Review the Sales Pipeline
Review all open HubSpot deals in [pipeline]. Group them by expected closing period, summarize stage, amount, and owner, and flag missing closing dates. Check the deal fields before filtering.
HubSpot
HubSpot AI Employee
Leina connects to HubSpot to help you review deals, prepare customer briefs, and update CRM records. Ask in your team chat. Leina does the work and brings back the result.
Connect HubSpot, choose what to share, and hand off your first task.
Leina + HubSpot Example Result
You
Review all open HubSpot deals. Group those closing this month by stage, and list deals with missing closing dates separately.
Leina
I’ve grouped this month’s deals by stage and listed the records that need a closing date.
HubSpot · Deal review
Monthly pipeline review
Open deals, grouped by closing date and data completeness.
- Closing this month
- Northstar: $18,000, proposal stage. Cedar: $9,000, negotiation stage.
- Needs attention
- Harbor has no closing date and is listed separately from this month’s forecast.
What Is a HubSpot AI Agent?
A HubSpot AI assistant turns CRM records into a sales brief you can act on. It can compare open deals, assemble customer context, or apply the field changes you specify.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
HubSpot
HubSpot keeps customer relationships, sales pipelines, and marketing activity in one platform.
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Read open deals
Search all open deals in the selected pipeline.
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Check closing dates
Read the closing date, stage, amount, and owner.
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Group the forecast
Separate this month’s deals from records without dates.
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Review missing fields
Show the forecast and the fields that need completing.
What to Ask Leina to Do with HubSpot
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Prepare a Customer Brief
Find [contact email] and [company name] in HubSpot. Summarize their profiles and the associations in their records for a meeting brief.
HubSpot
Apply a Contact Update
Read HubSpot contact [record ID], check its field definitions, and update only these fields: [field names and values]. Show the changes made.
HubSpot
Draft a customer meeting email
Read HubSpot contact [contact ID] and company [company ID]. Create a Gmail draft to [recipient email] with the meeting context and these agenda points: [agenda].
HubSpot + Gmail
Your next HubSpot task can start with a message.
Connect. Ask. Get the Result.
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
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Connect Your Account
Connect the tools involved and give Leina access to the content it needs.
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Try a Task
Share the source material, say where the result belongs, and describe what you need.
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Check the Result
Review the result and any changes in the connected app.
Put Leina to Work in HubSpot
Hand off these everyday tasks to your AI employee.
Search Crm Objects
Search and filter HubSpot CRM records for any object type supported by the MCP server.
Get Crm Objects
Fetch one or more HubSpot CRM objects by ID through the MCP server.
Manage Crm Objects
Create or update HubSpot CRM records or activities through the MCP server.
Search Contacts
Search HubSpot contacts with optional filters, sorting, and selected properties.
Get Contact
Get a HubSpot contact by record ID or by a custom idProperty value.
Create Contact
Create a HubSpot contact with the provided properties and optional associations.
Update Contact
Update a HubSpot contact by record ID or by a custom idProperty value.
Search Companies
Search HubSpot companies with optional filters, sorting, and selected properties.
Get Company
Get a HubSpot company by record ID or by a custom idProperty value.
Create Company
Create a HubSpot company with the provided properties and optional associations.
Update Company
Update a HubSpot company by record ID or by a custom idProperty value.
Search Deals
Search HubSpot deals with optional filters, sorting, and selected properties.
Get Deal
Get a HubSpot deal by record ID or by a custom idProperty value.
Create Deal
Create a HubSpot deal with the provided properties and optional associations.
Update Deal
Update a HubSpot deal by record ID or by a custom idProperty value.
List Properties
List or search HubSpot property definitions for an MCP-supported object type.
Get Property
Get a single HubSpot property definition for an MCP-supported object type.
Search Properties
Find HubSpot property definitions for an object type using keyword search.
Get Properties
Get full HubSpot property definitions for an object type.
Search Owners
Find HubSpot CRM record owners by name, email, or owner ID.
Get Campaign Contacts By Type
Fetch paginated HubSpot contact IDs for a campaign filtered by attribution type.
Get Campaign Analytics
Get HubSpot campaign analytics for one or more campaigns.
Get Campaign Asset Types
List HubSpot asset type names available as campaign assets.
Get Campaign Asset Metrics
Get metrics and properties for CRM objects associated with a HubSpot campaign.
Submit Feedback
Send feedback about the HubSpot MCP server experience to HubSpot.
Get User Details
Get the authenticated HubSpot MCP user's account and access details.
Let HubSpot Work with Your Other Tools
Tell Leina which sources to use and where the result belongs.
More Tools for Your AI Employee
Connect the Apps your work depends on, and give Leina the context to carry the task forward.
Keep the Conversation Moving. Let Leina Pick Up the Work.
Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.
See How Leina Works in SlackLeinaExample Result I’ve grouped this month’s deals by stage and listed the records that need a closing date.
Monthly pipeline review
HubSpot + Leina: Your Questions, Answered
What should I include in a pipeline summary request?
Provide the pipeline, date range, and fields to compare. The assistant can organize matching deals and point out missing data; your CRM records determine the detail available.
Can AI update an existing contact?
Yes. Supply the record ID and the exact fields and values to change. The assistant can read the contact and check field definitions before applying the update.
Can I compare campaign performance?
Yes. Provide campaign IDs, a reporting period, and the metrics you want to compare. Results depend on the campaign analytics accessible in your HubSpot account.
Does the connection access every HubSpot record?
Access follows the authorized user and granted permissions. Records or metrics outside that access cannot be included in a summary.
Make Leina Your HubSpot AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect HubSpot, choose what to share, and hand off your first task.