HubSpot's CRM API gives an agent contacts, companies, deals and tickets, and workflows give it a trigger. We build the agent as a private app scoped to the objects its task needs, and hold anything customer-facing for a person.
01Use
Each one does a single job on the CRM API. Reads are broad enough to understand the record; writes are narrow and held.
Reads a new contact and its company, scores it against your criteria, sets lifecycle properties and assigns an owner.
Reads new tickets with their history, sets category and priority, and drafts a reply for the person handling it.
Finds deals with missing amounts, stale stages or no next step, and prepares the updates and follow-up tasks.
02Wire
Five surfaces, all public HubSpot APIs. The agent runs as a private app, so its access is limited to the scopes you approve.
Read access is broad enough to answer the question, write access is narrow, and every write has a gate until you decide otherwise.
| Agent | Reads | Writes | Human gate |
|---|---|---|---|
| Lead qualification | contacts, companies |
Lifecycle properties, owner | Owner changes, outreach |
| Ticket triage | tickets, history |
Category, priority, drafted reply | Every customer reply |
| Deal hygiene | deals, activity |
Properties, tasks |
Stage and amount changes |
03Gate
A held action becomes a task on the record it would change. The owner sees it in their task queue, with the draft and the trace linked.
In HubSpot's own task queue, on the contact, ticket or deal the agent wants to change. No second tool to log into.
The proposed change in full, the record it targets, and a link to the run trace behind it.
Anything sent to a customer, owner changes, and deal stage or amount changes. Property clean-up on internal fields can run once you allow it.
The run stops, the rejection is kept with its trace, and it goes into the eval suite so the agent is tested against it on every change.
04Asked
It depends on the objects the task needs. Tickets need Service Hub and some workflow triggers need higher tiers, so we check your portal before we scope the build.
No. For one company it is a private app in your own portal, holding only the scopes the agent's tasks need. You can revoke it at any time.
It drafts them. Sending stays with a person by default, because outbound email is the action most likely to cause real harm.
Tell us the lead, ticket or deal task your team repeats every day. We will tell you which objects the agent would read, what it would write, and where the task-based gate sits.
