HubSpot

The people, companies and deals you are working — without living in the CRM.

Ask who someone is, where their deal sits, and what has happened so far. Log the call, leave a note, or move a deal forward from the conversation. You decide whether it can write.

Your pipeline, read by someone who has done the homework. Before you need it, and kept current after.

Before, during and after the call

  • Brief me before the call. Ask who a contact is, where their deal sits, and what has happened so far. 1Presence reads the contact, the company, the deal stage and the recent activity, and gives you a plain summary before you dial.
  • Pull the right context into a draft. Writing a follow-up or a proposal? It brings the deal, the people and the last few touches into what it writes, so nothing is generic.
  • Log it without switching screens. Log a completed call, leave a note, set a follow-up task, or move a deal to the next stage — all from chat, and only when you ask.
  • Find the record fast. Search contacts, companies and deals in plain language and get back the one that matters, with its key fields.

It understands a sales pipeline

A CRM is not a flat list — it is contacts linked to companies, deals moving through pipeline stages, and a timeline of notes, calls, emails and meetings against each one. 1Presence reads that structure, so "where is the Acme deal and what is blocking it" lands on the right record, at the right stage, with the right history.

It works with your CRM records — contacts, companies, deals, tasks and activity. It deliberately does not touch HubSpot Sequences, workflows or account settings: it reads and updates the data, it does not run your automation.

Try asking

A working pipeline, talked through instead of clicked through:

Brief me on Sarah at Acme before my 2pm.

Reads the contact, their company, the open deal and recent activity into one short summary.

What deals are sitting in "proposal sent"?

Searches the pipeline and lists the deals at that stage with amounts and owners.

Log that call — 20 minutes, agreed to send pricing Friday.

Writes the call to the contact's timeline and offers to set the Friday follow-up.

Move the Acme deal to "contract sent".

Checks the pipeline stages, then advances the deal — asking the first time this agent edits your CRM.

Read-only, or let it write

Connect through HubSpot's own login and choose your level. Read-only lets 1Presence brief you on contacts, companies, deals and activity and never change a thing. Read + Write adds logging notes and calls, creating tasks and contacts, and moving deals through your pipeline.

Because writes change a system of record, the first CRM edit an agent makes asks you; after that it works as you granted, and you can withdraw it from the Access tab. Marketing automation, sequences and account administration stay out of reach. Work across more than one HubSpot account? Connect them all and pick which one to work in. In a team workspace the HubSpot tile says it is on its way. Disconnecting and the rest of the mechanics are the same for every connector: see how permission works.

How access works

Brief on read-only. Keep it current on read + write.

Read across your CRM for an honest picture before a call, then — if you grant it — log activity and advance deals from chat. An agent asks before its first edit; sequences and account settings stay off-limits.

Start a conversation.

Free to try. No credit card. Just you and your agent.

Works on any device. Start chatting straight away.

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