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    HubSpot AI automations

    Ready-made automations that work with HubSpot and the other apps you already use.

    What can Charviam automate with HubSpot?

    14 Charviam AI automations work with HubSpot today, including Lead Qualification, Email Responder, Follow-up Automation and 11 more. The largest groups are for Sales & CRM and Customer Support & Success. Each starts in Shadow mode, so nothing in HubSpot changes and no message is sent until you approve.

    Last reviewed

    HubSpot is a trademark of its owner. Charviam automations work with HubSpot; Charviam is not a partner, reseller or certified provider of HubSpot.

    Works with HubSpot now

    • Lead Qualification

      Score, explain and route every new lead.

      Sales & CRM

      Standard

    • Email Responder

      Grounded reply drafts for every support email.

      Customer Support & Success

      Review for important actionsHubSpot is optional

    • Follow-up Automation

      Polite follow-ups that stop when they reply.

      Sales & CRM

      Review for important actions

    • Proposal Generator

      On-brand proposals with prices from your price book.

      Sales & CRM

      Review for important actions

    • Customer Onboarding

      Every new customer onboarded, no quiet stalls.

      Customer Support & Success

      Review for important actions

    • CRM Updater

      CRM kept current, with one-click rollback.

      Sales & CRM

      Review for important actions

    • Pipeline Management

      Stale deals flagged, pipeline weighted daily.

      Sales & CRM

      Standard

    • Sales Assistant

      A sourced account brief before every call.

      Sales & CRM

      Review for important actions

    • Upsell Recommender

      Explained upsells when customers truly need more.

      Customer Support & Success

      Review for important actions

    • Churn Prediction

      Know which accounts may leave, and why.

      Customer Support & Success

      Review for important actions

    • Survey Automation

      Right survey, right moment, urgent answers flagged.

      Customer Support & Success

      Review for important actions

    • Webinar Automation

      Every registrant, right time, right link.

      Marketing & Growth

      StandardHubSpot is optional

    • Backup Automation

      Backups that are checked and restore-tested.

      IT & Data Operations

      Review for important actions

    • Business Insights Dashboard

      One trusted set of business numbers.

      Analytics & Reporting

      Review for important actions

    Questions about HubSpot automations

    FAQ

    Available now: Lead Qualification, Email Responder, Follow-up Automation, Proposal Generator, Customer Onboarding, CRM Updater, Pipeline Management, Sales Assistant, Upsell Recommender, Churn Prediction, Survey Automation, Webinar Automation, Backup Automation and Business Insights Dashboard.

    12 of them use HubSpot as a main app. For Email Responder and Webinar Automation, HubSpot is optional. Each automation page lists exactly which apps it needs.

    No. Charviam automations work with HubSpot, but Charviam is not a partner, reseller or certified provider of HubSpot. HubSpot is a trademark of its owner.

    No. Every automation starts in Shadow mode. It shows what it would have done, but nothing in HubSpot is changed and no message is sent until you move it up to Draft or beyond.

    We quote pricing after a short demo, because it depends on which automations you use and the apps they connect to. Tell us your apps and the job you want off your plate, and we will come back with a quote.

    Put HubSpot to work

    Tell us how your team uses HubSpot today. We will show an automation in watch-only mode on your own data before anything changes.

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