A CRM that stays current by itself.
Cedric looks up contacts, companies and deals, keeps them current from what actually happened, and reads the pipeline back in plain words.
$50 in free credits when you sign up. No card needed.
- A CRM is only as good as its worst-maintained deal, and maintenance is the part salespeople skip under pressure.
- Cedric looks up contacts, companies and deals with the history attached, right in the channel.
- Updates trace to something real, a call, a thread, a decision, and wait for a yes before they land.
- Pipeline reporting becomes a sentence: what moved, what stalled, and what the stall is costing.
- The Monday pipeline readout can post itself, the same shape every week.
What can a HubSpot AI agent do?
Every sales team runs the same loop: the work happens in calls and threads, and then someone is supposed to retype it into HubSpot. When they do not, the pipeline lies. A HubSpot AI agent breaks the loop from the chat side: ask Cedric where a deal stands and it looks up the contact, the company, and the deal, with the history that explains them, without anyone opening the CRM.
The write side is where the hours come back. When the call happened, when the thread reached a decision, Cedric proposes the update: the stage change, the note, the next step with a date. You approve it and the record is current, which means the pipeline report stops being a work of fiction assembled on Friday afternoon.
Reporting is the third leg. An AI employee that can read every deal can also tell you, in plain words, what the pipeline actually looks like: what moved this week, what has stalled and for how long, and which promises made in deals have quietly passed their dates.
The deal question
Where are we with Northwind?
Hannah Berg9:14 AM
@Cedric where are we with Northwind?
CedricAPP9:15 AM
Northwind expansion, $18k, stage Proposal, 12 days without movement. Last touch was your call on Aug 16; the notes promise revised terms by the 20th, and those never went out. Two contacts on file, the CFO added last month. I can draft the revised-terms email and log it against the deal.
Looks it up
Contact, company, and deal with the history attached, answered in the channel in seconds.
Keeps it current
Updates proposed from what actually happened and applied on your yes. No Friday retyping.
Reports the pipeline
Movement, stalls, and slipped promises in plain words, on demand or on schedule.
Connect HubSpot in a minute
No setup project, no workflow builder, no field mapping. The flow is the same for every tool Cedric connects to.
- 01
Install Cedric where your team talks
One click. It joins your Slack like any other member, and everyone shares the same Cedric.
- 02
Connect HubSpot from the dashboard
Open the Integrations page and sign in with HubSpot on its own screen. Cedric never sees or stores your password, and you can revoke the connection in one click at any time.
A fresh connection can look but not touch: read-only until you say otherwise.
- 03
Ask in plain words
Back in the channel, try it: "which deals have not moved in two weeks?". You describe the outcome; Cedric picks the HubSpot actions the ask needs. There is nothing to configure.
Connect for the whole workspace so the team shares it, or keep the connection personal. Two accounts are fine too; each gets a short name.
- 04
Let it become routine
Schedule the recurring version of the ask, and let Cedric fold HubSpot into bigger jobs that cross your other tools. Anything that would leave your workspace still comes back as a preview to approve first.
Better in company
The CRM says the follow-up is missing; Gmail is where Cedric drafts it, from the thread that earned it, held for your yes. And the weekly pipeline snapshot can land as a row in Google Sheets, so the trend line builds itself.
Look up, follow up, log, report: one assistant carries the loop the CRM was always waiting for.
Where the limits are
Cedric updates records; it does not invent them. What lands in HubSpot traces to something that happened, and every update waits for a yes. A CRM full of duplicates and dead deals is something it can help you audit, not a mess it fixes with a button.
Cedric sees what the HubSpot connection grants and nothing more. Access is scoped, logged, and revocable from the dashboard, effective immediately.
Nothing sends itself. An email, a post, a change to a record: anything with consequences comes back as a preview for a human yes. That is the design, not a beta caveat.
FAQ
Yes, natively. HubSpot is one of the apps Cedric knows deeply, with a built-in playbook: connect it once from the dashboard and ask in plain words, with no workflow to build and no fields to map. It sits alongside 3,200+ other connectable apps.
Yes: from the call it attended or the thread that settled things, it proposes the stage change, the note, and the next step, and applies them when you approve. The record catches up with reality the same day.
Yes. Schedule it and the readout posts to the channel: what moved, what stalled, what needs a decision. Same shape every week, zero assembly.
No. Properties, pipelines, and permissions stay configured in HubSpot by your team. Cedric works inside the structure you chose; it does not redesign it.
Connect it for the whole workspace and everyone shares it, with one person authorising once. A connection you would rather not share, a personal inbox for instance, can stay personal to you.
Yes, and it starts that way: a fresh connection can look but not touch until you say otherwise. Even with write access granted, anything that changes or sends waits for an approval.
Every workspace starts with $50 in credits, free, no card. Each task consumes credits in proportion to the work involved. See pricing for the plans.
Stop paying the CRM tax.
Install Cedric, connect HubSpot, and let the pipeline report itself while the records stay true.
100K credits ($50) on sign up. No card needed.