes as a reviewable list, and at the highest level it applies them directly, with a full change log either way.
How does OpenHelm connect to HubSpot?
Through a scoped OAuth grant: you sign in to HubSpot once via a hosted connect flow, in the OpenHelm app or via a connect link minted with POST /v1/connections/links. OpenHelm stores no passwords, the grant is limited to what your jobs need, and you can revoke it at any time.
Can the jobs run on a schedule without me?
Yes, that is the point. Jobs run once, on an interval, or on a cron expression. A scheduler fires them, a watchdog times out anything hung, and a separate evaluator checks each run actually advanced the goal. You approve the plan before anything runs for the first time.
Is my HubSpot data safe?
Each run executes in an isolated cloud sandbox with scoped, revocable credentials and no middle-layer copy of your data. Every action is logged per run, results come back with evidence, and the agent never fabricates data it could not verify.
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