Automate HubSpot without writing code.

Update contacts, deals and notes. Describe the job you repeat in plain English and Mitra builds an agent that does it in HubSpot, on the schedule you set. You sign in on HubSpot's own page, so Mitra never sees your password, and you can disconnect at any time.

Connect HubSpot

200 credits to start · no credit card

Jobs people hand to Mitra in HubSpot.

Each one takes a sentence to set up. HubSpot is one of the apps the agent works in.

ReportingAutomated weekly business reportEvery Friday at 4pm, pull this week's revenue from Stripe and new deals from HubSpot into the 'Weekly' tab of my Google Sheet, then post the three biggest changes to #leadership in Slack.

Fridays at 4pm ResearchChurn signal digestEvery Monday at 8am, compare each account's PostHog activity last week against the previous four weeks, find the ones whose usage dropped sharply, look up the owner and the last note in HubSpot, and post the list to #customer-success in Slack, biggest drop first.

Mondays at 8am ResearchLost deal debriefEvery Friday at 5pm, find the HubSpot deals that closed lost this week, read the loss reason and the notes on each, then add them to my 'Why we lose' page in Notion under the theme they belong to and post the week's tally to #gtm in Slack.

Fridays at 5pm ResearchMeeting prep briefsEvery weekday at 7am, look at today's external meetings in my Google Calendar and, for each one, look up who is attending and their company, read the deal notes in HubSpot, and send me a one-page brief in Slack with what happened last time and three questions to ask.

Weekdays at 7am ReportingPipeline hygiene reportEvery Friday at 4pm, check my open HubSpot deals for missing close dates, stages that have not changed in 21 days and deals with no next step logged, then post the list to #sales in Slack grouped by deal owner.

Fridays at 4pm Follow-upsQuote to signature chaseEvery weekday at 8am, list the PandaDoc quotes sent but not signed, match each to its HubSpot deal for the value and owner, and post them to #sales in Slack with a nudge drafted for me to approve, flagging anything unsigned for more than seven days as at risk.

Weekdays at 8am Follow-upsSales follow-upsEvery weekday at 8am, find the HubSpot deals with no contact in the last seven days. Draft a follow-up email for each one in Gmail and leave it for me to approve. Then post the list to #sales in Slack with deal values, so I know what to chase first.

Weekdays at 8am Reportingsales deck refreshOn the first Monday of each month, check the figures on our sales deck against HubSpot and tell me which slides are out of date. Draft the corrected numbers slide by slide and post them to #sales-enablement for approval. Do not edit the deck.

First Monday of the month

What Mitra can do in HubSpot.

245 actions an agent can take. You never pick from this list — Mitra works out which it needs from what you asked for. It is here so you can check that the thing you want is possible.

Add asset associationAssociates an existing asset ('FORM', 'OBJECT_LIST', or 'EXTERNAL_WEB_URL') with a specified HubSpot marketing campaign.
Add token to event templateAdds a new custom data token to an existing event template for a specified HubSpot application, optionally populating a CRM object property
Archive batch of feedback submissionsAsynchronously archives a batch of HubSpot feedback submissions using their unique IDs, which must correspond to valid and existing submissi
Archive batch of line itemsArchives a batch of existing line items by their unique IDs in HubSpot CRM; this operation is irreversible via the API.
Archive batch of objectsArchives a batch of existing, non-archived CRM objects of a specified `objectType` by their IDs, effectively hiding them from active use.
Archive batch of propertiesArchives a batch of properties by their internal names for a specified HubSpot CRM object type; this operation is idempotent and safe to ret
Archive batch of quotesArchives a batch of existing quotes by their IDs, removing them from active views while keeping them accessible in your HubSpot account for
Archive companiesArchives multiple HubSpot companies by their IDs.
Archive companyArchives an existing company in HubSpot CRM by its `companyId`, moving it to a recycling bin from which it can be restored, rather than perm
Archive contactArchives a HubSpot contact by its ID.
Archive contactsArchives multiple HubSpot contacts by their IDs.
Archive crm object by idArchives a specific HubSpot CRM object by its type and ID, moving it to the recycling bin; this action is irreversible via the API but objec
Archive dealsArchives multiple HubSpot deals by their IDs.
Archive emailArchives the HubSpot email specified by `emailId` by moving it to the recycling bin, making it inaccessible unless restored.
Archive emailsArchives multiple HubSpot emails by their IDs.
Archive feedback submissionArchives an existing, non-archived Feedback Submission in HubSpot CRM by its ID, moving it to the recycling bin (not permanently deleting it
Archive line itemArchives a specific HubSpot line item by its ID, moving it to a recoverable state.
Archive productArchives a HubSpot product by its ID.
Archive productsArchives multiple HubSpot products by their IDs.
Archive property by object type and nameArchives a specified CRM property by its object type and name, moving it to the recycling bin; note that some default HubSpot properties can
Archive property groupArchives a HubSpot property group, making it inactive and hidden (not permanently deleted, allowing potential restoration) with immediate ef
Archive quoteArchives a HubSpot Quote object by ID, moving it to the recycling bin where it can be restored within 90 days.
Archive ticketArchives a HubSpot ticket by its ID.
Archive ticketsArchives multiple HubSpot tickets by their IDs.

+ 221 more

Often paired with HubSpot.

The apps the jobs above reach for alongside it.

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200 credits to start · no credit card · nothing to install