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HubSpot + Globster
Hand over the account context.
Prepare account handoffs from contact history, using the account and information you authorize.
Create your first agentExample task
Prepare account handoffs from contact history.
- You provide
- The HubSpot account history and your Notion handoff template
- The agent prepares
- A handoff covering account objectives, commitments, and open questions
Try this brief
Tell the agent what the result should include.
Use the account history and our handoff template to prepare objectives, commitments, and unresolved questions. Show me the draft.
Connect
Authorize your account in Apps.
Scope
Choose the source material and describe the expected output.
Review
Check the result and any proposed changes.
Available actions depend on your account permissions and enabled capabilities.
Put HubSpot to work with your agent.
Start with a task, or talk to us about your company’s requirements.