Automate HubSpot + Salesforce
The CRM your pipeline reporting depends on. The enterprise system of record for revenue. Put an agent between them and the hand-off stops being manual: it reads, decides, acts, and shows its work.
Automations teams run
Unlike field-mapping automation, the step in the middle is an agent — it can summarise, classify, judge and draft, not just copy values across.
When a contact or deal is created in HubSpot…
…an agent can update records and fields in Salesforce — after reading the context and deciding it should.
When a stage changes in HubSpot…
…an agent can create tasks and notes in Salesforce — after reading the context and deciding it should.
When a form submits in HubSpot…
…an agent can extract report data in Salesforce — after reading the context and deciding it should.
When a lead or opportunity changes in Salesforce…
…an agent can create and enrich contacts in HubSpot — with the reasoning recorded in the run’s receipt.
When a task is due in Salesforce…
…an agent can update deals and notes in HubSpot — with the reasoning recorded in the run’s receipt.
When a report cycle begins in Salesforce…
…an agent can log activity in HubSpot — with the reasoning recorded in the run’s receipt.
Build it in AGNT
- Download AGNT Community Core — free and local-first.
- Connect HubSpot (one OAuth sign-in) and Salesforce (one OAuth sign-in) in the vault.
- Start from a marketplace workflow or describe the job in plain language; place approval gates on anything consequential.
- Run it — every execution produces a receipt showing what was read, decided and written in both tools.