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"

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