Claude with the HubSpot connector
- Who starts the work
- A rep types a prompt.
- How many deals
- The one the rep is asking about.
- What it follows
- That rep’s prompt.
- Which tools
- HubSpot, plus whatever else that rep has connected.
- Who decides what can happen
- Each person’s tool permissions: Always allow, Needs approval, or Blocked.
- A new name comes up on a call
- The rep notices, then asks Claude to add the contact.
- Quotes
- Claude can create a quote (in beta) when a rep asks for one.