superclerk
Money and customers Put your super employee to work in HubSpot
Creates and updates contacts, companies and deals and moves deals through your pipeline.
What it can do in HubSpot
Every tool your super employee can use there, straight from the product.
Changes it can make 8
It makes these when a job calls for them. You can set any of them to ask you first.
- Archive HubSpot CRM Record Archive one HubSpot contact, company, deal, or ticket.
- Associate HubSpot CRM Records Create the default association between two HubSpot CRM records.
- Create HubSpot CRM Record Create a HubSpot contact, company, deal, or ticket with explicit properties.
- Record HubSpot Sales Lead Create or update a lead contact and company, associate them, and optionally create or update a deal.
- Update HubSpot Deal Stage Move one HubSpot deal to an exact pipeline stage by ids or by exact pipeline and stage labels.
- Update HubSpot CRM Record Update properties on one HubSpot contact, company, deal, or ticket.
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- Create or Update HubSpot Company Create or update exactly one HubSpot company by domain.
- Create or Update HubSpot Contact Create or update exactly one HubSpot contact by email.
Looks up 7
It checks these whenever a job needs them.
- Get HubSpot Customer Context Load compact HubSpot contact, company, deal, and ticket context from one exact customer locator.
- Read HubSpot CRM Record Read one HubSpot contact, company, deal, or ticket by record id.
- List HubSpot CRM Associations List records associated with a HubSpot contact, company, deal, or ticket.
- List HubSpot Owners List HubSpot owners so the agent can set hubspot_owner_id accurately.
- List HubSpot Pipelines List deal or ticket pipelines and stages before creating or updating those records.
- List HubSpot CRM Properties List property names for a HubSpot contact, company, deal, or ticket object.
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- Search HubSpot CRM Records Search HubSpot contacts, companies, deals, or tickets by query and CRM property filters.
What gets it going
Work in HubSpot can start on its own, not only when you ask.
Starts a workflow when 2
- HubSpot CRM Record Changed Trigger when a HubSpot contact, company, deal, or ticket is created or updated.
- HubSpot List Record Added Trigger when a HubSpot contact, company, deal, or ticket is added to a selected list.
Ready-made workflows for HubSpot
Start from one of these and make it yours.
Agents that work in HubSpot
Ready-made agents already set up to work in HubSpot.
Works well with
QuickBooks Reads invoices and customers and lines up the overdue invoices to chase. 
Stripe Summarizes payments and payouts and sends invoices, and voids, refunds or cancels only with your OK. 
Shopify Answers order questions, prepares fulfillments and keeps products and tags up to date. 
Jobber Logs requests, drafts quotes and invoices, books visits and starts work when a quote is approved or a job closes. 