HubSpot

Unlocking the Power of HubSpot with Assista

Connecting your HubSpot account to Assista transforms your CRM from a manual database into a fully automated sales and marketing engine. Free yourself from the time-consuming, repetitive tasks of data entry, lead management, and pipeline updates.

Whether you're a solopreneur tracking new leads, a consultant managing client relationships, or a startup founder scaling your sales process, you can streamline your operations and ensure no opportunity is missed, all with simple, natural language commands.

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Key Actions

These are the core actions Assista can perform with your HubSpot account, giving you the building blocks to create powerful automations. With over 150 actions available, you can manage every aspect of your CRM data.

• Create Contact/Company: Automatically generate new contact and company records from emails, forms, or spreadsheets.
• Create Deal: Instantly create new deals and assign them to the correct pipeline and stage.
• Update Record: Modify any property on a contact, company, or deal to keep your CRM data perfectly up-to-date.
• Search Records: Find any record or group of records based on specific criteria to use in your workflows.
• Create Association: Automatically link contacts, companies, and deals together to maintain a clean and organized CRM.

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Begin using HubSpot templates today to unlock more from your business tools and reduce manual effort!