CRM work that actually gets done
Trooper agents connect to HubSpot through Composio OAuth and operate on real CRM records — deals, contacts, companies, tickets, and engagements.
Pipeline health reviews flag stale deals and slipping close dates. Customer prep briefs pull context before QBRs and renewals. Data hygiene audits catch missing fields and duplicate records.
Every CRM action runs as a traced ticket. Sensitive updates wait for your approval before agents write back to HubSpot.
Pipeline intelligence
Agents review open deals, forecast risk, and surface deals that need attention before the week ends.
Meeting prep briefs
Pull contact history, recent engagements, and open tickets into a one-page brief before every call.
CRM hygiene
Audit missing owners, stale records, and duplicate contacts — with fix proposals you approve.
HubSpot playbooks for revenue ops.
Deal stage moves, contact enrichment, and AE handoffs — HubSpot CRM steps traced on the Trooper board.
Forecast gateWhat agents do with HubSpot
Weekly pipeline review
Agent scans open deals, flags stale stages, and posts a summary to Slack.
Pre-call customer brief
Pull HubSpot history for an account before a renewal or QBR meeting.
Post-call logging
Log calls, emails, and next-step tasks to the right deal record automatically.
Connect HubSpot
Credentials save to your private AI server and sync to OpenClaw. Configure in Settings → Plugins after deploy.
- 01
Deploy a Trooper unit and open Settings → Plugins
- 02
Connect HubSpot via Composio OAuth — read and write scopes as needed
- 03
Assign the HubSpot plugin to your sales or ops agent
- 04
Delegate a pipeline review or customer prep task from chat or Slack