HubSpot AI — Automate HubSpot with Runner
Walk into every call prepped, and let Runner keep the CRM current for you.
Runner exposes HubSpot through the backend `hubspot` toolkit and the Electron app's CRM guidance, which is built around search-first record handling, association traversal, and correct property formats.
What Runner does in HubSpot
- Search contacts, companies, deals, and tickets before creating anything new.
- Traverse associations so contact, company, and deal context stay connected.
- Write updates with the internal property names and data formats HubSpot expects.
Example asks
Search before creating or updating
Look up this lead by email and company domain before creating a new CRM record.
Runner starts from the existing CRM state instead of forking duplicate contacts or companies.
Follow associations across the account
Show me the deals and linked contacts for this company before I draft the follow-up.
Relationship context stays attached to the account rather than spread across isolated objects.
Write the record with correct internal properties
Update the contact with `hs_lead_status`, add the next step, and set the follow-up date correctly.
Runner produces CRM updates HubSpot will actually accept instead of silently ignoring bad fields.
Paginate and batch large CRM jobs
Scan the first 300 inbound leads from the last month and return the ones missing qualification notes.
Runner can do real CRM maintenance work without falling over on paging limits.
Workflows that use HubSpot
- Qualify inbound leads from Gmail + CRM
- Stakeholder research after sales call
- Customize demo deck for prospect meetings
- CRM pipeline + relationship review
- Customer escalation response
- Founder sales call prep
- Prep every sales call from the CRM
- Daily sales outreach plan
- Monthly sales report
- Book the demo and update the CRM
- Lead attribution rollup
- Roadmap review prep