Customer Success for

HubSpot

Maximize customer success within HubSpot using Intelo’s AI agents. Integrated directly into your HubSpot CRM, our AI tools help you focus on outcomes, identify risks, unlock upsell opportunities, and boost customer engagement.
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Install in HubSpot
Intelo prioritizes outcomes, CSQL, risk management, and engagement, eliminating the guesswork from tasks that AI handles efficiently. This enables your team to focus on creating happy customers, achieving their goals, and driving revenue.
CS Agents for HubSpot
Install Intelo’s customer success agents from the HubSpot Marketplace or through our website to streamline your customer success operations without leaving HubSpot.
Outcome agent
CSQL agent
Risk agent
Engagement agent
The Outcome Agent keeps teams aligned from day one by analyzing customer data and interactions to identify the right use cases and KPIs. It ensures smooth transitions and a clear path to retention, all within HubSpot.
Analyzes customer data to pinpoint key use cases and KPIs.
Ensures smooth transitions between teams for better alignment.
Operates within HubSpot to drive retention and success.
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The CSQL Agent turns your HubSpot data into sales opportunities by uncovering patterns in emails, meetings, and product usage. It identifies Customer Success Qualified Leads (CSQLs) that can quickly convert into new deals, all within HubSpot.
Uncovers sales opportunities from emails, meetings, and product usage.
Identifies CSQLs for quick conversion into new deals.
Works seamlessly within HubSpot to streamline the sales process.
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Don't wait for churn to happen. Risk Agent scans historical trends and data in HubSpot to identify early warning signs, enabling your team to take proactive measures.
Flags early warning signs of potential churn.
Provides actionable steps and playbooks to address issues.
Empowers teams to protect customer relationships before problems escalate.
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Engagement Agent captures every interaction within HubSpot, from QBRs to feedback sessions, and organizes touchpoints to help you build deeper, more meaningful connections.
Records all interactions to enhance customer engagement.
Organizes touchpoints for a comprehensive view of relationships.
Drives adoption and fosters long-term success.
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Your Data, Your Insights
All in HubSpot

Take full control of your customer data. By integrating emails, interactions, tickets, NPS, CSAT, product usage, and more into HubSpot, you gain a 360-degree view of customer health, right in your CRM.

Instant, On-Demand AI Reports
Say goodbye to admin headaches. Ask for the insights you need, and Reporting Agent delivers them directly to your HubSpot dashboard. Preview, download, and share with ease.
Smarter, Personalized Health Scores
Ditch generic customer health models. Our AI agents create tailored health scores based on your unique success metrics, giving you a real-time, data-backed picture of every customer’s journey within HubSpot.
Custom Dashboards for Every Team Member
Give your team the tools they need with dashboards tailored to their roles and responsibilities. These dashboards integrate seamlessly into HubSpot, tracking customer outcomes and reflecting your organizational structure.
Track and Achieve Team Goals (Beta)
Track real-time progress on team and individual goals, all within HubSpot. Understand how your customer success strategies impact your business and drive growth effortlessly.
Impact in Numbers

See Intelo’s AI Agents in Action

Intelo’s HubSpot app brings AI-powered agents directly into your CRM, helping teams stay in sync and meet customer needs more effectively. Our Outcome Agent is live within HubSpot, guiding sales and customer success teams to align around key use cases and KPIs. Our customers have already seen improved Net Revenue Retention (NRR) by using Outcome Agent to drive better outcomes.
Aboce
3454
risks detected and resolved
Approximately
$500M
in ARR added across our customer base
Above
1952
CSQLs identified and closed

Achieving NRR Growth with Intelo in HubSpot

Explore how our customers harnessed Intelo’s AI agents within HubSpot to elevate their customer success initiatives. They utilized Outcome ally to pinpoint key use cases, CSQL agent to uncover valuable sales opportunities, and Risk agent to proactively manage churn. These actions strengthened their customer relationships and drove tangible results. Dive into their journeys and see how Intelo's HubSpot app can empower your team to achieve similar success.

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