Connector
HubSpot with Memtro
Contacts, companies, deals and tickets, with the rest of the company's memory attached.
Search CRM records, read a record with its associations, pull notes, translate pipelines and owners. Contacts become people in memory linked to their companies, so every later question about a customer starts informed.
What the model can do
- Search contacts, companies, deals and tickets with free text and property filters
- Get a record with its associated companies, contacts and deals
- Read notes attached to a record, newest first
- Pipelines, stages and owners for translating ids
- Hourly sync of recently modified deals, companies and contacts
How to connect
- 01Create a private app in HubSpot with read scopes for contacts, companies, deals, tickets, owners and notes
- 02Paste the access token on Dashboard → Connections → HubSpot, or use Sign in with HubSpot where configured
- 03Ask: 'brief me on BigCo' and see the record, notes and deals in one answer
Example queries
- › Brief me on BigCo before the 3pm renewal call
- › Which deals over £20k are stuck in negotiation?
- › Who owns the Acme account and when did we last speak?
Why it is better with memory
Everything the model looks up in HubSpot is anchored into Memtro's memory with provenance, and agent mode cross-references what it finds against your other connected systems. The second question about a customer, ticket or deal starts further along than the first.