Joe works in HubSpot.
Contacts created, deals moved, conversations logged on the record, while the customer is still in the chat. He answers the customer and does the HubSpot work in the same breath.
400 credits on us for 7 days to decide if he keeps the job.
One conversation. The HubSpot work, done live.
Watch the left side: a customer writes in. Watch the right side: HubSpot fills itself in as Joe answers. That is the whole product.
Can you quote a repair after the storm? Tiles came off.
We can. I can book a free survey first, is Tuesday 9:00 ok?
Tuesday works. Do I need to be home?
Booked for Tue 09:00, and yes please. Summary sent, Dan.
Contact + deal · HubSpotContactDan Keller, Keller RoofingSourceWhatsAppDealStorm repair surveyStageSurvey booked, Tue 09:00ActivityConversation loggedWritten by Joe, mid-conversationNot a sync. A colleague.
Integrations usually move data after the fact. Joe uses HubSpot during the conversation, so the customer gets the answer and the record is already right.
Creates and updates contacts and deals as people write in
Logs the conversation on the record automatically
Moves deals along the pipeline when the customer says yes
Real conversations, real records.
“Can you quote a repair after the storm?”
Joe qualifies the job, books the survey, and HubSpot gets a contact and a deal with the conversation logged, before the competitor picks up.
“What would a retainer look like for us?”
Joe answers from your packages, creates the contact, opens a deal at the right stage, and hands your team a warm, documented lead.
“We are ready to go ahead with the annual plan.”
Joe confirms the details and moves the deal to closed-won territory your rules allow, with the paper trail attached.
Three steps, no code.
Connect HubSpot
One authorisation in the dashboard. No API keys to paste, no middleware to host, nothing to deploy.
Tell Joe when to use it
In plain language, like briefing a new hire: "log every enquiry", "only book in the afternoon diary". No flow charts.
Joe acts mid-conversation
From then on Joe reads and writes in HubSpot while the customer is still talking, and the record is done before the goodbye.
Any channel in. HubSpot updated.
Whichever way the customer arrives, the HubSpot side is handled the same way, with the same rules.
See every channel →Are you open Sunday? I would like a Clio.
Yes, 9 to 6. A Clio is £78 for the day. Shall I book it?
Need a quote on 3 vans for two weeks in August.
Quote sent. 3 vans, 14 days, with the long term discount.
How much for a deep clean on a 3 bed?
£185, or £155 with a monthly visit. Saturday is free.
Running late, can I move my 3pm?
Moved to 4:30 and confirmed. See you then.
Do you cover Bordeaux for a monthly garden contract?
We do. A monthly contract starts at £89. Want the details?
Is the brunch menu on today?
It is, until 3. Want me to book you a table for two?
I need a refund of £240.
Refunds over £200 go to the team. Passing you over now.
I would like to reschedule my delivery.
Done, moved to Thursday morning. Anything else?
Do you take on agency partnerships?
We do. I can set up a call with the team this week.
Where do I buy this kit?
Link is in the description. Ships in 48 hours.
What is the price for the annual plan?
£1,490 with the yearly discount, from the price list.
Has order 4512 shipped?
Yes, this morning. Tracking sent to the customer.
Do you ship to Ireland?
We do, 2 to 3 days. Want the checkout link?
Channel to HubSpot, ready to go
HubSpot questions, answered.
Do I need to build a flow to connect HubSpot?
No. You connect HubSpot once and describe in plain language when Joe should use it. He decides in the conversation, the way a colleague would, so there is no canvas of nodes to maintain when things change.
What if HubSpot is unavailable?
Joe still answers the customer. The action is retried, and if it cannot complete he escalates to your team with the full conversation attached, so nothing is silently lost.
Can I control what Joe is allowed to do in HubSpot?
Yes. You set the rules: what he may read, what he may write, and what always goes to a person first. You can require approval before any action.
How long does setup take?
Connecting a tool takes a couple of minutes. Most businesses are live, answering and acting, in about twenty minutes total.
Joe's ready. Are you?
Connect HubSpot this afternoon. The first record writes itself tonight.
400 credits on us for 7 days to decide if he keeps the job.