Meetings logged
What was said in each meeting goes to the right contact and deal, with the next steps.
CRM
Will keeps HubSpot up to date, one meeting at a time.
Will logs meetings, updates deals and contacts, handles tickets and follows up in HubSpot. It connects HubSpot to Gmail, Google Meet, Slack and the ERP, so your team sells with the customer’s full history in hand.
LLarissasales
Hey Will, log today’s meetings in HubSpot.
Willdone
Google MeetRead the transcripts of today’s 4 meetings- HubSpotLogged each meeting on the right deal
- HubSpotMoved 2 deals to the proposal stage
GmailSent each client their next steps
Done.4 meetings logged and 2 proposals going out tomorrow. One client asked for a discount; I’ll show you the numbers.
Example · fictional company and data
What Will does in HubSpot
Deals that keep moving
Will moves stages, updates amounts and dates, and flags any deal that’s gone cold.
Tickets resolved
It answers routine tickets, gathers context on the rest and chases whoever needs to reply.
Follow-ups that never slip
Unanswered proposals and customers who went quiet get the right message at the right time.
You’re in control
- You choose the pipelines and properties Will can change.
- Discounts and off-list terms go through you.
How to connect
- You connect HubSpot with your login, in a few clicks.
- Will reads contacts, companies, deals and tickets, and learns your team’s pipelines.
- From then on, just ask: "Hey Will, which deals close this month?"
More in CRM
If it has a login, Will uses it too. See all systems.
The teams that use it most
Frequently asked questions
Do I need to switch CRMs?
No. Will works in the HubSpot your team already uses, with the same pipelines and properties. Keep every system you have. Will uses them all.
What does Will do in HubSpot?
It logs meetings and emails, updates contacts and deals, handles tickets and does the follow-up. See Will on the sales team.
Does Will work alongside HubSpot’s AI?
Yes. HubSpot’s AI helps inside HubSpot, and Will brings in what’s outside it: the ERP, the bank, the store and your team’s conversations. See CRMs.
Is it safe?
Yes. The connection is encrypted, contact data is handled in line with the LGPD (Brazil’s data protection law) and Will uses only the permissions you give it. Every action gets a receipt. See Security and LGPD.
Start with what you chase by hand.
Plans tailored to your company. Tell us what takes up most of your team’s day, and Will starts there.