HubSpot
Official
CRM & sales
0.4.1
Installable package
MCP server for Task Machine agents. Read and update contacts, deals, and tickets in your CRM.
Playbooks that use HubSpot
Ready-made setups that put HubSpot to work — install the agents, workflows, and documents for the job and run it with approvals.
CRM hygiene & pipeline maintenance
- Trigger
- On the “CRM hygiene sweep” schedule.
- Job
- Audit records and stages, score the pipeline and triage leads, draft the cleanup plan.
- Outcome
- A prioritized CRM cleanup plan ready for approval.
~3.3 h saved / week
2 Agents
1 Team
1 Workflow
Closed-lost deal resurrection
- Trigger
- On the “Review closed-lost resurrection candidates” schedule.
- Job
- Load closed-lost history, research changed conditions, draft exact outreach.
- Outcome
- A verified reactivation cohort with personalized outreach drafts.
~5 h saved / week
3 Agents
1 Team
2 Workflows
Cold email & sales pipeline assistant
- Trigger
- On the “Weekly outreach run” schedule.
- Job
- Qualify prospects, draft outreach, revise.
- Outcome
- A qualified pipeline with personalized outreach drafts.
~4.5 h saved / week
2 Agents
1 Team
2 Workflows
Customer health & voice-of-customer pulse
- Trigger
- On the “Customer health pulse” schedule.
- Job
- Gather signals, cluster into themes, score health, write the pulse and task proposals.
- Outcome
- A verified customer-health report with prioritized interventions.
~3.3 h saved / week
2 Agents
1 Team
1 Workflow
Marketing revenue attribution
- Trigger
- On the “Review marketing revenue attribution” schedule.
- Job
- Load complete source populations, reconcile identities and revenue.
- Outcome
- A reconciled attribution report with bounded recommendations.
~5 h saved / week
3 Agents
1 Team
1 Workflow
Stalled-deal nudger
- Trigger
- On the “Stalled-deal sweep” schedule.
- Job
- Scan for stage stalls, research what changed, draft per-deal follow-ups.
- Outcome
- A prioritized deal queue with tailored follow-ups ready for approval.
~2.3 h saved / week
2 Agents
1 Team
1 Workflow
Weekly pipeline review
- Trigger
- On the “Weekly pipeline review” schedule.
- Job
- Compile the week's movement, draft the brief with risks and focus picks.
- Outcome
- A verified pipeline brief with risks and weekly focus.
~2 h saved / week
3 Agents
1 Team
1 Workflow