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Prepare meetings and proposals with the history already in the CRM. Below, the actions and events the vendor publishes, what it takes to start and where this fits into the work.
HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences
Description and action names are the ones the vendor publishes, in English; action descriptions are shown summarized. Skyller does not alter that content.
294 ACTIONS
published by the vendor; the company enables only the necessary ones
2 EVENTS
triggers the system can send, when the vendor offers them
SIGN-IN OR API KEY
each person signs in with their own credential, encrypted
APPROVAL BY RISK
sensitive actions show a card before running
Live proof
One request, two real HubSpot actions and one approval.
The scene uses actions the vendor publishes for HubSpot. In your company, only the functions turned on by the administrator come into play.
Input
A team member asks, in the conversation, for something that today requires opening HubSpot — inside their area's space, with their login.
What Skyller does
01Picks, among the enabled functions, the action “Get deal” and queries HubSpot with the person's own credential.
02If the request requires writing — for example, “Create contact” —, acts within permission; if the function is sensitive, it first shows the card and waits for Approve.
03Returns the result in the conversation and records who asked, which action was used and when.
Result
HubSpot stops being an open tab and starts answering inside the conversation — through the functions your company enabled.
Skyller · HubSpot
Skyller - AI AssistantHubSpot
Check Aurora’s deal and prepare Ana’s new contact record.
…
The deal is at proposal stage. I prepared a new contact with Ana’s name and email for your review.
Tell Skyller what you need
Auto
Skyller is an AI and can make mistakes. Remember to check.
Responding
Demonstration · illustrative data
Good to know
Both actions come from the vendor's catalog; in your company only the functions turned on by the administrator are available.
If a write action is not classified as sensitive, it may run without a card; the classification is adjustable by the company.
Being in this catalog does not mean being installed, with a valid login, working in your company.
Illustrative scene with fictitious data; the actions mentioned exist in the vendor's catalog.
Where this helps your work
HubSpot inside the conversation where the work happens.
Three common situations for people who use HubSpot every day. What Skyller does in each one depends on the functions your company turns on.
Preparing the meeting
“Summarize this customer's history before the call.”
The salesperson asks by name. Skyller queries HubSpot through the read functions enabled for sales and builds the summary with the latest interactions and the deal stage.
CRM context in the conversation
Logging the follow-up
“Create the follow-up activity for Friday.”
Creating a record in HubSpot is a write action; with the function set to ask for approval, Skyller shows the card with the deal, the date and the note and waits for Approve.
Record with approval
Administering
“Reading, yes. Changing a proposal's value, no.”
The administrator turns on reading and activity creation for the team; changing values and deleting records stay off. Every call to HubSpot goes in the record.
Function by function
Actions and events
What the vendor offers in HubSpot.
Names as the vendor publishes them, in English, with the description summarized to its first sentence. In your company, the administrator turns on only the necessary actions; none of them runs without permission, and sensitive ones go through approval.
Showing 12 of 294
Add asset association
HUBSPOT_ADD_ASSET_ASSOCIATION
Associates an existing asset ('FORM', 'OBJECT_LIST', or 'EXTERNAL_WEB_URL') with a specified HubSpot marketing campaign.
Add token to event template
HUBSPOT_ADD_TOKEN_TO_EVENT_TEMPLATE
Adds a new custom data token to an existing event template for a specified HubSpot application, optionally populating a CRM object property if objectPropertyName is provided.
Archive batch of feedback submissions by id
HUBSPOT_ARCHIVE_BATCH_OF_FEEDBACK_SUBMISSIONS
Asynchronously archives a batch of HubSpot feedback submissions using their unique IDs, which must correspond to valid and existing submissions; the operation is queued, and submissions are moved from active views withou…
Archive batch of line items by id
HUBSPOT_ARCHIVE_BATCH_OF_LINE_ITEMS
Archives a batch of existing line items by their unique IDs in HubSpot CRM; this operation is irreversible via the API.
Archive batch of objects by id
HUBSPOT_ARCHIVE_BATCH_OF_OBJECTS
Archives a batch of existing, non-archived CRM objects of a specified objectType by their IDs, effectively hiding them from active use.
Archive batch of properties
HUBSPOT_ARCHIVE_BATCH_OF_PROPERTIES
Archives a batch of properties by their internal names for a specified HubSpot CRM object type; this operation is idempotent and safe to retry.
Archive a batch of quotes by id
HUBSPOT_ARCHIVE_BATCH_OF_QUOTES
Archives a batch of existing quotes by their IDs, removing them from active views while keeping them accessible in your HubSpot account for viewing, downloading, cloning, or deletion; note that archived quotes cannot be…
Archive companies
HUBSPOT_ARCHIVE_COMPANIES
Archives multiple HubSpot companies by their IDs.
Archive company
HUBSPOT_ARCHIVE_COMPANY
Archives an existing company in HubSpot CRM by its companyId, moving it to a recycling bin from which it can be restored, rather than permanently deleting it.
Archive contact
HUBSPOT_ARCHIVE_CONTACT
Archives a HubSpot contact by its ID.
Archive contacts
HUBSPOT_ARCHIVE_CONTACTS
Archives multiple HubSpot contacts by their IDs.
Archive a CRM object by ID
HUBSPOT_ARCHIVE_CRM_OBJECT_BY_ID
Archives a specific HubSpot CRM object by its type and ID, moving it to the recycling bin; this action is irreversible via the API but objects can often be restored via the HubSpot UI.
Before you start
What your company needs to use HubSpot.
Login
Sign-in to the HubSpot account or an API key, depending on what your account in the service allows. Either way the credential belongs to the person and is encrypted.
Who installs
An administrator connects HubSpot for the company and shares it with people or groups. Anyone can connect just for themselves, within the plan's limit.
Functions
294 published actions: the administrator turns on only the necessary ones. Sensitive ones ask for confirmation before running.
Plan
Counts as a company or personal connection within the plan's allowance; the larger plans have no cap. The connections-per-plan table is on the catalog page.