Make your HubSpot CRM AI-native.
Automate record-level work inside HubSpot workflows, connect Claude and ChatGPT to governed CRM data through an MCP server, and turn business questions into interactive reports.
Built by Resonate, a HubSpot Diamond Partner.
Automation
Workflow Actions
HubSpot workflows run AI steps and write output back to records.
Source of truth
HubSpot CRM
Contacts, companies, deals, tickets, campaigns, forms, segments, custom objects, activity, and history.
AI clients
MCP Server
Claude, ChatGPT, Cursor, and other clients call governed HubSpot tools.
Reports
BI Agent
Ask in AI Studio or Slack. Get an interactive report with caveats.
Three ways to put AI to work on HubSpot data.
HubSpot already runs your go-to-market process. AI Studio adds AI at the points where operators need it: inside workflows, inside external AI clients, and inside reporting. Use one surface on its own, or combine all three.
Inside HubSpot
Workflow Actions
Run AI inside HubSpot workflows. Map fields, files, and URLs into actions, then use the output to update properties, branch workflows, save notes, or trigger follow-up steps.
Learn moreInside AI clients
MCP Server
Give Claude, ChatGPT, Cursor, and other MCP-compatible clients scoped access to HubSpot tools for search, metadata, associations, aggregates, marketing data, and CSV exports.
Learn moreInside AI Studio and Slack
BI Agent
Ask in AI Studio or mention the BI Agent in Slack. It plans the analysis, resolves HubSpot metadata, pulls data, checks caveats, and publishes an interactive report.
Learn moreRun AI inside HubSpot workflows.
Add AI Studio actions directly to HubSpot workflows. Use CRM context, prompts, files, URLs, and web data to classify records, enrich companies, detect spam, draft emails, transcribe calls, parse documents, translate content, and decide what happens next.
- Configure actions in the HubSpot workflow builder.
- Map record properties, files, and URLs into prompts and tools.
- Use output to update properties, branch workflows, save notes, or trigger follow-up.
Classify the support ticket into one category
Set Support Ticket Category to the outcome of Send to AI
Click an action to see its configuration.
A governed HubSpot data layer for AI clients.
Your team already uses AI clients. AI Studio lets those clients access HubSpot through approved MCP tools instead of pasted exports. OAuth, scopes, audit logs, and signed export URLs keep access controlled.
Ask a business question. Get a report.
Ask in the AI Studio web app or mention the BI Agent in Slack. Use it for pipeline health, campaign influence, lead quality, revenue trends, win/loss, customer segments, or CRM data quality. BI Agent does the analyst workflow and produces an interactive report your team can review and share.
Available on Enterprise plans for the web app and Slack.
@BIAgent which industries closed the most deals last quarter, at what ACV, and where did our win-rate slip versus the prior quarter? I need it for the board call at 4.
BI Agent is working on it · 2 min
- ✓ Planned the analysis (Q1 vs Q4, industry split, win-rate)
- ✓ Pulled 412 closed-won deals from Q1 2026
- ✓ Joined to 287 companies, grouped by industry
- ✓ Pulled Q4 baseline for win-rate comparison
- ✓ Validated data quality (no nulls, no dupes)
- ✓ Rendered interactive report
Q1 2026 closed-won by industry · ACV & win-rate delta
Fintech leads at $2.1M ACV across 38 deals. Win-rate dropped 4.2pp in Healthcare - worth a look.
Q1 revenue
$5.9M
+12% vs Q4
Deals closed
412
+38 vs Q4
Avg win-rate
27.8%
-0.9pp vs Q4
What I noticed
- Healthcare lost 4.2pp on win-rate while every other top segment held or grew. Two deals over $200k slipped out of Q1. Probably worth a call.
- Fintech is your engine: 38 deals at $55k ACV. If you doubled SDR coverage there, the math says one extra deal a week.
- Three deals are missing a close-reason. Fix that and the pattern resolves.
Perfect. Run the same view weekly - I want it in this channel every Monday at 8am, with the WoW delta. And re-run for Healthcare specifically, by deal owner.
Built for HubSpot operators.
Marketing Ops
Qualify leads, detect spam, enrich companies, inspect campaign influence, and analyze lead quality.
Sales Ops
Research accounts, draft outreach, process call recordings, review stale deals, and inspect pipeline movement.
RevOps
Run data quality audits, normalize CRM fields, export joined datasets, and answer ad hoc HubSpot questions.
Service Ops
Classify tickets, route cases, extract document data, detect sentiment, and draft response context.
Leadership
Review pipeline health, revenue trends, win/loss, lead quality, and campaign contribution through finished reports.
Add the surfaces your team needs.
PROx5
Start with Workflow Actions
Automate record-level AI work inside HubSpot workflows.
PROx10
Add the MCP Server
Give Claude, ChatGPT, and Cursor governed access to HubSpot data.
Enterprise
Add the BI Agent
Get finished revenue reports in the AI Studio web app or Slack.
Credit-based plans, powered by OpenAI, Anthropic, Google, xAI, DeepL, ElevenLabs.
Common questions.
Does AI Studio write data back to HubSpot?
Yes. Workflow Actions can use AI output to update properties, save notes, branch workflows, and trigger follow-up steps.
Do we have to paste HubSpot exports into ChatGPT or Claude?
No. The MCP Server gives approved AI clients governed access to HubSpot tools and data, so there are no manual CSV exports into unmanaged chats.
Which AI clients work with the MCP Server?
Any MCP-compatible client, including Claude, ChatGPT, and Cursor.
Can we control what data AI clients can access?
Yes. Access is OAuth-based and scoped to one portal, with audit logs and signed export URLs.
Is the BI Agent included in every plan?
No. The BI Agent is available on Enterprise plans for the web app and Slack.
Can Resonate help us implement this?
Yes. As a HubSpot Diamond Partner, Resonate can design the workflows, prompts, MCP tools, reports, and governance model that get value from AI inside your portal.
Need help putting AI Studio to work?
Hands-on engagements to design the prompts, MCP workflows, and BI reports that get value from AI inside HubSpot.
See AI Studio in your portal.
Get a 30-minute walkthrough with a Resonate HubSpot engineer. We'll map one workflow action, show how MCP connects HubSpot to your AI stack, and walk through BI Agent reporting.
- AI Studio architecture walkthrough
- Workflow Actions, MCP Server, and BI Agent overview
- Diamond Partner implementation support
Start free trial
A Resonate HubSpot engineer reviews your portal, maps one practical AI workflow, and recommends whether Workflow Actions, MCP Server, BI Agent, or implementation support fits best.