HubSpot & Shopify
Look up and update contacts, companies and deals, great for wholesale and B2B customers.
OpenClaw
online
What you can do with HubSpot
These are examples - your agent can use any of the tools you allow.
Prioritize High-Value Sales Opportunities
Review open deals, recent activities, and next steps to identify opportunities that deserve immediate attention.
Organize New Leads Automatically
Use new-contact events to validate records, identify potential duplicates, and prepare qualified leads for follow-up.
Track Deal Stage Changes
React to deal-stage changes by reviewing associated information and identifying the appropriate next sales action.
Prepare Personalized Sales Follow-Ups
Use CRM history and related email conversations to draft relevant, context-aware messages for prospects and customers.
Browse all use cases and example prompts
Prioritize High-Value Sales Opportunities
Review open deals, recent activities, and next steps to identify opportunities that deserve immediate attention.
Example prompt: Analyze my open HubSpot deals and prioritize them based on deal value, current stage, expected close date, recent activity, and available engagement history. Identify deals that may be stalled, have no recorded next step, or require follow-up. Review associated contacts, companies, tasks, and activities where available. Use relevant Gmail conversations and Shopify business context when accessible, but do not assume a prospect is ready to buy without supporting evidence. Explain why each deal is prioritized and recommend a concrete next action. Present a ranked table with deal value, stage, last activity, outstanding questions, and suggested follow-up.
Organize New Leads Automatically
Use new-contact events to validate records, identify potential duplicates, and prepare qualified leads for follow-up.
Example prompt: Help me configure a workflow for newly created HubSpot contacts. When a new contact is created, validate the available contact fields, check for existing records using reliable identifiers, and identify missing information. Review available company details and lead-source properties where accessible. Apply only approved lifecycle or qualification rules, and create a follow-up task when the contact meets the defined criteria. Avoid creating duplicate contacts, inventing missing information, or associating a contact with a deal without evidence of a sales opportunity. Show the proposed workflow conditions and actions before enabling it.
Track Deal Stage Changes
React to deal-stage changes by reviewing associated information and identifying the appropriate next sales action.
Example prompt: Help me monitor HubSpot deal-stage changes. When a deal changes stage, retrieve its relevant properties, associated contact and company records, and recent activities where available. Determine which next steps are appropriate for the new stage based on my existing sales process. For example, a proposal-stage deal may need a quotation follow-up, while a negotiation-stage deal may need clarification of requirements. Identify missing information and prepare a task or follow-up draft when appropriate. Do not assume a deal is won or lost beyond its recorded stage, and do not send emails or change deal properties without approval.
Prepare Personalized Sales Follow-Ups
Use CRM history and related email conversations to draft relevant, context-aware messages for prospects and customers.
Example prompt: Review selected HubSpot contacts and deals and identify opportunities that need a follow-up. Retrieve the associated company information, deal stage, recent CRM activities, and relevant Gmail correspondence where available. Draft a personalized email that accurately reflects the actual conversation and proposes a useful next step. Avoid repeating questions already answered or claiming that a quotation, meeting, or commitment exists unless the records support it. Include a suggested subject line, email body, related deal, and recommended follow-up date. Save or send messages only when the requested workflow supports it and I have approved the intended action.
Connect Shopify Customers With CRM Records
Enrich sales and customer records with relevant Shopify order information when reliable matching is available.
Example prompt: Help me connect Shopify customer and order information with the appropriate HubSpot contact and company records. Match records using reliable identifiers such as verified email addresses or explicit customer IDs when available. Summarize relevant order history, purchase frequency, order value, and recent product interests only when supported by the connected data. Identify unmatched records and potential duplicates for review. Do not assume every Shopify customer is a sales lead or that every order represents a separate customer. Preserve existing CRM data and show proposed updates and associations before applying them.
Detect and Resolve CRM Duplicates
Identify duplicate contacts, companies, and deals while preserving important relationship and activity history.
Example prompt: Audit my HubSpot CRM for potential duplicate contacts, companies, and deals. Use reliable identifiers such as email addresses, company domains, and unique deal references where available. For each suspected duplicate, show the candidate records, matching evidence, differing properties, and associated activities or relationships that could be affected. Separate strong matches from uncertain similarities. Recommend which record should be retained and which should be merged, if appropriate. Do not merge or archive records automatically, and never permanently delete data as part of this review. Present a review table and request approval for each proposed merge.
Manage Marketing Campaign Performance
Connect campaign activity with CRM contacts, deals, and revenue attribution to assess marketing effectiveness.
Example prompt: Analyze my HubSpot marketing campaigns for the selected date range. Retrieve available campaign metrics, associated assets, email performance statistics, and revenue attribution information. Identify campaigns generating engagement, creating relevant contact activity, or contributing to associated deals where supported. Compare performance using clearly defined metrics and the available attribution model. If Shopify orders or Google Ads results are available through connected integrations, compare them only when the data can be matched reliably. Highlight underperforming campaigns and promising opportunities without assuming that correlation proves causation. Present the findings in tables and recommend the next steps. Do not publish emails or change live campaigns without approval.
Automate Sales Tasks and Reminders
Turn missing next steps and qualified deal activity into structured follow-up tasks.
Example prompt: Review my HubSpot deals and associated activities to identify opportunities that need a documented next step. Find deals without upcoming tasks, overdue follow-ups where dates are available, and recently changed deals that may require action. Recommend a task title, description, associated contact or company, due date, and priority for each case. Use my existing sales process and avoid creating duplicate tasks for work that is already scheduled. Where supported, create approved tasks and associate them with the correct CRM records. Do not invent deadlines or modify deal stages automatically.
Improve the Sales Pipeline Structure
Review pipeline stages and deal data to identify process gaps, inconsistent records, and opportunities to improve sales visibility.
Example prompt: Review my HubSpot deal pipelines, stages, stage properties, and available pipeline change history. Identify stages with unclear progression criteria, deals missing important fields, and records that may be stalled or incorrectly categorized. Summarize the number and total value of deals in each stage where the required data is available. Recommend clearer stage definitions, required information, and next-step criteria. Distinguish observed pipeline data from suggestions for process improvement. Do not replace pipelines, delete stages, or change existing stage definitions without approval. Present a concise pipeline audit and a prioritized improvement plan.
Generate a Weekly CRM Performance Report
Summarize leads, deals, follow-ups, campaign performance, and sales pipeline changes in one actionable report.
Example prompt: Prepare a weekly HubSpot CRM report for the selected period. Include newly created contacts, open deals, deals by stage, total pipeline value, upcoming close dates, overdue tasks where available, and deal-stage changes. Identify the most important follow-ups and deals without a clear next step. Include relevant campaign performance and revenue attribution metrics where accessible. Where Shopify and Gmail data are connected, use verified order information and relevant correspondence to add context to sales opportunities. Do not invent conversion rates, revenue attribution, or missing activity dates. Present metric cards, concise tables, key risks, and three prioritized actions for the coming week.
Works well with
What HubSpot can do
262 toolsShowing 1-10 of 262
HUBSPOT_ADD_ASSET_ASSOCIATIONAssociates an existing asset ('FORM', 'OBJECT_LIST', or 'EXTERNAL_WEB_URL') with a specified HubSpot marketing campaignHUBSPOT_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 if objectPHUBSPOT_ARCHIVE_BATCH_OF_FEEDBACK_SUBMISSIONSAsynchronously archives a batch of HubSpot feedback submissions using their unique IDs, which must correspond to valid and existing submissions; the oHUBSPOT_ARCHIVE_BATCH_OF_LINE_ITEMSArchives a batch of existing line items by their unique IDs in HubSpot CRM; this operation is irreversible via the APIHUBSPOT_ARCHIVE_BATCH_OF_OBJECTSArchives a batch of existing, non-archived CRM objects of a specified `objectType` by their IDs, effectively hiding them from active useHUBSPOT_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 retryHUBSPOT_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 viewing, dHUBSPOT_ARCHIVE_COMPANIESArchives multiple HubSpot companies by their IDsHUBSPOT_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 permanently deHUBSPOT_ARCHIVE_CONTACTArchives a HubSpot contact by its ID
Triggers
HUBSPOT_CONTACT_CREATED_TRIGGERContact Created TriggerHUBSPOT_DEAL_STAGE_UPDATED_TRIGGERDeal Stage UpdatedTrigger
Connect HubSpot
Agiexa is preparing for public launch in November 2026. These steps describe the connection flow; join the waitlist for access updates. OpenClaw and Hermes use Agiexa plugins. Other agent connections are coming soon via MCP.
- 1Install Agiexa on your store
- 2Connect HubSpot - one sign-in, no passwords shared
- 3Choose what your agent can do
Before connecting, read about agent permissions and MCP connections for Shopify.
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