Hubspot
Sync Revo with your HubSpot for CRM and marketing automation.
What It Is
Revo connects to your HubSpot account to read contacts, deals, companies, emails, and tasks, then transforms your CRM data into searchable, actionable intelligence that powers sales and customer engagement.
What It Unlocks
- Search your entire HubSpot CRM using natural language across all contacts, deals, companies, activities, and custom properties
- Auto-sync sales data with Revo's intelligence modules, pipeline stages, engagement timelines, deal risks, and customer interactions
- Cross-reference HubSpot records with Slack discussions, meetings, user feedback, product usage (Mixpanel), and support tickets (Freshdesk)
- Trigger workflows based on HubSpot events like deal stage changes, new contacts, task deadlines, or engagement score updates
- Auto-generate insights from CRM data, detect pipeline bottlenecks, surface hot leads, and track sales team performance
How to Use It for Emails
When drafting email replies, Revo automatically pulls relevant HubSpot context:
- "What's the status of Deal X?" → Revo checks HubSpot for current stage, recent activities, and associated contacts
- "Has Contact Y engaged recently?" → Revo searches HubSpot for email opens, meetings, and engagement scores to inform personalization
- Includes source links to HubSpot deal or contact records so recipients can see full CRM context
Result: Emails grounded in real CRM data, no more "I think they're interested" or missing interaction history.
How to Use It from Chat
Ask questions directly in Revo:
- "Which deals are in proposal stage?"
- "Show me all contacts from Company Z"
- "What's the win rate for enterprise deals this quarter?"
Revo searches across HubSpot records and activities, delivering answers with links, stage details, and values.
How to Use It in Workflows
Trigger workflows FROM HubSpot:
- Deal moves to "Proposal" → Pull deal details and contact timeline → Draft personalized proposal email with ROI context → Schedule demo meeting → Notify sales team → "Deal ID 123 advanced, ready for proposal"
- New contact added → Enrich with company data → Check for similar existing deals → Create nurture task → Post to #sales → "New lead from marketing: Account W, high fit score"
- Engagement score drops → Analyze recent interactions → Flag for re-engagement → Create follow-up task → Alert account owner → "Contact ID 456 engagement down 40%, last activity 2 weeks ago"
Update HubSpot FROM other sources:
- Meeting completed (Google Calendar) → Log activity in HubSpot timeline → Update deal stage if progressed → Attach meeting notes → Notify rep
- Support ticket resolved (Freshdesk) → Add positive engagement note to HubSpot contact → Boost health score → Flag for upsell opportunity
Generate insights FROM HubSpot:
- Weekly pipeline report → Query deal stages, values, conversion rates → Post to #sales → "Pipeline value $2.5M, 8 deals closing this week, average cycle 45 days"
- Lead quality analysis → Analyze sources, conversion by segment, lost deals → Share with marketing → "Inbound leads convert 25% higher than outbound, focus on content"
Tasks Revo runs in Hubspot
Client communication
Draft a proactive renewal conversation
Pull usage trends, support volume, and prior QBR notes, then draft the warm renewal opener that anticipates the customer's questions.
Client communication
Draft the follow-up after a discovery call
Recap the call, restate the prospect's priorities, attach the right collateral, and propose the next step. minutes after the call ends.
Drafting
Assemble the board pre-read 48 hours before the meeting
Revo pulls metrics, past decks, and team-submitted inputs into a board-ready pre-read. so the meeting actually drives decisions.
Client communication
Respond to a scope or price question on an existing proposal
Revo opens the original proposal, reads the question, and drafts the answer with the right scope language and the right price tied to it.
Internal coordination
Respond to a sales question about an account
Revo pulls customer state, recent activity, and CSM context to answer AE questions about accounts they're working.
Matter management
Prep for the discovery call with a prospect
Twenty four hours out, Revo pulls company research, prior outreach, and ICP context into a discovery brief.
