Does DoMyWork actually execute tasks in HubSpot?

Yes. DoMyWork is not a suggestion engine. When you describe a task, it executes it directly in HubSpot, such as updating records, drafting emails, or routing leads, without you needing to click buttons.

How is this different from HubSpot's native AI?

HubSpot's native AI focuses on features within the platform. DoMyWork acts as an external agent that connects HubSpot to 1,500+ other apps, allowing you to execute multi-step tasks that span your entire tech stack.

How does this compare to Zapier or Make?

Zapier and Make require you to build logic step-by-step. DoMyWork allows you to describe the desired outcome in plain English, and the agent handles the execution, intelligence, and multi-app coordination automatically.

Can I monitor what the agent does in HubSpot?

Yes. You can review every action the agent takes. You can also set up agents on autopilot to handle recurring tasks, which you can track and adjust at any time.

Is my HubSpot data safe with DoMyWork?

Data security is our priority. DoMyWork uses secure API connections to interact with your HubSpot account and only performs the actions you explicitly authorise or set up via autopilot.

Can DoMyWork connect HubSpot to other apps?

Absolutely. DoMyWork is designed to bridge HubSpot with 1,500+ other apps. You can trigger actions in HubSpot from other tools or use HubSpot data to drive actions in your helpdesk, email, or project tracker.

AI Agent for HubSpot

Get every contact, deal, and task to the right next step automatically. DoMyWork AI agents work with HubSpot and 1,500+ apps to turn CRM data into real business actions.

Find all stale deals in my pipeline and draft follow-up emails

Enrich new contacts with LinkedIn data and company size

Identify duplicate contacts and merge them in HubSpot

Summarise the last 5 emails for this deal and post to Slack

Check my HubSpot tasks and prioritise them by due date

Create a report of all closed-won deals from last month

Agent for

The Conversion Engine

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Get every contact, deal, and follow-up working for you

Qualify leads, clean CRM data, draft emails, and route tasks across your apps.

12 deals updated, 12 drafts created

Catch up on every deal that has gone cold this week

"Check all deals in my HubSpot pipeline that haven't moved in 14 days, draft a personalised follow-up email in Gmail for each, and add a reminder to my calendar."

Send Message

Find the best prospects in my new leads list

"Research the 10 newest contacts in my HubSpot list, find their LinkedIn profiles, and score them based on job title and company size."

Send Message

Prepare for my upcoming sales meetings

"Summarise the last 3 interactions for each contact in my calendar today from HubSpot and email me a briefing note."

Send Message

Update deal stages for closed-won accounts

"Check my Google Sheets list of closed accounts and update the corresponding deal stages in HubSpot to 'Closed Won'."

Send Message

Draft responses to common sales objections

"Review the last 5 emails from leads mentioning 'pricing' and draft a response using our standard objection handling guide."

Send Message

Got a different task in mind? Describe it

Send Message

Clean up your contact lists after the latest campaign

"Identify contacts in HubSpot with missing company domains, research their websites, and update their records."

Send Message

Segment leads based on recent web activity

"Pull a list of contacts from HubSpot who visited our pricing page, group them by industry, and add them to a new list."

Send Message

Draft newsletter content from recent blog posts

"Summarise our 3 latest blog posts and draft a HubSpot marketing email with links and snippets."

Send Message

Map form submissions to the right lead owner

"Check new form entries in HubSpot, look up the lead's company, and assign the lead to the correct rep."

Send Message

Review campaign performance against spreadsheet data

"Compare HubSpot campaign clicks with our Google Sheets budget tracker and flag any discrepancies."

Send Message

Got a different task in mind? Describe it

Send Message

Identify data gaps in your CRM records

"Scan HubSpot for contacts missing job titles or industry tags and report them in a sheet."

Send Message

Standardise naming conventions for company records

"Find company names in HubSpot that don't match our naming policy and correct them."

Send Message

Sync deal values with our finance spreadsheet

"Compare HubSpot deal values with our Google Sheets forecast and highlight differences."

Send Message

Audit contact ownership across the team

"Find contacts in HubSpot assigned to inactive reps and reassign them to the current team."

Send Message

Clean up inactive property values

"Identify custom properties in HubSpot that haven't been used in 6 months and list them for deletion."

Send Message

Got a different task in mind? Describe it

Send Message

Identify accounts at risk of churning

"Check HubSpot for accounts with low usage or unresolved tickets and flag them for a check-in."

Send Message

Summarise account health for quarterly reviews

"Gather all support tickets and deal notes for this account from HubSpot and draft a health summary."

Send Message

Draft renewal reminders for upcoming expirations

"Find all HubSpot contracts expiring next month and draft a renewal email for each contact."

Send Message

Update customer records after a successful project

"Change the lifecycle stage of all contacts in this project to 'Customer' in HubSpot."

Send Message

Collect customer feedback after a milestone

"Find all customers who reached a milestone this week and draft a feedback request email."

Send Message

Got a different task in mind? Describe it

Send Message

Prioritise tickets from high-value accounts

"Check HubSpot for new tickets from our 'Enterprise' tier accounts and flag them as high priority."

Send Message

Draft responses for technical support questions

"Search HubSpot for tickets about 'API errors' and draft a response using our technical docs."

Send Message

Escalate urgent issues to the engineering team

"Identify tickets in HubSpot mentioning 'system outage' and post an alert to our Slack channel."

Send Message

Close out resolved tickets in bulk

"Find all tickets in HubSpot marked 'Pending' for over 7 days and close them with a follow-up email."

Send Message

Summarise common customer complaints this week

"Analyse the last 50 tickets in HubSpot and draft a report of the top 3 issues."

Send Message

Got a different task in mind? Describe it

Send Message

Get a high-level view of this week's sales

"Summarise the total value of deals closed this week from HubSpot and email me the numbers."

Send Message

Review top-performing lead sources

"Find which lead source brought in the most deals in HubSpot this month and draft a summary."

Send Message

Check in on key strategic accounts

"Find the status of our top 5 accounts in HubSpot and draft a quick update for me."

Send Message

Analyse team activity levels

"Compare the number of calls and emails logged in HubSpot by each rep this week."

Send Message

Draft a company-wide update on growth

"Summarise our new customer count from HubSpot and draft a Slack update for the team."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a The Conversion Engine AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try The Conversion Engine AI Agent

🛸 Autopilot

Act on CRM data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new records, enrich them, and trigger follow-ups before you even open HubSpot.

Setting up an autopilot is too easy

New contact is created in HubSpot

Describe...

1. Route new leads to the right rep instantly

WhenNew contact is created in HubSpot

Then

Check the lead's company size, assign to the rep covering that territory, and notify them in Slack.

Put on Autopilot

2. Send a personal intro the moment a lead lands

WhenNew contact is created in HubSpot

Then

Draft a personalised email in Gmail based on the lead's industry and save it as a draft.

Put on Autopilot

3. Flag deals that have gone quiet

WhenEvery Monday at 09:00 AM

Then

Check for deals in HubSpot with no activity for 10 days and post a list to the sales Slack channel.

Put on Autopilot

4. Update deal stages after a meeting is booked

WhenNew invitee is scheduled in Calendly

Then

Find the contact in HubSpot and move the deal stage to 'Meeting Booked'.

Put on Autopilot

5. Alert the team to large deal wins

WhenNew deal is created in HubSpot

Then

If the deal value exceeds $50k, post a celebration message in the company Slack channel.

Put on Autopilot

1. Enrich new signups with company data

WhenNew contact is created in HubSpot

Then

Research the company website, get the industry and size, and update the HubSpot contact properties.

Put on Autopilot

2. Add new webinar leads to a nurture sequence

WhenNew entry is received in Typeform

Then

Create a contact in HubSpot, tag them with the webinar name, and add them to the nurture list.

Put on Autopilot

3. Flag invalid emails from new leads

WhenNew contact is created in HubSpot

Then

Check the email validity, and if invalid, tag the contact as 'Bad Data' in HubSpot.

Put on Autopilot

4. Summarise campaign performance weekly

WhenEvery Friday at 04:00 PM

Then

Get the click count from HubSpot and email a summary report to the marketing team.

Put on Autopilot

5. Sync new social leads to CRM

WhenNew lead is created in Facebook Lead Ads

Then

Create a contact in HubSpot and notify the owner via email.

Put on Autopilot

1. Standardise new company records

WhenNew company is created in HubSpot

Then

Check the company name format, fix capitalization, and ensure the industry field is filled.

Put on Autopilot

2. De-duplicate contacts automatically

WhenNew contact is created in HubSpot

Then

Check for existing contacts with the same email, and if found, merge the new record.

Put on Autopilot

3. Monitor data health daily

WhenEvery day at 08:00 AM

Then

Check for contacts missing critical fields in HubSpot and post a report to the RevOps Slack.

Put on Autopilot

4. Sync deal updates to finance sheets

WhenNew deal is created in HubSpot

Then

Add the new deal details to the Google Sheets forecast tracker.

Put on Autopilot

5. Reassign orphaned leads

WhenNew contact is created in HubSpot

Then

If the lead owner is inactive, assign the lead to the round-robin queue.

Put on Autopilot

1. Flag churn risk for key accounts

WhenNew ticket is created in your helpdesk

Then

Check if the ticket is from a high-value account, and if so, flag it as 'Churn Risk' in HubSpot.

Put on Autopilot

2. Send renewal check-ins automatically

WhenEvery month on the 1st at 09:00 AM

Then

Find contracts expiring in 30 days and draft a check-in email in Gmail.

Put on Autopilot

3. Update account health after a ticket is closed

WhenNew ticket is created in your helpdesk

Then

If the ticket was a complaint, update the account health score in HubSpot to 'Needs Attention'.

Put on Autopilot

4. Welcome new customers to the portal

WhenNew contact is created in HubSpot

Then

If the lifecycle stage is 'Customer', send a welcome email in Gmail.

Put on Autopilot

5. Log customer feedback from support

WhenNew ticket is created in your helpdesk

Then

Extract the feedback sentiment and save it to the customer record in HubSpot.

Put on Autopilot

1. Triage urgent support tickets

WhenNew ticket is created in your helpdesk

Then

Read the ticket, determine if it's a critical outage, and if so, alert the engineering team in Slack.

Put on Autopilot

2. Auto-reply to common questions

WhenNew ticket is created in your helpdesk

Then

If the ticket matches a known FAQ, draft a reply with the solution and link to our docs.

Put on Autopilot

3. Flag tickets from angry customers

WhenNew ticket is created in your helpdesk

Then

Analyse the sentiment; if negative, flag the ticket for a manager review.

Put on Autopilot

4. Close tickets after user confirmation

WhenNew ticket is created in your helpdesk

Then

If the user replies 'thanks', close the ticket in HubSpot.

Put on Autopilot

5. Report support volume daily

WhenEvery day at 05:00 PM

Then

Summarise the number of tickets created today in HubSpot and post to the support Slack.

Put on Autopilot

1. Get a daily growth snapshot

WhenEvery day at 09:00 AM

Then

Get the new contact count from HubSpot and post a summary to the team Slack.

Put on Autopilot

2. Alert on large deal wins

WhenNew deal is created in HubSpot

Then

If the deal value is over $100k, send me an SMS alert.

Put on Autopilot

3. Monitor key account changes

WhenNew company is created in HubSpot

Then

If a new 'Enterprise' company is added, email me the details.

Put on Autopilot

4. Review weekly sales activity

WhenEvery Friday at 05:00 PM

Then

Summarise total calls and emails from HubSpot and post a report to the founder Slack.

Put on Autopilot

5. Flag major support escalations

WhenNew ticket is created in your helpdesk

Then

If a ticket mentions 'legal' or 'contract', alert me immediately.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

The Conversion Engine

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Lead Qualification Playbook

FormCollect data with form

1. Enter Lead Details

Enter Lead Details

Fill fields below 👇

Lead Name *

Email *

Company *

AI AgentExecute agent from playbook

2. Research and Score

Agent

Research {{Company}} and score the lead based on {{Email}} domain and industry fit.

3. Update HubSpot

Update ContactinHubSpot

Lead Qualification Playbook

Qualify and score new leads instantly.

Clone This Playbook

Deal Follow-up Playbook

Draft personalised emails for stalled deals.

Clone This Playbook

Meeting Briefing Playbook

Get a summary before your meeting.

Clone This Playbook

Competitor Research Playbook

Compare your lead's current solution.

Clone This Playbook

Lost Deal Analysis Playbook

Understand why a deal was lost.

Clone This Playbook

Content Promotion Playbook

Promote new blog posts.

Clone This Playbook

Campaign Report Playbook

Generate campaign performance reports.

Clone This Playbook

Lead Nurture Playbook

Create nurture sequences.

Clone This Playbook

Event Follow-up Playbook

Follow up with event attendees.

Clone This Playbook

Brand Mention Playbook

Track brand mentions.

Clone This Playbook

Data Audit Playbook

Audit CRM data quality.

Clone This Playbook

Duplicate Merge Playbook

Merge duplicate records.

Clone This Playbook

Forecast Sync Playbook

Sync forecasts to sheets.

Clone This Playbook

Property Cleanup Playbook

Clean unused properties.

Clone This Playbook

Owner Reassignment Playbook

Reassign orphaned leads.

Clone This Playbook

Account Health Playbook

Check account health.

Clone This Playbook

Renewal Playbook

Draft renewal emails.

Clone This Playbook

Onboarding Playbook

Send onboarding welcome.

Clone This Playbook

Feedback Playbook

Collect feedback.

Clone This Playbook

Escalation Playbook

Escalate issues.

Clone This Playbook

Ticket Triage Playbook

Triage new tickets.

Clone This Playbook

FAQ Response Playbook

Draft FAQ responses.

Clone This Playbook

Outage Alert Playbook

Alert on outages.

Clone This Playbook

Ticket Summary Playbook

Summarise tickets.

Clone This Playbook

Customer Sentiment Playbook

Analyse sentiment.

Clone This Playbook

Growth Report Playbook

Generate growth reports.

Clone This Playbook

Account Review Playbook

Review key accounts.

Clone This Playbook

Sales Activity Playbook

Review sales activity.

Clone This Playbook

Lead Source Playbook

Analyse lead sources.

Clone This Playbook

Team Update Playbook

Draft team updates.

Clone This Playbook

1500+ App Integrations

Connect The Conversion Engine + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Swipe Pages

Manychat

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Raisely

Elastic Email

LeadDyno

Adobe Commerce (Magento)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

Wix

You Need A Budget (YNAB)

Accredible Credential

Cisco Webex (Meetings)

Box

GREEN-API (In Review)

BrowserAct

Facebook Ads Management And Insights

Agolix (Assessment Generator)

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

ReachStream Email Verifier

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New contact is created in HubSpot

Then

Recurring Work on autopilot

Autopilot

Lead Qualification

Enter contact details

Research company data

Update HubSpot record

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

The Conversion Engine

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About The Conversion Engine AI Agent

An AI agent for HubSpot is a digital worker that performs tasks within your CRM. Unlike manual automation, it uses intelligence to read, analyse, and execute complex workflows across HubSpot and other apps.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for HubSpot

Get every contact, deal, and follow-up working for you

Catch up on every deal that has gone cold this week

Find the best prospects in my new leads list

Prepare for my upcoming sales meetings

Update deal stages for closed-won accounts

Draft responses to common sales objections

Got a different task in mind? Describe it

Clean up your contact lists after the latest campaign

Segment leads based on recent web activity

Draft newsletter content from recent blog posts

Map form submissions to the right lead owner

Review campaign performance against spreadsheet data

Got a different task in mind? Describe it

Identify data gaps in your CRM records

Standardise naming conventions for company records

Sync deal values with our finance spreadsheet

Audit contact ownership across the team

Clean up inactive property values

Got a different task in mind? Describe it

Identify accounts at risk of churning

Summarise account health for quarterly reviews

Draft renewal reminders for upcoming expirations

Update customer records after a successful project

Collect customer feedback after a milestone

Got a different task in mind? Describe it

Prioritise tickets from high-value accounts

Draft responses for technical support questions

Escalate urgent issues to the engineering team

Close out resolved tickets in bulk

Summarise common customer complaints this week

Got a different task in mind? Describe it

Get a high-level view of this week's sales

Review top-performing lead sources

Check in on key strategic accounts

Analyse team activity levels

Draft a company-wide update on growth

Got a different task in mind? Describe it

How Does a The Conversion Engine AI Agent Work

Act on CRM data the moment it changes — with agents on autopilot

1. Route new leads to the right rep instantly

2. Send a personal intro the moment a lead lands

3. Flag deals that have gone quiet

4. Update deal stages after a meeting is booked

5. Alert the team to large deal wins

1. Enrich new signups with company data

2. Add new webinar leads to a nurture sequence

3. Flag invalid emails from new leads

4. Summarise campaign performance weekly

5. Sync new social leads to CRM

1. Standardise new company records

2. De-duplicate contacts automatically

3. Monitor data health daily

4. Sync deal updates to finance sheets

5. Reassign orphaned leads

1. Flag churn risk for key accounts

2. Send renewal check-ins automatically

3. Update account health after a ticket is closed

4. Welcome new customers to the portal

5. Log customer feedback from support

1. Triage urgent support tickets

2. Auto-reply to common questions

3. Flag tickets from angry customers

4. Close tickets after user confirmation

5. Report support volume daily

1. Get a daily growth snapshot

2. Alert on large deal wins

3. Monitor key account changes

4. Review weekly sales activity

5. Flag major support escalations

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Lead Qualification Playbook

Deal Follow-up Playbook

Meeting Briefing Playbook

Competitor Research Playbook

Lost Deal Analysis Playbook

Content Promotion Playbook

Campaign Report Playbook

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About The Conversion Engine AI Agent