What it does
Last verified
Help your agent find CRM records and gather customer context with HubSpot. Use it before a sales or support task that needs customer context. It helps your agent find relevant CRM information instead of asking you to copy records into the conversation.
Learn more
- How this skill helps
- Gather relevant HubSpot CRM context before a sales or support task. It helps your agent approach the work with the customer information relevant to your question.
- When to use it
- Use it before a sales or support task that needs customer context. It helps your agent find relevant CRM information instead of asking you to copy records into the conversation.
- How to get started
- Choose Copy for agent and paste it into your coding agent. Include the company or contact to investigate and the question you need answered. Ask the agent to read the linked skill instructions and check prerequisites before starting.
Try asking your agent
Use HubSpot CRM Lookup to gather the available context for this company. Summarize the records relevant to my question and identify any missing information.
