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Use Case

Customer Support & Lead Management

Difficulty

Low

Build Time

5 – 10 minutes

Integrations

HubSpot

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What does this Agent do?

Use this template when you want an agent that can help users manage customers, handle support requests, and work directly with HubSpot CRM data. This agent can perform real actions inside HubSpot to support existing teams, onboarding flows, or sales operations. Here’s what this agent can do:
  • Create and update contacts, leads, and companies
  • Assign new leads to existing HubSpot contacts
  • Create, update, and manage tickets
  • Log customer interactions or notes
  • Send emails through HubSpot
  • Keep your CRM clean and organized by pulling or updating record details

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Example Conversations

Try asking your agent:
  • “Create a new lead named Jamie Carter and assign them to Sales.”
  • “Log a support ticket for customer ID 1423 about billing issues.”
  • “Update the status of ticket #5521 to ‘In Progress.’”
  • “Add a note to the contact Ray Sanchez saying I followed up today.”
  • “Send a welcome email to new leads who joined this week.”

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Setup

1

Customize prompt

This agent uses the Customer Support Agent prompt template.
Go to Prompts → Templates → Add Template to select it.
Replace all variables—shown in curly brackets—to match your values.
2

Configure integrations

Add the HubSpot integration.
Go to Integrations → Add New and connect using your required HubSpot credentials (such as API key).
3

Build agent

Go to the Agent tab and click Add New.
Enter your agent’s name and description.
Add your prompt and integration.
Select gpt-4.1 as your model, then click Save.
4

Use agent

Open the Chat panel and select your new agent from the dropdown.
Start using it to create leads, update records, or manage tickets.
Adjust the prompt if you want to change tone, behavior, or actions the agent takes in HubSpot.