HeyBobA HubSpot AI agent that asks before he writes.
Bob searches your contacts, companies and deals, flags messy records, logs the emails that matter as notes, and asks before he changes your CRM. In the HeyBob app on Mac, Windows and Linux, or in Slack.
- Your own HubSpot access
- Asks before every change
- A receipt on every job
What Bob can do in HubSpot.
Contacts, companies and deals. He uses the access of the person who connected HubSpot, so its permissions still apply.
Search and read
Find contacts, companies and deals by name, email, domain or any text, and read the full record.
Create a contact
From an email, a call or a conversation.
Update a deal, add a note
Move a stage, change the amount or close date, or add a note to a contact, company or deal.
A wrong write costs more than a wrong answer.
CRM records drive forecasts, commissions and client reports. So when you ask Bob to create a contact, change a deal or add a note, he shows a card first that names the record and the exact change, with Approve, Always allow and Deny. In Slack the card also has Edit, to change a field once before it is written.
Choose Always allow when you trust a kind of change, like adding notes. On a scheduled job nobody is there to press a button, so Bob tells you up front which apps the job will use and whether it may change anything, and you agree once. How approvals work.
“Please clean up my messy CRM.”
A fair thing to ask. Here is what Bob does about it, and what he leaves to you.
“Find contacts that look like duplicates, by name or email domain. List deals with no close date or amount, and deals with no note in two weeks. Group it all by owner.”
He posts the list. Then you choose what to fix.
Fills the gaps
A missing close date or amount, or a stalled stage, fixed after you approve each change.
Leaves context
A note on the record saying what was found or changed, so the next person knows.
Finds, never merges
He lists them. He does not merge or delete records, so a person does that in HubSpot.
Ask for the same list every Monday and it becomes a schedule. A week with nothing new posts nothing.
The emails that never reach the CRM.
A reply from a prospect, a client asking for a change, an intro from a partner. Bob can close that gap.
“Watch my inbox for replies from people at companies we have open deals with. Log a short note on the matching deal in HubSpot.”
- On Gmail, Bob watches your inbox for the emails you describe. When one arrives he reads it, finds the contact or deal, and adds the note. More on Bob and Gmail.
- On Outlook or anything else, forward the emails to an address Bob gives you, and he does the same.
- You agree once, when you set up the watch. Rather check each note first? Ask him to post the draft note instead of adding it.
- No match? He says so and can draft a new contact for you to approve. When there is nothing to do, he stays quiet.
Five more things teams hand him.
“Brief me on Acme before today’s call: the HubSpot company and deal, the latest email thread, and what we promised last time.”
Everything you need, in one message.
“Which deals have gone quiet for two weeks? Group them by owner and post it in #sales every Monday.”
A standing list, on a schedule.
Record the call in the HeyBob app, no bot joins, then: “Turn these notes into a HubSpot note on the Acme deal, with the next steps and who owns them.”
The note says what was actually agreed, with a name on every line.
“Move the Acme deal to contract review and set the close date to the end of the month. Don’t change the amount.”
He shows the exact change and waits for your OK.
“Build me a page with open pipeline by stage and this month’s won deals, and keep it updated every morning.”
A live page only your signed-in team can open, unless you add a public link. How pages work.
Agencies use the same page for monthly client reports.
Connected in a minute.
Tell Bob to connect HubSpot.
Open the link he posts and sign in to the HubSpot account he should use.
Review what HubSpot says he can reach.
Come back and ask again. The job picks up from there.
Each person connects with their own HubSpot user, so Bob never quietly borrows someone else’s access. Work in more than one HubSpot account, as many agencies do? Connect each one and tell Bob which you mean. More on connecting apps.
Limits worth knowing.
- Permissions still apply. He cannot see records or fields the connected HubSpot user cannot.
- The changes are specific. Create a contact, update a deal, add a note. No merging, deleting or bulk edits.
- Use your own names. Ask for custom fields and pipeline stages the way they are named in your HubSpot.
- He can be wrong. Keep approvals on until you have checked his work for a while. If he gets a job wrong, the redo is free.
What it costs.
No per-seat charge, so the whole sales team can use Bob. Flex is $75 a month for 40,000 credits per workspace, half price through December 31, 2026. A spending limit keeps the bill inside a number you choose, and every job shows its cost. New workspaces start with $100 of work, on us. See pricing. Weighing other agents? Compare HeyBob with Viktor, Lindy or Slack AI.
Common questions.
Is there a HubSpot AI agent that works in Slack?
Yes. Bob, the AI employee from HeyBob, connects to HubSpot and works in Slack and in the HeyBob app for Mac, Windows and Linux. Ask him in plain words to find contacts, companies or deals, read a record, create a contact, update a deal or add a note. He asks before every change you request in chat.
What can Bob do in HubSpot?
Search contacts, companies and deals, read any of those records, create a contact, update a deal (stage, amount, close date and other fields) and add a note to a contact, company or deal.
Can Bob clean up duplicates in HubSpot?
He can find them. He lists likely duplicates, records missing key fields and deals that have gone quiet, and fixes deal fields or adds notes after you approve. He does not merge or delete records, so merging stays in HubSpot.
Can Bob log inbound emails to HubSpot automatically?
Yes. On Gmail he watches your inbox for the emails you describe. On Outlook, forward them to an address Bob gives you. You agree to the HubSpot notes once, when you set up the watch, or ask him to post each draft note for you to check first.
Whose HubSpot access does Bob use?
The person who connected HubSpot. If that person cannot see a record or field, neither can Bob. You can connect more than one HubSpot account and tell Bob which one you mean.
Does Bob change HubSpot without asking?
Not when you ask him in chat: creating a contact, updating a deal and adding a note all ask first. A scheduled job or inbox watch changes HubSpot only if you allowed it when you set it up.
Hand Bob the CRM cleanup list.
$100 of work, on us. Set up in 2 minutes.