HubSpot is a customer relationship and marketing platform. Once connected, you ask in the conversation thread, and Roona fetches what is needed, writes what you approve, and hands you the finished work.
Today, between HubSpot and the rest of your day, you are the one carrying things across: an address into a document, a figure into an email, a decision into a task. Each round trip takes two minutes and shows up nowhere. Connecting HubSpot removes the trip. Here are three ordinary moments, and what they become.
Roona creates the contact, finds the history if there is one, writes the first reply in your tone and sets the reminder for ten days out. The enquiry gets an answer within the hour, not within the week.
Roona rereads the record and the past exchanges, and hands you a ten-line summary: what was asked, what was promised, what is still open.
Roona spots the deals with no activity for thirty days, proposes a reminder or a closure for each, and updates whatever you approve.
Ten actions, no more and no less. Four for reading: read a contact record, search companies, search contacts and search deals. Six for writing: create a company, create a contact, create a deal, update a company, update a contact and update a deal. None of them can delete anything.
Roona announces what is about to be written before doing it, and never acts unprompted in HubSpot: every action starts from a request of yours, in a conversation, unless you have set up a routine yourself and fixed its time. You can remove access in one step from your account, and whatever you leave disconnected is never passed on.
No. Every write is announced before it happens. You see what is about to be created or changed, and you can stop it.
No. Roona queries HubSpot at the moment of the task, uses the answer, and files it nowhere outside your conversation. What travels is encrypted and hosted in Europe.
From your account, in one step, without telling us. Access is removed immediately.
No. Each person connects what they want, and what one person has connected does not become visible to the others. Sharing rules stay those of HubSpot.
Roona uses the official HubSpot interfaces. If your plan opens them, the connection works. If it does not, no tool can get around that limit, ours no more than any other.