Weekdays · 17:00
Keep your CRM notes tidy
Turns email and call notes into clean update rows you approve.
HubSpot agentEvery new record gets a next step.
It starts the moment HubSpot has a new contact, company or deal. It reads the record, writes a short summary with a next step and posts it for your team.
Your first signup includes $50 in free credits.
New record
Tend your HubSpot records
- Reads
- A new HubSpot record
- Grows
- A summary and next step
- Lands in
- Slack
Ask for it once, in plain words.
No flowchart to draw. Describe the job in chat. TulipFarm sets up the agent and its workflow, and shows you both before anything runs.
You
When a new deal is created in HubSpot, read it, write a short summary with a next step, and post it in #sales.
TulipFarm
I made an agent called HubSpot helper and a workflow that starts on a new HubSpot deal. Posting to Slack asks you first. Changing a record needs a Custom MCP connection to HubSpot, and each change asks you first too. Activate it?
ActivateEdit first
One new deal, start to finish.
Every run is saved as an agent task you can open, check and rerun.
- New record
A deal is created in HubSpot
Run startedStarted - Reads
The deal and its contact
1 deal, 1 contact - Reads
Past emails with the contact in Gmail
4 threads - Writes
A summary and one next step
1 summary - Asks first
Post the summary in Slack
Approved - Posts
Message in Slack
DeliveredCompleted
What lands in Slack.
The deal on one screen, with the one thing to do next.
#salesHubSpot helper APP · 10:20
New deal: Website redesign
Who
- A new contact from a company of 40 people.
- First seen through your pricing page.
History
- 4 email threads. The last one asked about timing.
Next step
- Book a 30 minute call this week.
What gets planted.
Three parts you own and can change at any time.
- Agent
HubSpot helper
Knows your deal stages and how to summarize a record.
- Skill
Record summary
Your shape for a summary: who, history, next step.
- Workflow
New HubSpot record
HubSpot starts it. The agent does the rest.
Uses
- HubSpot
- Slack
- Gmail
Add if you use it
Google Calendar- Google Sheets
It reads quietly. It asks before it acts.
Reads without asking
- The new HubSpot record
- Related emails in Gmail
- Your deal stages
Asks you first
- Posting to Slack
- Sending any email
- Changing a HubSpot record
It uses your own connections, so it never sees more than you can.
Grow it your way.
Contacts, companies or tickets
Start from any record type HubSpot can send.
Write back
Add HubSpot as a Custom MCP connection so it can update a note or field after you approve.
Route by size
Post big deals to one channel and small ones to another.
Questions, answered.
Can HubSpot start the workflow?
Yes. A new contact, company, deal or ticket in HubSpot can start it. This part is built in.
How does the agent reach HubSpot for writing?
Through a Custom MCP connection. HubSpot for writing is not built in. You add its MCP server, choose how to sign in (none, OAuth or API key), and review each tool before an agent can use it.
Will it change my records on its own?
No. Reading is quiet. Any change or post asks you first.
New lead row
Route leads to the right rep
Reads each new lead and sends it to the rep who owns that patch.
TablesDeal marked won
Hand off every won deal
Closed-won starts the kickoff card, the intro email and the channel post.
Tables
Every record, one clear step.
Public beta, open to everyone. Your first signup includes $50 in free credits.