AI Agent for CRM Workflows

Build a Smarter, Self-Updating CRM with AI Agents

Your CRM can now manage itself. Assista’s AI agents work with HubSpot and your other business tools to automatically create and update records, log activities, and keep your entire pipeline organized, giving you a truly reliable single source of truth.

For busy founders and sales teams, the CRM is the heart of the business, but keeping it clean and up-to-date is a constant struggle. Manually entering new contacts, logging emails, and updating deal stages is a repetitive process that takes time away from building relationships and closing deals.

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Automate Your CRM Without Writing Code

With Assista, you can build powerful CRM automations in minutes using simple, natural language. You don’t need any technical expertise. Just tell your AI agent how you want to manage your data, and it will connect HubSpot and your other tools to create powerful, automated workflows.

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Why Should You Automate Your CRM with Assista?

• Capture and Create Contacts Automatically: Your AI agent can monitor your inbox for new leads or scan form submissions. It can then automatically create a new, detailed contact record in HubSpot, ensuring no potential customer is ever missed.
• Keep Your Deal Pipeline Updated in Real Time: Eliminate the need to manually update deal stages. When a contract is signed in DocuSign, your AI agent can automatically move the corresponding deal in HubSpot to "Closed-Won" and notify your team.
• Connect Your Entire Customer Workflow: Assista acts as the bridge between HubSpot and all your other tools. You can create workflows where a new deal created in HubSpot automatically generates a project folder in Google Drive and a new channel in Slack for the client.

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Ready to build a more powerful and connected CRM? Getting started is simpler than you think. We have prepared several ready-to-use automations designed specifically for managing your customer data in HubSpot and connecting it with your favorite tools.