AI employees that work in HubSpot
Keep HubSpot clean and useful without manual data entry. An AI employee updates records, drafts follow-ups and reports in Teams or Slack.
A CRM that stays current
HubSpot is only as useful as the data in it, and keeping it current is the job everyone puts off. An AI employee logs meeting notes against the right deal, flags deals that have gone stale and suggests next steps, and posts campaign results where marketing actually reads them.
Every change is prepared for review first. You choose which updates, if any, can run without approval.
Sales and marketing together
Because HubSpot often serves both teams, one AI employee can help both: deal hygiene for sales and reporting for marketing, each with its own owner and approver.
Getting started with HubSpot
Connecting HubSpot is part of setup, not a project of its own. In the first meeting we look at how your team uses HubSpot today, pick the one job that wastes the most time, and agree who will own and approve the AI employee that takes it on.
From there you have two routes. On Platform your team builds its own AI employees after one onboarding call. On Managed, Switch runs a workshop, presents the plan to leadership, builds up to five AI employees, rolls them out and holds weekly implementation calls. You can try it first with a free test alongside a Switch team member.
Example jobs
Job
Works in
Produces
Approved by
Log meeting notes against the right deal
HubSpot
Deal note for review
Account owner
Find stale deals and suggest next steps
HubSpot
Weekly stale-deal list
Sales manager
Report campaign results
HubSpot
Report in channel
Marketing lead
See what an AI employee would do for your team.
30 minutes with Switch. We map your first agents with you.
How it works with Switch
Step 1
Agree the plan
Agree the steps, owners and dates together.
Step 2
Map your needs
Understand your workflow, pain points and goals.
Step 3
See it on your work
See a working agent on your own workflow.
Step 4
Business case
Connect the value to cost, revenue and margin.
Step 5
Price and terms
Agree scope and price for one first agent.
Step 6
References
Hear from customers who have done it.
Step 7
Procurement
Clear legal, security and vendor onboarding.
Step 8
Sign and start
Sign the shared scope and book the kick-off.
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Questions
Does it change records automatically?
Changes are prepared for review first. You decide which updates can run without approval.
Does a person still approve the work?
Yes. Every AI employee hands its result to a named person in Teams or Slack, who approves, edits or rejects it before anything is sent or changed.
Will AI employees replace people on the team?
No. They take repeatable work off the team's plate so people spend their time on judgement, customers and decisions.
How do we get started?
Start with a free test together with a Switch team member, then choose Platform to build your own AI employees or Managed to have Switch find, build and roll them out for you.