1Step 1 of 6
Picks up the new lead
a new contact in HubSpot, checked on a schedule.
Revenue
AI agents for revenue teams
Agents that qualify and route every inbound lead, keep your CRM's revenue in step with billing, and brief reps before every meeting, across HubSpot, Salesforce, Apollo and Chargebee, with your approval before anything reaches a prospect.
Works withHubSpot, Salesforce, Apollo, Chargebee, Slackand 200+ more apps
Your pipeline is only as good as the last person who updated it
Inbound leads wait in a queue while someone looks them up, scores them and works out who owns them.
The CRM says one thing about revenue and the billing system says another, so forecasts start with a spreadsheet.
Reps walk into calls without having read about the company they're meeting.
Each job crosses your CRM, your data provider and your billing system. Agents do the lookups and the updates; your team keeps the conversations.
How the inbound qualification agent works
- 2Step 2 of 6
Fills in the gaps
enriches the person and the company in Apollo.
- 3Step 3 of 6
Scores the fit
compares the lead with your ideal customer profile and explains the score.
- 4Step 4 of 6
Routes it
finds the right owner by your territory rules and updates the contact.
- 5Step 5 of 6
Tells the rep
a Slack message with who the lead is, why they fit and what to do next.
- 6Step 6 of 6
Asks before outreach
enrolment in a sequence waits for the rep's approval.
The agent can't change deal stages or delete contacts: those actions aren't in its toolbox.
HubSpot that matches Chargebee
New subscription
the deal and company in HubSpot are updated with the plan and value.
Upgrade, downgrade or cancellation
the change reaches HubSpot, so revenue reports match billing.
Billing or contact details change
updates flow both ways between Chargebee and HubSpot.
MRR changes
Chargebee's MRR update can drive the figure in HubSpot instead of a manual import.
Chargebee events start the workflow as they happen.
A brief in the rep's Slack before the call
- 1
A meeting with a prospect is booked
in Google Calendar.
- 2
The agent researches the company
profile, recent news and hiring from Apollo, plus a web search.
- 3
It checks your CRM
for open deals and past conversations.
- 4
It sends the rep a one-page brief in Slack.
It changes nothing; it only reads and reports.
The controls your RevOps lead will ask about
Approval before a prospect hears from you
sequence enrolment and outbound messages can wait for the rep.
Pinned fields
owner, deal stage and lifecycle stage stay as your rules set them; enrichment fills in the rest.
Allowed values
limit the territories, owners or sequences an agent can choose.
Run and spend limits
each agent's runs and spend are capped. Credits in Apollo or other data tools are billed by those tools.
A record of every change
the Event Logs show what the agent looked up, how it scored the lead, what it changed and who approved.
Works with your revenue stack
Your crm
- Data and enrichment
- Billing
- Messaging and meetings
Using another tool? Connect any REST API, or, on the Enterprise plan, our team builds the connector within 5 working days.
Revenue templates
Inbound lead qualifier
AI agentEnriches, scores and routes every new HubSpot lead and tells the owner in Slack.
Approval: Before sequence enrolmentUse template Inbound lead qualifierMeeting prep brief
AI workflowSends the rep a one-page brief before every external meeting.
Approval: None (read-only, private message)Use template Meeting prep brief
CRM account enrichment
AI workflowFills in firmographics on every new Salesforce account; owner and stage are pinned.
Approval: NoneUse template CRM account enrichment
Yes. The agent enriches each new contact in Apollo, scores it against your ideal customer profile, assigns the owner and tells them in Slack. Sequence enrolment waits for approval.
Only if you allow it. Templates ask the rep to approve before a contact is enrolled in a sequence.
A workflow updates HubSpot whenever a subscription is created, changed or cancelled in Chargebee, and billing and contact details sync both ways.
Yes. The account enrichment template runs on Salesforce, and the qualification agent can be built on Salesforce leads instead of HubSpot contacts.
Not unless you add that action. In the templates, owner and stage are pinned fields the agent can't change.
HubSpot triggers are checked on a schedule: every minute on the Teams plan, every 2 minutes on Growth and every 5 on Startup.
SOC 2
ISO 27001
GDPR
HIPAA
Bring us last week's inbound leads
We'll build the qualification agent with you on your CRM and data provider, with your scoring and routing rules, and run it on real leads.