HubSpot, without opening HubSpot.
The CRM answered in the thread, and updated there when you say so.
- Free to start
- No card
- Every write waits for you
- Your own account, not a shared login
Ask in your own words.
Nothing to configure and no builder to open. Copy one of these into a thread, swap in your own HubSpot details, and Ray takes it from there.
@Ray what stage is the Acme deal at, and who owns it?
@Ray log that call on the Acme deal with what we agreed.
@Ray add Dana at Northwind as a contact and link her to the deal.
@Ray which deals have had no activity in two weeks?
What Ray can and cannot do in HubSpot
Reading is free, because reading changes nothing. Everything that writes waits for you. The rest is not on Ray’s list.
24 reads wired, 9 actions that wait for a human.
Runs on its own
What Ray reads in HubSpot
- Contacts, companies, and deals, with the pipeline and stage they sit in
- Notes, tasks, meetings, calls, and emails logged against them
- Owners, properties, and anything you search for
Reading changes nothing, so Ray never stops to ask whether it may look something up.
Asks first, every time
What waits for your approval
- Add a contact, a company, or a deal
- Update a contact, a company, or a deal
- Log a meeting, add a note, or create a task
Ray posts a card showing exactly what it is about to do. Nothing happens until someone clicks approve, and no setting turns that off.
Not on the list
Things Ray is never handed
These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.
- Delete or archive a contact, company, or deal
- Archive anything in batches
- Change properties or property groups
Exactly what Ray will ask you to approve.
Not a category of permission. These are the HubSpot actions Ray can take, each one stopping in the thread with the real content before it happens.
- Add a company to HubSpot
- Add a contact to HubSpot
- Create a HubSpot deal
- Log a HubSpot meeting
- Add a note in HubSpot
- Create a HubSpot task
- Update HubSpot company
- Update HubSpot contact
- Update HubSpot deal
Add a company to HubSpot
Showing Name, Domain, Description, Industry, City, Country, Phone and Website, each carrying the exact content that will land.
How Ray works with HubSpot
No workflow to build, and nothing to maintain when the work changes.
- 01
Connect HubSpot
One click, right where you asked. Ray posts a connect card, you authorise HubSpot with your own account, and the work you asked for picks up where it left off.
- 02
Ask in plain words
In the conversation you were already having. Nothing to build, no trigger to map, no tab to open.
- 03
Approve, and it lands
Reading runs on its own. Anything that creates, sends or spends stops first and shows you the exact content.
Priya
@Ray the checkout bug is back. Take a look in HubSpot, and tell Dana it is being looked at.
Add a company to HubSpot
- Waiting on
- your approval
Ray uses HubSpot together with the rest of your tools.
One ask can read HubSpot, cross-reference what is in these, and land the finished result back in the thread. Not four connectors taking turns, one teammate with one memory.
What does connecting HubSpot to Ray actually do?
Ray is an AI teammate that works in your team chat, on Slack today. Connect HubSpot and it can do the HubSpot part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written.
It is not a workflow builder. There is no trigger to configure and no automation to repair when your process shifts. You describe the outcome in the thread and Ray picks the actions, including actions in your other connected tools when the request spans more than one.
Every person on the team connects their own HubSpot account, so Ray can only reach what that person can already reach, and the history in HubSpot shows who actually asked.
Security and permissions
- You authorise HubSpot on its own login screen. Your password never passes through Ray.
- Writes are gated in the execution path, not by a prompt. There is no setting that grants blanket approval.
- Each workspace is isolated at the database level, and that isolation is tested by trying to break it.
- Disconnect HubSpot in a message, or uninstall Ray and every connection it held is revoked.
HubSpot and Ray, answered
The questions teams ask before they connect HubSpot. Every answer is how this integration is built rather than a promise about it.
More crm & sales integrations
Ray uses them together in a single run when a request spans more than one.
Put Ray to work in HubSpot.
Free to start, no credit card, and it asks before it acts.