CRM & sales

HubSpot agents

Connect HubSpot to Forge and describe the job in plain words. Forge reads your contacts, deals, and tasks, does the work, and reports back to Slack, email, or your calendar on a schedule or on demand. No workflows to wire up, no code. Here are the agents sales teams forge most.

Alerts

New lead and contact alerts

Every new lead announced the moment it lands in your CRM.

Every 10 minutes

HubSpot

Slack

Stale deal nudge

Catch deals going quiet before they go cold.

Daily at 10:00 AM

HubSpot

Slack

Deal won celebrations

Every closed-won deal announced where the team can cheer.

Every 10 minutes

HubSpot

Slack

Inbound lead triage

New leads summarized, scored, and routed to the right rep.

Every 30 minutes

HubSpot

Slack

Digests

Deal stage digest

See your whole pipeline by stage, delivered every morning.

Daily at 8:00 AM

HubSpot

Morning pipeline summary

The health of your pipeline, posted before the day starts.

Weekdays at 8:00 AM

HubSpot

Slack

Weekly sales roundup

A tidy recap of pipeline movement, posted every Friday.

Fridays at 4:00 PM

HubSpot

Reminders

Contact follow-up reminders

A nudge for every contact that is due for a touch.

Weekdays at 9:00 AM

HubSpot

CRM task reminders

The tasks due today, in front of every rep before they start.

Weekdays at 8:30 AM

HubSpot

Reviews

Sales meeting prep brief

Walk into every sales call already knowing the account.

Weekdays at 7:30 AM

HubSpot

Google Calendar

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These are just starting points. Tell AgentBand what you want in a sentence and connect HubSpot. Your agent runs on a schedule or on demand.

Build a HubSpot agent