 🚨 Proactive deal risk monitoring for sales teams. Automatically analyzes your HubSpot pipeline to identify overdue deals, stalled opportunities, and high-value deals at risk. Get instant alerts with risk scores, revenue impact, and specific action items to save deals before they slip away. Runs on-demand or scheduled every 6 hours.

Hubspot Deal Risk Alert

 🆕 Automatically scores and prioritizes new HubSpot leads using AI-powered qualification.

What it does:
- Pulls all contacts from your HubSpot CRM
- Matches contacts to company data for enrichment
- Scores leads 0-100 based on title, company size, and engagement signals
- Categorizes into Hot 🔥 (80+), Warm 🟡 (50-79), and Nurture 🔵 (<50)
- Assigns leads to sales reps automatically

**Who it's for:**
- Sales teams using HubSpot CRM
- SDRs who need to prioritize outreach
- Sales managers tracking lead quality

Output:
Formatted lead qualification report with prioritized action items.


Hubspot New Lead Qualifier

 Daily customer health monitoring for sales and CS teams. Automatically scores your closed-won customers (0-100) based on engagement recency, open support tickets, and deal value. Identifies critical accounts needing immediate attention, at-risk customers to monitor, and healthy accounts. Perfect for Customer Success Managers, Account Executives, and Sales Leaders who want to prevent churn and prioritize outreach.

**What it analyzes:**
- 📊 Engagement: Days since last contact activity
- 🎫 Support: Open ticket count and priority levels  
- 💰 Value: Deal size and revenue at risk

**Output:** Executive dashboard with health scores, prioritized action items, and trend insights.

Hubspot Customer Health Snapshot 

This agent connects to your HubSpot CRM and generates a daily sales standup report that delivers clear pipeline visibility, highlights deals closing soon, flags stalled or at-risk opportunities, and summarizes rep performance and new leads. It also identifies support tickets blocking revenue, reviews recent wins and losses, and provides specific action items tied to deal values. Designed for sales leaders, sales ops, account executives, and revenue teams, it replaces manual reporting with fast, AI-driven insights using live HubSpot data. Setup requires a one-time connection, after which the agent can run on-demand or on a schedule to deliver actionable updates.

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Associated Agents

Hubspot Deal Risk Alert

Hubspot New Lead Qualifier

Hubspot Customer Health Snapshot

Hubspot Sales Ops Brief