HubSpot: your AI team on every record of your CRM.
On every contact, company or deal, see what your agents have done and what is waiting for your approval. Lucas keeps the CRM up to date, Adam watches the pipeline.
What the app does.
The ChatStaff app for HubSpot adds a card to your contact, company and deal records, and a page inside HubSpot. The card shows the work done on the record and the proposals waiting for your approval; a button puts your question to Lucas, Adam or Hugo about that customer. The person who installed the app approves in one click from the card when HubSpot allows it; your colleagues open the proposal in ChatStaff.
The app page gives you the week at a glance: tasks finished, approvals waiting, recent work. ChatStaff follows contacts and deals being created or deleted, the lifecycle stage, the deal stage and close date, and data deletion requests. A new contact or a change on a deal goes straight to Lucas, who suggests what comes next. Every write to HubSpot waits for your approval.
Nothing goes out without your approval.
The HubSpot app is being prepared; it is not published on the HubSpot Marketplace today. The steps below are the ones from its listing.
The agents involved.
Lucas, Adam and Chloé work with your CRM; Hugo and Emma read a record when a reply or a meeting calls for it. Only Lucas writes to HubSpot, once you approve.
Lucas
Sales follow-up
Follows your quotes and requests, writes the follow-ups and keeps records up to date: notes, contacts, deal stages.
Adam
Sales analyst
Reviews your pipeline: deals moving forward, deals stalling, next steps.
Chloé
Marketing
Uses your contacts and deals to target a campaign or an email newsletter. Nothing goes out without your approval.
Hugo
Customer support
Answers a customer's questions with the history of their conversations in HubSpot.
Emma
Executive assistant
Reads the contact record to prepare your meeting with them: points to raise, questions to ask.
Inside HubSpot.
Card on your records
On a contact, company or deal: the work done, the approvals waiting, and a question to ask Lucas, Adam or Hugo.
App page
The week at a glance: tasks finished, approvals waiting, recent work.
Direct links
Each item opens the task or approval in ChatStaff, with your usual permissions.
What you authorise.
Before installation, the HubSpot screen shows the full list of requested permissions.
| Permission | Object | Use |
|---|---|---|
oauth | Connection | Identify your HubSpot account and keep the connection active. |
crm.objects.contacts.read | Contacts | Read the contacts linked to your work. |
crm.objects.contacts.write | Contacts and notes | After your approval: add a note, update a contact field. |
crm.objects.companies.read | Companies | Read the companies linked to your work. |
crm.objects.deals.read | Deals | Read the deals linked to your work. |
crm.objects.deals.write | Deals | After your approval: apply the stage, amount or close date you approved. |
crm.schemas.contacts.read | Contact properties | Read the structure of contact properties: the name and type of each field. |
crm.objects.owners.read | Owners | Read the owner of a record. |
crm.objects.quotes.read | HubSpot quotes (optional) | Read your quotes, only if you use HubSpot quotes. |
Not requested: writing to companies (crm.objects.companies.write).
Install the app.
The HubSpot app is being prepared. Once published, it installs in five steps from its listing.
- Install the app from its listingOn the ChatStaff listing, click Install and choose your HubSpot portal.
- Sign in or create an accountA ChatStaff page opens. Sign in, or create your account: you are then taken back to the installation automatically.
- Choose the organisationYour active organisation is suggested. You can pick another one, or create one on your first visit. You need to be its owner or an admin.
- Connect HubSpotAccept the permissions shown by HubSpot. Your agents can then read the records linked to your work.
- Go back to HubSpotYou are sent back to HubSpot. The card and the app page show what your team is doing.
Frequently asked questions
Yes, after your approval: the crm.objects.deals.write permission is used to apply a stage, amount or date you approved. Every change of stage or amount waits for your approval.
In HubSpot, open Settings, then Integrations and Connected apps, and uninstall ChatStaff. ChatStaff takes the uninstall into account: the installation is deactivated, its tokens are deleted and the HubSpot connection is revoked. You can also disconnect HubSpot in ChatStaff, from Settings and Connected tools.
It is used only for the work you hand to your agents. It is never sold or used for advertising, and access tokens are encrypted. Uninstalling the app removes access; your work stays in ChatStaff until you delete it, as explained on the Data deletion page.
The same plans as on chatstaff.app/tarifs: Free €0, Solo €20, Pro €49, Ultra €179 per month, excluding VAT, with all eleven agents in every plan. Free costs nothing and needs no card. In the Shopify app, Shopify bills the plan every 30 days: €20, €49 or €179 if your store is billed in euros, the same amounts in US dollars otherwise.
Write to contact@chatstaff.app or use the Contact page, with the name of your organisation and the address of your store or website.
Support and contact.
A question about installation, your data or your plan? Write to us: a real person from the team will answer.