Deploy an AI Sales Agent that connects HubSpot, Gmail, and your internal documents to streamline sales workflows. This AI sales automation prepares deal briefs, surfaces competitive insights, and delivers real-time pipeline reports helping your team spend less time searching and more time closing deals.
Before every meeting, reps dig through HubSpot, past emails, and shared docs to piece together the prospect's story. Multiply that by 20 meetings a week and you've lost a full day.
Battle cards live in a Google Drive folder nobody checks. By the time someone updates them, the competitor has already shipped something new. Reps go into calls blind.
Deals are in HubSpot, notes are in Google Docs, next steps are in Slack threads. 83% of AI-using sales teams grew revenue last year — vs 66% without. The difference is data access.
Before any call, AI pulls the deal from HubSpot, searches Gmail for recent threads with the prospect, and finds relevant docs in your Drive — all in one agentic loop. You get a brief with deal history, email context, and related documents. Seconds, not 30 minutes.
Connect the drives and wikis where your battle cards, competitor docs, and market reports live. AI indexes everything and keeps it searchable. When docs change, webhooks auto-reindex — your reps always have the latest intel. Ask "What's competitor X's pricing?" and get an instant, cited answer.
AI reads your HubSpot deals — amounts, stages, close dates — calculates totals by stage, identifies stale deals, and outputs the report to Google Sheets or Airtable. Schedule it weekly or monthly, delivered to Slack or email. No more manual CRM exports.
AI doesn't just read your CRM — it writes to it. Create new deals, update deal stages, log activities, add contacts, and manage companies directly from chat. Works with HubSpot and Airtable. Every action uses your approval controls.
Define the steps in plain language. Attach the tools. Choose a trigger. AI executes the entire workflow — with approval controls on every action.
Link the apps your team already uses — Google Drive, Slack, Jira, HubSpot, and more. One-click OAuth, no engineering needed.
Choose which folders, spaces, or projects matter. Promptev builds a live knowledge base that stays in sync automatically when files change.
Your team chats with an AI that knows your data, speaks your language, and takes action across your connected tools.
Connect HubSpot, email, and your docs — AI handles the prep, you handle the close.
Yes. Connect HubSpot, Salesforce, Pipedrive, or any CRM via HTTP tools or MCP client. AI pulls deals, searches Gmail for recent threads, and finds relevant docs in your Drive — all in one agentic loop. Brief in seconds, not 30 minutes.
Connect the drives and wikis where your battle cards live. When documents change, webhooks auto-reindex — your reps always have the latest intel. Ask "what's competitor X's pricing?" and get an instant, cited answer.
Yes. Via HTTP tools or MCP client, Promptev connects to any CRM or tool with an API — HubSpot, Salesforce, Pipedrive, Airtable, you name it. Create deals, update stages, log activities, and manage contacts directly from chat. Every action uses your approval controls.
AI connects to your CRM via HTTP tools, reads deal data — amounts, stages, close dates — calculates totals by stage, identifies stale deals, and outputs to Google Sheets. Schedule weekly or monthly, delivered to Slack or email.