Ask plain-English questions about your HubSpot data

Chat with an AI assistant that searches your HubSpot contacts and deals and answers in plain English.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig(("user asks a question")):::human s0["interpret question and pick record type"]:::task s1["search HubSpot for matches"]:::svc s2["format plain-English answer"]:::task trig --> s0 s1 --> s2 gx{"× contacts or deals"}:::gate s0 --> gx p00["query contact records"]:::task gx -->|"search contacts"| p00 p10["query deal records"]:::task gx -->|"search deals"| p10 jn{"○ return matched records"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"plain-English answer about CRM data"/]:::out pay{{"finds records without manual searching"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceA personOne path onlyPaths rejoinResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsCRM & Sales PipelineTranslation & Localization
Connects
HubSpotGoogle Gemini

The problem it solves

Finding the right contacts or deals in HubSpot means clicking through filters and remembering exact field names. You just want to ask a question and get an answer, not build a report.

Who it fits

Sales reps, account executives, and operations staff who use HubSpot daily.

How it works

  1. You type a question in the chat
  2. AI figures out whether to search contacts or deals and which filters to use
  3. HubSpot is searched live for matching records
  4. AI remembers earlier questions so you can refine the search
  5. You get a plain-English answer with the matching records
What you get

Answers about your pipeline in plain English

You can ask plain questions about your contacts and deals and get clear answers pulled straight from your HubSpot data.

What you get

A plain-English answer listing the matching HubSpot contacts or deals.

What you need

A HubSpot account and a Google Gemini account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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