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hubspot

HubSpot

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HubSpot

About HubSpot

HubSpot is the customer platform for scaling companies, with AI-powered marketing, sales, and service tools on one shared CRM. Teams use it to grow better, from first touch to renewal.

HubSpot and Gamma

Deals, companies, contacts, and every touchpoint already live in HubSpot. Connect HubSpot in Gamma and the agent can pull that context in when you generate or edit, so a QBR or renewal-risk one-pager is built from current CRM data. Combine it with meeting notes or Slack threads for the full picture, or trigger decks from HubSpot events through Zapier, Make, or n8n.

Use Cases

Quarterly business reviews

Build a QBR for an account from HubSpot deals and recent call summaries.

Renewal-risk one-pagers

Summarize account activity and open issues before a renewal conversation.

Tailored proposals

Generate a proposal deck that reflects the deal stage, contacts, and needs in HubSpot.

Try this prompt

Create a renewal-risk one-pager for Acme from their HubSpot account activity and recent Slack threads in #acme.

How to set it up

  1. In Gamma, go to Settings > My connectors and click Connect next to HubSpot.

  2. Sign in to HubSpot and approve read-only access.

  3. When you generate or edit, open the Connectors menu in Gamma's agent, select HubSpot, and describe what you want.

Thể loại

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